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HealthEquity
HQY

Overview Fund Activity

439 hedge funds and large institutions have $8.65B invested in HealthEquity in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+38
Holders Change %
+9.48%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
89
Increased
162
Reduced
141
Closed
43
Calls
$29.1M
Puts
$6.82M
Net Calls
+$22.2M
Net Calls Change
+$13.8M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$78.1M
2
Millennium Management
2
Millennium Management
New York
$144M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
ITP
4
Iron Triangle Partners
Connecticut
$32.2M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$24.6M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$186M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$198M
3
Franklin Resources
3
Franklin Resources
California
$130M
4
WA
4
Wasatch Advisors
Utah
$721M
5
SIMG
5
Stephens Investment Management Group
Texas
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
176
Amica Mutual Insurance
Rhode Island
$1.94M – – –
SDIC
177
South Dakota Investment Council
South Dakota
$1.91M – – –
NMIMC
178
Northwestern Mutual Investment Management Company
Wisconsin
$1.86M +$9.88K +103 +0.5%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.85M +$10.2K +106 +0.6%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$1.83M +$180K +1,880 +11%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$1.76M +$154K +1,605 +10%
PFSRSONJ
182
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.76M +$1.76M +18,322 New
RI
183
Redwood Investments
Massachusetts
$1.75M -$1.63K -17 -0.1%
US Bancorp
184
US Bancorp
Minnesota
$1.74M -$230K -2,395 -12%
CF
185
Covea Finance
France
$1.73M +$1.73M +18,000 New
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$1.71M +$9.6K +100 +0.6%
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.66M – – –
CDDEC
188
Caisse Des Depots Et Consignations
France
$1.66M +$1.66M +17,298 New
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$1.62M -$342K -3,561 -17%
Jane Street
190
Jane Street
New York
$1.62M -$5.4M -56,271 -77%
FAM
191
Fred Alger Management
New York
$1.58M +$1.58M +16,497 New
Cerity Partners
192
Cerity Partners
New York
$1.53M -$100K -1,059 -6%
RAM
193
Resona Asset Management
Japan
$1.51M +$19.9K +207 +1%
SBWIC
194
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.5M -$1.44K -15 -0.1%
Walleye Trading
195
Walleye Trading
New York
$1.5M +$1.5M +15,643 New
SPIA
196
Steward Partners Investment Advisory
New York
$1.47M -$2.65M -27,617 -64%
Assenagon Asset Management
197
Assenagon Asset Management
Luxembourg
$1.45M +$1.45M +15,128 New
Balyasny Asset Management
198
Balyasny Asset Management
Illinois
$1.42M +$1.42M +14,779 New
SFA
199
Sequoia Financial Advisors
Ohio
$1.38M +$101K +1,050 +8%
GC
200
Guggenheim Capital
Illinois
$1.38M +$294K +3,065 +27%
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