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HealthEquity
HQY

Overview Fund Activity

386 hedge funds and large institutions have $7.59B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+21
Holders Change %
+5.75%
% of All Funds
5.61%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
57
Increased
155
Reduced
121
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$459M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$204M
3
GIM
Generate Investment Management
New Zealand
$24.2M
4
WP
Woodline Partners
California
$23.7M
5
RIM
Ranger Investment Management
Texas
$21.6M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
Millennium Management
Millennium Management
New York
$77.6M
3
Goldman Sachs
Goldman Sachs
New York
$61.4M
4
Man Group
Man Group
United Kingdom
$3.37M
5
BlackRock
BlackRock
New York
$926M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
201
HC Advisors
Georgia
$1.01M -$15.2K -176 -1%
X
202
Xponance
Pennsylvania
$1M -$61.1K -709 -6%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$976K +$92.9K +1,077 +11%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$974K +$70.9K +823 +8%
CGH
205
Crossmark Global Holdings
Texas
$972K -$39.4K -457 -4%
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$971K -$15.3K -178 -2%
NA
207
NewEdge Advisors
Louisiana
$970K -$265K -3,076 -21%
AI
208
Atria Investments
North Carolina
$967K +$967K +11,221 New
Schroder Investment Management Group
209
Schroder Investment Management Group
United Kingdom
$952K +$952K +11,290 New
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$942K +$221K +2,563 +31%
Federated Hermes
211
Federated Hermes
Pennsylvania
$936K -$32.8K -381 -3%
Marshall Wace
212
Marshall Wace
United Kingdom
$845K -$2.83M -32,832 -77%
SOADOR
213
State of Alaska Department of Revenue
Alaska
$815K +$13.4K +155 +2%
PTC
214
Petrus Trust Company
Texas
$809K +$204K +2,361 +34%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$802K -$77K -893 -9%
PWS
216
Peterson Wealth Services
Utah
$781K +$71.7K +832 +10%
BBL
217
Beck Bode LLC
Massachusetts
$780K -$2.16M -25,059 -73%
PFM
218
Premier Fund Managers
United Kingdom
$761K – – –
AG
219
Algert Global
California
$748K +$748K +8,679 New
LI
220
LMCG Investments
Massachusetts
$708K -$6.21K -72 -0.9%
CB
221
Commerce Bank
Missouri
$705K – – –
GC
222
Guggenheim Capital
Illinois
$704K -$28.1K -326 -4%
ETC
223
Exchange Traded Concepts
Oklahoma
$703K +$33.4K +387 +5%
AAS
224
Avantax Advisory Services
Texas
$689K +$689K +7,992 New
SSWM
225
Sheets Smith Wealth Management
North Carolina
$670K +$86 +1 +0%
7 8
9
10 11