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Copper Rock Capital Partners’s HealthEquity HQY Stock Holding History

Copper Rock Capital Partners’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
Q4 		$20.3M Buy
274,340
+58
+0% +$3.62K 1.54% 28
2019
Q3 		$15.2M Buy
+274,282
New +$18.2M 1.36% 45

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
PAA
Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Copper Rock Capital Partners's HQY Position: Q4 2019 in Review

Copper Rock Capital Partners increased its HealthEquity (HQY) stake by 0.02% in Q4 2019, buying an estimated $3.62K and bringing the position to 274,340 shares worth $20.3M. The position accounts for 1.54% of the portfolio, ranked #28.

Copper Rock Capital Partners first reported a position in HQY in Q3 2019 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold HQY as of Q4 2019.

  • Copper Rock Capital Partners held 274,340 shares of HealthEquity worth $20.3M as of Q4 2019.
  • Copper Rock Capital Partners bought 58 HealthEquity shares in Q4 2019, an estimated $3.62K.
  • HealthEquity made up 1.54% of Copper Rock Capital Partners's portfolio in Q4 2019, its #28 holding.
  • Copper Rock Capital Partners first reported a position in HealthEquity in Q3 2019 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q4 2019.

Based on Copper Rock Capital Partners's 13F filing for Q4 2019, filed 13 Jan 2020.