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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 %
VI
201
Versor Investments
New York
$2.09M -$1.1M -10,529 -35%
GI
202
Gradient Investments
Minnesota
$2.06M -$93.8K -895 -4%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$2.06M -$384K -3,664 -16%
BCM
204
Bayesian Capital Management
New York
$2.04M +$2.04M +19,500 New
NMIMC
205
Northwestern Mutual Investment Management Company
Wisconsin
$2.03M +$7.75K +74 +0.4%
XT
206
XTX Topco
Cayman Islands
$2.02M +$2.02M +19,304 New
PFSRSONJ
207
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.02M +$72.5K +692 +4%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$1.86M +$10.5K +100 +0.6%
Los Angeles Capital Management
209
Los Angeles Capital Management
California
$1.84M -$69.1K -660 -4%
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$1.81M – – –
CCIA
211
Campbell & Co Investment Adviser
Maryland
$1.77M +$1.36M +12,974 +329%
GIG
212
Goodnow Investment Group
Connecticut
$1.76M -$22K -210 -1%
GAM
213
Gotham Asset Management
New York
$1.74M +$1.74M +16,650 New
SO
214
STRS Ohio
Ohio
$1.67M +$482K +4,600 +41%
SBWIC
215
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.64M +$5.45K +52 +0.3%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$1.62M -$314K -2,998 -16%
VF
217
Virtu Financial
New York
$1.61M +$1.61M +15,393 New
CTA
218
Chesley Taft & Associates
Illinois
$1.58M +$254K +2,423 +19%
PCM
219
Penn Capital Management
Pennsylvania
$1.53M +$330K +3,091 +27%
ECM
220
ExodusPoint Capital Management
New York
$1.5M +$575K +5,492 +62%
HW
221
Hancock Whitney
Mississippi
$1.48M -$14.5K -138 -1%
TRCT
222
Tower Research Capital (TRC)
New York
$1.48M +$1.02M +9,742 +222%
VI
223
Vestcor Inc
New Brunswick, Canada
$1.47M -$585K -5,586 -28%
Prudential Financial
224
Prudential Financial
New Jersey
$1.44M +$408K +4,022 +40%
GC
225
Guggenheim Capital
Illinois
$1.4M -$68.4K -653 -5%
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