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HealthEquity
HQY

Overview Fund Activity

439 hedge funds and large institutions have $8.65B invested in HealthEquity in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 141 reducing their positions, and 42 closing their positions.

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
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
141
Closed
42
Calls
$29.1M
Puts
$6.82M
Net Calls
+$22.2M
Net Calls Change
+$13.8M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$78.1M
2
Norges Bank
2
Norges Bank
Norway
$74.7M
3
Millennium Management
3
Millennium Management
New York
$144M
4
Raymond James Financial
4
Raymond James Financial
Florida
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$107M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$186M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$198M
3
Franklin Resources
3
Franklin Resources
California
$130M
4
WA
4
Wasatch Advisors
Utah
$721M
5
SIMG
5
Stephens Investment Management Group
Texas
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.05B 10,979,487 +37,817 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$861M 8,976,091 +99,624 +1%
WA
3
Wasatch Advisors
Utah
$721M 7,513,745 -245,145 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$520M 5,415,800 +125,684 +2%
State Street
5
State Street
Massachusetts
$313M 3,262,346 +130,446 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$201M 2,089,398 +10,421 +0.5%
Brown Advisory
7
Brown Advisory
Maryland
$200M 2,086,026 +224,016 +12%
ClearBridge Investments
8
ClearBridge Investments
New York
$198M 2,060,026 -328,366 -14%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$186M 1,935,154 -422,382 -18%
Invesco
10
Invesco
Georgia
$156M 1,624,773 +12,425 +0.8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$152M 1,582,823 +1,100 +0.1%
Millennium Management
12
Millennium Management
New York
$144M 1,501,387 +554,093 +58%
Franklin Resources
13
Franklin Resources
California
$130M 1,357,437 -282,778 -17%
Northern Trust
14
Northern Trust
Illinois
$111M 1,155,043 +121,001 +12%
Goldman Sachs
15
Goldman Sachs
New York
$107M 1,117,708 +471,837 +73%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$106M 1,107,526 -19,119 -2%
Charles Schwab
17
Charles Schwab
California
$104M 1,086,811 +25,004 +2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$103M 1,072,266 -143,055 -12%
SIMG
19
Stephens Investment Management Group
Texas
$101M 1,050,437 -198,645 -16%
GCM
20
Geneva Capital Management
Wisconsin
$101M 1,048,903 +206,894 +25%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$92.1M 951,235 -86,545 -8%
GF
22
Greenhouse Funds
Maryland
$84.9M 884,404 +91,935 +12%
ACH
23
ArrowMark Colorado Holdings
Colorado
$83.6M 871,762 -114,072 -12%
VBA
24
Van Berkom & Associates
Quebec, Canada
$80.4M 838,321 -97,260 -10%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$80M 833,916 -65,324 -7%
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