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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 %
PP
201
Prudential plc
United Kingdom
$1.34M -$2.78M -29,024 -68%
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$1.33M +$169K +1,765 +15%
Two Sigma Investments
203
Two Sigma Investments
New York
$1.33M -$45.9K -478 -3%
QOP
204
Quinn Opportunity Partners
Virginia
$1.29M +$1.29M +13,470 New
Vontobel Holding
205
Vontobel Holding
Switzerland
$1.28M -$863K -8,997 -40%
HW
206
Hancock Whitney
Mississippi
$1.28M +$12.8K +133 +1%
Mariner
207
Mariner
Kansas
$1.28M +$22.9K +239 +2%
NA
208
NewEdge Advisors
Louisiana
$1.25M +$36.8K +384 +3%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$1.22M +$128K +1,338 +12%
Pacer Advisors
210
Pacer Advisors
Pennsylvania
$1.22M -$2.69K -28 -0.2%
CCIA
211
Campbell & Co Investment Adviser
Maryland
$1.22M +$1.22M +12,706 New
AIMCA
212
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.18M -$848K -8,842 -42%
X
213
Xponance
Pennsylvania
$1.18M +$68.9K +718 +6%
Nomura Holdings
214
Nomura Holdings
Japan
$1.11M +$1.11M +11,566 New
PFM
215
Premier Fund Managers
United Kingdom
$1.07M +$198K +2,046 +23%
Holocene Advisors
216
Holocene Advisors
New York
$1.04M -$418K -4,353 -29%
SO
217
STRS Ohio
Ohio
$1.04M +$125K +1,300 +14%
PWS
218
Peterson Wealth Services
Utah
$1.01M +$48.8K +509 +5%
Prudential Financial
219
Prudential Financial
New Jersey
$963K -$592K -6,008 -38%
RW
220
Rockport Wealth
Ohio
$960K +$960K +10,000 New
MMEA
221
Main Management ETF Advisors
California
$956K -$85.9K -896 -8%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$955K -$18.2K -190 -2%
AA
223
ALPS Advisors
Colorado
$945K -$180K -1,878 -16%
ETC
224
Exchange Traded Concepts
Oklahoma
$942K +$23.5K +245 +3%
AAS
225
Avantax Advisory Services
Texas
$925K +$175K +1,827 +23%
7 8
9
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