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HealthEquity
HQY

Overview Fund Activity

385 hedge funds and large institutions have $7.58B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 120 reducing their positions, and 32 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.6%
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
120
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

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

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$77.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$61.4M
4
Man Group
4
Man Group
United Kingdom
$3.37M
5
BlackRock
5
BlackRock
New York
$926M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$926M 10,739,493 -186,714 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$761M 8,825,504 +56,872 +0.6%
WA
3
Wasatch Advisors
Utah
$627M 7,275,621 -133,459 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$459M 5,329,839 +368,652 +7%
State Street
5
State Street
Massachusetts
$268M 3,108,287 +54,955 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$205M 2,377,204 +43,491 +2%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$204M 2,364,521 +325,906 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$178M 2,063,832 +88,136 +4%
Brown Advisory
9
Brown Advisory
Maryland
$149M 1,732,195 -134,294 -7%
Franklin Resources
10
Franklin Resources
California
$140M 1,628,556 +69,168 +4%
Invesco
11
Invesco
Georgia
$134M 1,556,582 +111,680 +8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$133M 1,547,402 +115,841 +8%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$127M 1,467,565 -68,893 -4%
SIMG
14
Stephens Investment Management Group
Texas
$111M 1,288,049 +103,689 +9%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$96.7M 1,122,057 +9,125 +0.8%
ACH
16
ArrowMark Colorado Holdings
Colorado
$96.6M 1,120,869 +8,161 +0.7%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$95M 1,101,980 +171,114 +18%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$94.9M 1,101,473 +758 +0.1%
Northern Trust
19
Northern Trust
Illinois
$91.1M 1,056,732 +37,970 +4%
Charles Schwab
20
Charles Schwab
California
$90.3M 1,047,275 -13,391 -1%
VBA
21
Van Berkom & Associates
Quebec, Canada
$80.2M 930,168 +16,807 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$77.7M 901,174 +98,994 +12%
Millennium Management
23
Millennium Management
New York
$77.6M 900,671 -503,986 -36%
Norges Bank
24
Norges Bank
Norway
$76.4M 886,632 -13,302 -1%
GCM
25
Geneva Capital Management
Wisconsin
$72.5M 841,369 -24,197 -3%
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