HealthEquity
501 hedge funds and large institutions have $8.1B invested in HealthEquity in 2026 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 210 increasing their positions, 158 reducing their positions, and 56 closing their positions.
168% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $3.77M
39% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 56
33% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 158
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
12% more capital invested
Capital invested by funds: $7.21B → $8.1B (+$890M)
5.17% more ownership
Funds ownership: 102.15% → 107.32% (+5.2%)
3% more funds holding
Funds holding: 487 → 501 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$175M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$81.6M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$64.2M |
| 4 |
BlackRock
New York
|
+$63.2M |
| 5 |
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
|
+$38.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$107M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$69.8M |
| 3 |
Millennium Management
New York
|
-$47.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.4M |
| 5 |
Man Group
London,
United Kingdom
|
-$30.2M |
HQY Hedge Fund Activity: Q2 2026 in Review
501 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2026, worth a combined $8.1B — up 12% from $7.21B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new HQY positions and 56 closed out — a net gain of 22 holders — while 210 added to existing stakes and 158 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $175M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $107M sold.
- 501 institutional investors held HealthEquity (HQY) as of Q2 2026, up from 487 in Q1 2026.
- Funds reported $8.1B of HealthEquity stock for Q2 2026, up 12% quarter-over-quarter.
- 78 funds opened new HealthEquity positions in Q2 2026 and 56 closed out, a net change of +22 holders.
- The largest HealthEquity buyer in Q2 2026 was Morgan Stanley, an estimated $175M added.
- The largest HealthEquity seller in Q2 2026 was Mackenzie Financial, an estimated $107M sold.
Based on aggregated 13F filings for Q2 2026.