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HealthEquity
HQY

Overview Fund Activity

481 hedge funds and large institutions have $9.55B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
6.45%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
174
Reduced
173
Closed
50
Calls
$34.3M
Puts
$24.8M
Net Calls
+$9.47M
Net Calls Change
+$9.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$127M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$133M
3
ACP
Atalan Capital Partners
New York
$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
$116M
5
Man Group
Man Group
United Kingdom
$26.7M

Top Sellers

1
WA
Wasatch Advisors
Utah
$639M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Franklin Resources
Franklin Resources
California
$87.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.12B -$15.1M -144,118 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$891M -$33.4M -319,132 -4%
WA
3
Wasatch Advisors
Utah
$639M -$119M -1,132,972 -16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$528M +$5.74M +54,803 +1%
State Street
5
State Street
Massachusetts
$334M -$10M -95,848 -3%
Invesco
6
Invesco
Georgia
$248M -$8.42M -80,338 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$225M +$460K +4,386 +0.2%
Brown Advisory
8
Brown Advisory
Maryland
$170M -$32M -305,906 -16%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$159M -$1.31M -12,519 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$147M -$327K -3,126 -0.2%
ClearBridge Investments
11
ClearBridge Investments
New York
$138M -$55.7M -531,714 -29%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$133M -$41.8M -399,410 -24%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$133M +$73.5M +701,819 +125%
Citadel Advisors
14
Citadel Advisors
Florida
$127M +$81.4M +777,148 +179%
Charles Schwab
15
Charles Schwab
California
$118M +$2.95M +28,145 +3%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$118M +$15.6M +148,740 +15%
GCM
17
Geneva Capital Management
Wisconsin
$116M +$6.76M +64,487 +6%
AQR Capital Management
18
AQR Capital Management
Connecticut
$116M +$69.3M +661,795 +149%
Northern Trust
19
Northern Trust
Illinois
$114M -$4.15M -39,644 -4%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$113M +$18.5M +176,435 +20%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$108M -$8.55M -81,619 -7%
SIMG
22
Stephens Investment Management Group
Texas
$106M -$5.56M -53,113 -5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$96.9M +$7.96M +75,982 +9%
Goldman Sachs
24
Goldman Sachs
New York
$96.1M -$22.6M -215,883 -19%
GF
25
Greenhouse Funds
Maryland
$95.5M +$15.4M +146,630 +19%
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