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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 %
Schroder Investment Management Group
201
Schroder Investment Management Group
United Kingdom
$969K +$45.1K +551 +5%
DM
202
Deerfield Management
New York
$964K +$964K +11,781 New
AA
203
ALPS Advisors
Colorado
$959K -$103K -1,255 -10%
SG Americas Securities
204
SG Americas Securities
New York
$955K +$644K +7,873 +207%
HA
205
HC Advisors
Georgia
$952K -$11.4K -139 -1%
X
206
Xponance
Pennsylvania
$946K -$3.52K -43 -0.4%
GC
207
Guggenheim Capital
Illinois
$923K +$255K +3,120 +38%
Lazard Asset Management
208
Lazard Asset Management
New York
$913K +$831K +10,152 +1,011%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$913K +$8.79K +110 +1%
MMEA
210
Main Management ETF Advisors
California
$889K +$889K +10,864 New
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$852K -$42.6K -520 -5%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$830K +$56K +685 +7%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$826K -$99.6K -1,217 -11%
PWS
214
Peterson Wealth Services
Utah
$818K +$77.1K +942 +10%
ETC
215
Exchange Traded Concepts
Oklahoma
$783K +$116K +1,414 +17%
SO
216
STRS Ohio
Ohio
$778K -$933K -11,400 -55%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$761K – – –
Federated Hermes
218
Federated Hermes
Pennsylvania
$749K -$140K -1,711 -16%
AI
219
Atria Investments
North Carolina
$739K -$179K -2,190 -20%
BBL
220
Beck Bode LLC
Massachusetts
$732K -$8.35K -102 -1%
PFM
221
Premier Fund Managers
United Kingdom
$722K – – –
AAIS
222
ABN AMRO Investment Solutions
$653K -$531K -6,490 -45%
CB
223
Commerce Bank
Missouri
$649K -$19.6K -240 -3%
AAS
224
Avantax Advisory Services
Texas
$640K -$14.2K -174 -2%
GCP
225
GSA Capital Partners
United Kingdom
$638K +$638K +7,797 New
7 8
9
10 11