HealthEquity
366 hedge funds and large institutions have $7.07B invested in HealthEquity in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 122 increasing their positions, 138 reducing their positions, and 36 closing their positions.
57% more call options, than puts
Call options by funds: $16.2M | Put options by funds: $10.3M
50% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 36
24% more capital invested
Capital invested by funds: $5.71B → $7.07B (+$1.36B)
4% more funds holding
Funds holding: 352 → 366 (+14)
0.19% more ownership
Funds ownership: 100.36% → 100.55% (+0.19%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
12% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 138
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$64.8M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$47.3M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$44.4M |
| 4 |
Millennium Management
New York
|
+$39.8M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$73.8M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$57.7M |
| 3 |
JP Morgan Chase
New York
|
-$43.4M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$33.3M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$25.8M |
HQY Hedge Fund Activity: Q1 2024 in Review
366 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2024, worth a combined $7.07B — up 24% from $5.71B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HQY positions and 36 closed out — a net gain of 18 holders — while 122 added to existing stakes and 138 trimmed.
The largest buyer was Invesco, adding an estimated $64.8M. The largest seller was Morgan Stanley, cutting an estimated $73.8M.
- 366 institutional investors held HealthEquity (HQY) as of Q1 2024, up from 352 in Q4 2023.
- Funds reported $7.07B of HealthEquity stock for Q1 2024, up 24% quarter-over-quarter.
- 54 funds opened new HealthEquity positions in Q1 2024 and 36 closed out, a net change of +18 holders.
- The largest HealthEquity buyer in Q1 2024 was Invesco, an estimated $64.8M added.
- The largest HealthEquity seller in Q1 2024 was Morgan Stanley, an estimated $73.8M sold.
Based on aggregated 13F filings for Q1 2024.