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HealthEquity
HQY

441 hedge funds and large institutions have $8.66B invested in HealthEquity in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $6.82M

107% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 43

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

20% more capital invested

Capital invested by funds: $7.24B → $8.66B (+$1.41B)

13% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 143

9% more funds holding

Funds holding: 403 → 441 (+38)

2.87% more ownership

Funds ownership: 101.2% → 104.06% (+2.9%)

Holders
441
Holders Change
+38
Holders Change %
+9.43%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
89
Increased
162
Reduced
143
Closed
43
Calls
$29.1M
Puts
$6.82M
Net Calls
+$22.2M
Net Calls Change
+$13.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$75.9M
2
Millennium Management
Millennium Management
New York
+$51.6M
3
Goldman Sachs
Goldman Sachs
New York
+$44M
4
ITP
Iron Triangle Partners
Connecticut
+$31.3M
5
Artisan Partners
Artisan Partners
Wisconsin
+$23.9M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$39.4M
2
ClearBridge Investments
ClearBridge Investments
New York
-$30.6M
3
Franklin Resources
Franklin Resources
California
-$26.4M
4
WA
Wasatch Advisors
Utah
-$22.8M
5
SIMG
Stephens Investment Management Group
Texas
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.05B +$3.52M +37,817 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$861M +$9.28M +99,624 +1%
WA
3
Wasatch Advisors
Utah
$721M -$22.8M -245,145 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$520M +$11.7M +125,684 +2%
State Street
5
State Street
Massachusetts
$313M +$12.2M +130,446 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$201M +$971K +10,421 +0.5%
Brown Advisory
7
Brown Advisory
Maryland
$200M +$20.9M +224,016 +12%
ClearBridge Investments
8
ClearBridge Investments
New York
$198M -$30.6M -328,366 -14%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$186M -$39.4M -422,382 -18%
Invesco
10
Invesco
Georgia
$156M +$1.16M +12,425 +0.8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$152M +$103K +1,100 +0.1%
Millennium Management
12
Millennium Management
New York
$144M +$51.6M +554,093 +58%
Franklin Resources
13
Franklin Resources
California
$130M -$26.4M -282,778 -17%
Northern Trust
14
Northern Trust
Illinois
$111M +$11.3M +121,001 +12%
Goldman Sachs
15
Goldman Sachs
New York
$107M +$44M +471,837 +73%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$106M -$1.78M -19,119 -2%
Charles Schwab
17
Charles Schwab
California
$104M +$2.33M +25,004 +2%
JP Morgan Chase
18
JP Morgan Chase
New York
$103M -$13.3M -143,055 -12%
SIMG
19
Stephens Investment Management Group
Texas
$101M -$18.5M -198,645 -16%
GCM
20
Geneva Capital Management
Wisconsin
$101M +$19.3M +206,894 +25%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$92.1M -$8.06M -86,545 -8%
GF
22
Greenhouse Funds
Maryland
$84.9M +$8.57M +91,935 +12%
ACH
23
ArrowMark Colorado Holdings
Colorado
$83.6M -$10.6M -114,072 -12%
VBA
24
Van Berkom & Associates
Quebec, Canada
$80.4M -$9.06M -97,260 -10%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$80M -$6.09M -65,324 -7%
1
2 3 4 5

HQY Hedge Fund Activity: Q4 2024 in Review

441 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2024, worth a combined $8.66B — up 20% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new HQY positions and 43 closed out — a net gain of 46 holders — while 162 added to existing stakes and 143 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $75.9M. The largest seller was Mackenzie Financial, cutting an estimated $39.4M.

  • 441 institutional investors held HealthEquity (HQY) as of Q4 2024, up from 403 in Q3 2024.
  • Funds reported $8.66B of HealthEquity stock for Q4 2024, up 20% quarter-over-quarter.
  • 89 funds opened new HealthEquity positions in Q4 2024 and 43 closed out, a net change of +46 holders.
  • The largest HealthEquity buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $75.9M added.
  • The largest HealthEquity seller in Q4 2024 was Mackenzie Financial, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2024.