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HealthEquity
HQY

Overview Fund Activity

481 hedge funds and large institutions have $9.55B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
6.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
174
Reduced
173
Closed
50
Calls
$34.3M
Puts
$24.8M
Net Calls
+$9.47M
Net Calls Change
+$9.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$81.4M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$73.5M
3
ACP
Atalan Capital Partners
New York
+$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$69.3M
5
Man Group
Man Group
United Kingdom
+$24.8M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$119M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$73.8M
3
Franklin Resources
Franklin Resources
California
-$58.7M
4
ClearBridge Investments
ClearBridge Investments
New York
-$55.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHCM
176
Brevan Howard Capital Management
Jersey
$2.88M +$2M +19,050 +227%
Cerity Partners
177
Cerity Partners
New York
$2.87M +$1.3M +12,381 +82%
HA
178
Homestead Advisers
Virginia
$2.82M +$2.82M +26,900 New
AFG
179
ABLE Financial Group
Arizona
$2.71M +$333K +3,174 +14%
ASRS
180
Arizona State Retirement System
Arizona
$2.64M +$40.8K +389 +2%
Universal-Beteiligungs- und Servicegesellschaft
181
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.64M -$64.2K -613 -2%
NAAA
182
New Age Alpha Advisors
New York
$2.62M +$299K +2,858 +13%
SAM
183
Silphium Asset Management
United Kingdom
$2.56M -$325K -3,100 -11%
LSERS
184
Louisiana State Employees Retirement System
Louisiana
$2.56M +$10.5K +100 +0.4%
State Board of Administration of Florida Retirement System
185
State Board of Administration of Florida Retirement System
Florida
$2.51M – – –
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$2.43M +$123K +1,177 +5%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$2.43M -$71K -678 -3%
AI
188
Atria Investments
North Carolina
$2.35M +$1.52M +14,499 +184%
AR
189
Advisory Research
Illinois
$2.34M -$710K -6,776 -23%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.33M +$162K +1,542 +7%
KK
191
KLP Kapitalforvaltning
Norway
$2.29M – – –
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$2.28M +$1.08M +10,273 +89%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$2.25M -$83.8K -800 -4%
HCM
194
Hodges Capital Management
Texas
$2.25M -$105K -1,000 -4%
ZBNA
195
Zions Bancorporation, National Association
Utah
$2.25M -$109K -1,043 -5%
ProShare Advisors
196
ProShare Advisors
Maryland
$2.24M -$96.6K -922 -4%
SOMRS
197
State of Michigan Retirement System
Michigan
$2.18M +$10.5K +100 +0.5%
FFL
198
Future Fund LLC
Illinois
$2.15M +$2.15M +20,511 New
US Bancorp
199
US Bancorp
Minnesota
$2.13M +$210K +2,001 +11%
CL
200
Choreo LLC
Illinois
$2.13M -$27K -258 -1%
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