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HealthEquity
HQY

Overview Fund Activity

401 hedge funds and large institutions have $7.16B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
142
Reduced
151
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M

Top Buyers

1
WA
Wasatch Advisors
Utah
$635M
2
AQR Capital Management
AQR Capital Management
Connecticut
$31.2M
3
VNIM
Vaughan Nelson Investment Management
Texas
$69M
4
BlackRock
BlackRock
New York
$896M
5
Bessemer Group
Bessemer Group
New Jersey
$14.9M

Top Sellers

1
GIM
Generate Investment Management
New Zealand
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$99.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$73.6M
4
Prudential Financial
Prudential Financial
New Jersey
$1.29M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
176
Stifel Financial
Missouri
$1.58M -$178K -2,171 -10%
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.57M -$8.59K -105 -0.5%
RI
178
Redwood Investments
Massachusetts
$1.49M -$354K -4,331 -19%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$1.45M -$31.9K -390 -2%
GAM
180
Gotham Asset Management
New York
$1.44M +$1.14M +13,886 +374%
Canada Pension Plan Investment Board
181
Canada Pension Plan Investment Board
Ontario, Canada
$1.42M +$982K +12,000 +222%
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$1.42M – – –
Cerity Partners
183
Cerity Partners
New York
$1.41M +$185K +2,258 +15%
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$1.4M -$917K -11,209 -40%
D.E. Shaw & Co
185
D.E. Shaw & Co
New York
$1.38M -$849K -10,377 -38%
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$1.37M -$447K -5,460 -25%
CCA
187
Carrera Capital Advisors
Michigan
$1.3M +$1.3M +15,868 New
Prudential Financial
188
Prudential Financial
New Jersey
$1.29M -$15.3M -186,493 -92%
SBWIC
189
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.28M -$2.87K -35 -0.2%
RAM
190
Resona Asset Management
Japan
$1.27M – – –
Holocene Advisors
191
Holocene Advisors
New York
$1.25M +$1.25M +15,227 New
EP
192
Edgestream Partners
New Jersey
$1.23M +$1.23M +15,008 New
RJFSA
193
Raymond James Financial Services Advisors
Florida
$1.21M -$436K -5,329 -26%
Two Sigma Investments
194
Two Sigma Investments
New York
$1.17M +$65.5K +800 +6%
SFA
195
Sequoia Financial Advisors
Ohio
$1.09M +$24.8K +303 +2%
HW
196
Hancock Whitney
Mississippi
$1.08M +$8.35K +102 +0.8%
Mariner
197
Mariner
Kansas
$1.07M -$47.3K -578 -4%
Pacer Advisors
198
Pacer Advisors
Pennsylvania
$1.04M -$29.2K -357 -3%
NA
199
NewEdge Advisors
Louisiana
$1.03M +$110K +1,347 +12%
Pictet Asset Management
200
Pictet Asset Management
Switzerland
$986K +$65.5K +801 +7%
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