HealthEquity
403 hedge funds and large institutions have $7.24B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 41 closing their positions.
100% more call options, than puts
Call options by funds: $17M | Put options by funds: $8.51M
46% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 41
4% more funds holding
Funds holding: 386 → 403 (+17)
0.02% more ownership
Funds ownership: 101.18% → 101.2% (+0.02%)
5% less capital invested
Capital invested by funds: $7.59B → $7.24B (-$345M)
7% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 153
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$37.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$19.4M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$17.5M |
| 4 |
BlackRock
New York
|
+$15.6M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generate Investment Management
Auckland,
New Zealand
|
-$24.2M |
| 2 |
JP Morgan Chase
New York
|
-$19.5M |
| 3 |
Janus Henderson Group
London,
|
-$15.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$14.4M |
| 5 |
Bank of New York Mellon
New York
|
-$12.1M |
HQY Hedge Fund Activity: Q3 2024 in Review
403 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2024, worth a combined $7.24B — down 4.5% from $7.59B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new HQY positions and 41 closed out — a net gain of 19 holders — while 142 added to existing stakes and 153 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $37.3M. The largest seller was Generate Investment Management, exiting entirely with an estimated $24.2M sold.
- 403 institutional investors held HealthEquity (HQY) as of Q3 2024, up from 386 in Q2 2024.
- Funds reported $7.24B of HealthEquity stock for Q3 2024, down 4.5% quarter-over-quarter.
- 60 funds opened new HealthEquity positions in Q3 2024 and 41 closed out, a net change of +19 holders.
- The largest HealthEquity buyer in Q3 2024 was Wasatch Advisors, an estimated $37.3M added.
- The largest HealthEquity seller in Q3 2024 was Generate Investment Management, an estimated $24.2M sold.
Based on aggregated 13F filings for Q3 2024.