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HealthEquity
HQY

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 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

73% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 33

28% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 121

7% more capital invested

Capital invested by funds: $7.07B → $7.59B (+$518M)

5% more funds holding

Funds holding: 366 → 386 (+20)

0.62% more ownership

Funds ownership: 100.55% → 101.18% (+0.62%)

17% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $5.58M

Holders
386
Holders Change
+20
Holders Change %
+5.46%
% of All Funds
5.57%
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
33
Calls
$4.62M
Puts
$5.58M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.8M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$26.3M
3
GIM
Generate Investment Management
New Zealand
+$22.7M
4
WP
Woodline Partners
California
+$22.2M
5
RIM
Ranger Investment Management
Texas
+$20.3M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.3M
2
Millennium Management
Millennium Management
New York
-$40.7M
3
Goldman Sachs
Goldman Sachs
New York
-$33.5M
4
Man Group
Man Group
United Kingdom
-$16.8M
5
BlackRock
BlackRock
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$926M -$15.1M -186,714 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$761M +$4.6M +56,872 +0.6%
WA
3
Wasatch Advisors
Utah
$627M -$10.8M -133,459 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$459M +$29.8M +368,652 +7%
State Street
5
State Street
Massachusetts
$268M +$4.44M +54,955 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$205M +$3.51M +43,491 +2%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$204M +$26.3M +325,906 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$178M +$7.12M +88,136 +4%
Brown Advisory
9
Brown Advisory
Maryland
$149M -$10.9M -134,294 -7%
Franklin Resources
10
Franklin Resources
California
$140M +$5.59M +69,168 +4%
Invesco
11
Invesco
Georgia
$134M +$9.02M +111,680 +8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$133M +$9.36M +115,841 +8%
JP Morgan Chase
13
JP Morgan Chase
New York
$127M -$5.57M -68,893 -4%
SIMG
14
Stephens Investment Management Group
Texas
$111M +$8.38M +103,689 +9%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$96.7M +$737K +9,125 +0.8%
ACH
16
ArrowMark Colorado Holdings
Colorado
$96.6M +$659K +8,161 +0.7%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$95M +$13.8M +171,114 +18%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$94.9M +$61.2K +758 +0.1%
Northern Trust
19
Northern Trust
Illinois
$91.1M +$3.07M +37,970 +4%
Charles Schwab
20
Charles Schwab
California
$90.3M -$1.08M -13,391 -1%
VBA
21
Van Berkom & Associates
Quebec, Canada
$80.2M +$1.36M +16,807 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$77.7M +$8M +98,994 +12%
Millennium Management
23
Millennium Management
New York
$77.6M -$40.7M -503,986 -36%
Norges Bank
24
Norges Bank
Norway
$76.4M -$1.07M -13,302 -1%
GCM
25
Geneva Capital Management
Wisconsin
$72.5M -$1.96M -24,197 -3%
1
2 3 4 5

HQY Hedge Fund Activity: Q2 2024 in Review

386 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2024, worth a combined $7.59B — up 7.3% from $7.07B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HQY positions and 33 closed out — a net gain of 24 holders — while 155 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.8M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $85.3M sold.

  • 386 institutional investors held HealthEquity (HQY) as of Q2 2024, up from 366 in Q1 2024.
  • Funds reported $7.59B of HealthEquity stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 57 funds opened new HealthEquity positions in Q2 2024 and 33 closed out, a net change of +24 holders.
  • The largest HealthEquity buyer in Q2 2024 was Fidelity Investments, an estimated $29.8M added.
  • The largest HealthEquity seller in Q2 2024 was William Blair Investment Management, an estimated $85.3M sold.

Based on aggregated 13F filings for Q2 2024.