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Bluefin Capital Management’s HealthEquity HQY Stock Holding History

Bluefin 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
2019
Q3 		– Sell
-5,600
Closed -$366K – 535
2019
Q2 		$366K Buy
+5,600
New +$390K 0.05% 173
2019
Q1 		– Sell
-67,819
Closed -$4.04M – 446
2018
Q4 		$4.04M Buy
+67,819
New +$5.47M 0.41% 36

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Bluefin Capital Management's HQY Position: Q3 2019 in Review

Bluefin Capital Management sold out of HealthEquity (HQY) in Q3 2019, closing a stake of 5,600 shares — an estimated $366K sold.

Bluefin Capital Management first reported a position in HQY in Q4 2018 and held it in 2 quarters. The position peaked at $4.04M in Q4 2018. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

  • Bluefin Capital Management reported no remaining HealthEquity position as of Q3 2019 after selling out during the quarter.
  • Bluefin Capital Management sold 5,600 HealthEquity shares in Q3 2019, an estimated $366K.
  • Bluefin Capital Management first reported a position in HealthEquity in Q4 2018 and held it in 2 quarters.
  • Bluefin Capital Management's HealthEquity position peaked at $4.04M in Q4 2018.
  • 303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Bluefin Capital Management's 13F filing for Q3 2019, filed 15 Nov 2019.