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BlackRock Institutional Trust’s HealthEquity HQY Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$44.9M Buy
1,107,408
+65,814
+6% +$2.54M 0.01% 1417
2016
Q3 		$39.4M Buy
1,041,594
+106,235
+11% +$3.37M 0.01% 1443
2016
Q2 		$28.4M Buy
935,359
+40,512
+5% +$1.06M ﹤0.01% 1610
2016
Q1 		$22.1M Buy
894,847
+15,552
+2% +$333K ﹤0.01% 1761
2015
Q4 		$22M Buy
879,295
+61,401
+8% +$1.89M ﹤0.01% 1802
2015
Q3 		$24.2M Buy
817,894
+279,959
+52% +$8.8M ﹤0.01% 1702
2015
Q2 		$17.2M Buy
537,935
+412,693
+330% +$11.1M ﹤0.01% 2025
2015
Q1 		$3.13M Buy
125,242
+25,347
+25% +$550K ﹤0.01% 2927
2014
Q4 		$2.54M Sell
99,895
-31,711
-24% -$688K ﹤0.01% 3001
2014
Q3 		$2.41M Buy
+131,606
New +$2.53M ﹤0.01% 2997

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock Institutional Trust's HQY Position: Q4 2016 in Review

BlackRock Institutional Trust increased its HealthEquity (HQY) stake by 6.3% in Q4 2016, buying an estimated $2.54M and bringing the position to 1,107,408 shares worth $44.9M. The position accounts for 0.01% of the portfolio, ranked #1417.

BlackRock Institutional Trust first reported a position in HQY in Q3 2014 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold HQY as of Q4 2016.

  • BlackRock Institutional Trust held 1,107,408 shares of HealthEquity worth $44.9M as of Q4 2016.
  • BlackRock Institutional Trust bought 65,814 HealthEquity shares in Q4 2016, an estimated $2.54M.
  • HealthEquity made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1417 holding.
  • BlackRock Institutional Trust first reported a position in HealthEquity in Q3 2014 and has held it in 10 quarters since.
  • 200 funds tracked by Wall St. Rank held HealthEquity as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.