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HealthEquity
HQY

Overview Fund Activity

400 hedge funds and large institutions have $7.16B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 43 closing their positions.

Holders
400
Holders Change
+15
Holders Change %
+3.9%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
142
Reduced
150
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$635M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$31.2M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$69M
4
BlackRock
4
BlackRock
New York
$896M
5
Bessemer Group
5
Bessemer Group
New Jersey
$14.9M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
GIM
2
Generate Investment Management
New Zealand
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$99.5M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$73.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$1.29M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$896M 10,941,670 +202,177 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$727M 8,876,467 +50,963 +0.6%
WA
3
Wasatch Advisors
Utah
$635M 7,758,890 +483,269 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$433M 5,290,116 -39,723 -0.7%
State Street
5
State Street
Massachusetts
$256M 3,131,900 +23,613 +0.8%
ClearBridge Investments
6
ClearBridge Investments
New York
$195M 2,388,392 +11,188 +0.5%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$193M 2,357,536 -6,985 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$170M 2,078,977 +15,145 +0.7%
Brown Advisory
9
Brown Advisory
Maryland
$152M 1,862,010 +129,815 +7%
Franklin Resources
10
Franklin Resources
California
$139M 1,640,215 +11,659 +0.7%
Invesco
11
Invesco
Georgia
$132M 1,612,348 +55,766 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$129M 1,581,723 +34,321 +2%
SIMG
13
Stephens Investment Management Group
Texas
$102M 1,249,082 -38,967 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$99.5M 1,215,321 -252,244 -17%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$92.2M 1,126,645 +24,665 +2%
Charles Schwab
16
Charles Schwab
California
$86.9M 1,061,807 +14,532 +1%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$84.9M 1,037,780 -84,277 -8%
Northern Trust
18
Northern Trust
Illinois
$84.6M 1,034,042 -22,690 -2%
ACH
19
ArrowMark Colorado Holdings
Colorado
$80.7M 985,834 -135,035 -12%
Millennium Management
20
Millennium Management
New York
$77.5M 947,294 +46,623 +5%
VBA
21
Van Berkom & Associates
Quebec, Canada
$76.6M 935,581 +5,413 +0.6%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$73.6M 899,240 -202,233 -18%
VNIM
23
Vaughan Nelson Investment Management
Texas
$69M 843,423 +226,563 +37%
GCM
24
Geneva Capital Management
Wisconsin
$68.9M 842,009 +640 +0.1%
GF
25
Greenhouse Funds
Maryland
$64.9M 792,469 +35,775 +5%
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