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BlackRock Investment Management’s HealthEquity HQY Stock Holding History

BlackRock Investment 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
2016
Q4 		$9.46M Buy
233,595
+29,068
+14% +$1.12M 0.01% 1149
2016
Q3 		$7.74M Buy
204,527
+4,740
+2% +$150K 0.01% 1175
2016
Q2 		$6.07M Buy
199,787
+34,564
+21% +$908K 0.01% 1309
2016
Q1 		$4.08M Buy
165,223
+5,424
+3% +$116K 0.01% 1494
2015
Q4 		$4.01M Buy
159,799
+916
+0.6% +$28.1K 0.01% 1554
2015
Q3 		$4.7M Sell
158,883
-213
-0.1% -$6.69K 0.01% 1430
2015
Q2 		$5.1M Buy
159,096
+121,568
+324% +$3.26M 0.01% 1483
2015
Q1 		$938K Buy
37,528
+406
+1% +$8.8K ﹤0.01% 2560
2014
Q4 		$945K Buy
37,122
+486
+1% +$10.5K ﹤0.01% 2587
2014
Q3 		$671K Buy
+36,636
New +$703K ﹤0.01% 2797

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 Investment Management's HQY Position: Q4 2016 in Review

BlackRock Investment Management increased its HealthEquity (HQY) stake by 14% in Q4 2016, buying an estimated $1.12M and bringing the position to 233,595 shares worth $9.46M. The position accounts for 0.01% of the portfolio, ranked #1149.

BlackRock Investment Management 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 Investment Management held 233,595 shares of HealthEquity worth $9.46M as of Q4 2016.
  • BlackRock Investment Management bought 29,068 HealthEquity shares in Q4 2016, an estimated $1.12M.
  • HealthEquity made up 0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1149 holding.
  • BlackRock Investment Management 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 Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.