Atika Capital Management’s HealthEquity HQY Stock Holding History

Atika Capital Management’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-43,600	Closed	-$1.29M	–	62
2015 Q3	$1.29M	Buy	43,600 +2,600	+6%	+$81.7K	0.63%	44
2015 Q2	$1.31M	Buy	41,000 +15,400	+60%	+$413K	0.59%	54
2015 Q1	$640K	Sell	25,600 -2,000	-7%	-$43.4K	0.43%	57
2014 Q4	$702K	Sell	27,600 -8,400	-23%	-$182K	0.51%	58
2014 Q3	$659K	Buy	+36,000	New	+$691K	0.51%	58

Other funds holding HQY

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NPGCU

Napier Park Global Capital (US) New York $35M AUM 3.58% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Atika Capital Management's HQY Position: Q4 2015 in Review

Atika Capital Management sold out of HealthEquity (HQY) in Q4 2015, closing a stake of 43,600 shares — an estimated $1.29M sold.

Atika Capital Management first reported a position in HQY in Q3 2014 and held it in 5 quarters. The position peaked at $1.31M in Q2 2015. 144 funds tracked by Wall St. Rank hold HQY as of Q4 2015.

Atika Capital Management reported no remaining HealthEquity position as of Q4 2015 after selling out during the quarter.
Atika Capital Management sold 43,600 HealthEquity shares in Q4 2015, an estimated $1.29M.
Atika Capital Management first reported a position in HealthEquity in Q3 2014 and held it in 5 quarters.
Atika Capital Management's HealthEquity position peaked at $1.31M in Q2 2015.
144 funds tracked by Wall St. Rank held HealthEquity as of Q4 2015.

Based on Atika Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.