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Driehaus Capital Management’s HealthEquity HQY Stock Holding History

Driehaus 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
2018
Q4 		– Sell
-59,888
Closed -$5.65M – 456
2018
Q3 		$5.65M Sell
59,888
-28,930
-33% -$2.49M 0.17% 174
2018
Q2 		$6.67M Buy
88,818
+50,802
+134% +$3.65M 0.23% 137
2018
Q1 		$2.3M Buy
+38,016
New +$2.06M 0.08% 240
2017
Q4 		– Sell
-41,858
Closed -$2.12M – 567
2017
Q3 		$2.12M Sell
41,858
-35,952
-46% -$1.67M 0.08% 241
2017
Q2 		$3.88M Buy
77,810
+17,814
+30% +$833K 0.14% 170
2017
Q1 		$2.55M Sell
59,996
-18,235
-23% -$807K 0.09% 231
2016
Q4 		$3.17M Sell
78,231
-41,545
-35% -$1.61M 0.11% 198
2016
Q3 		$4.53M Buy
119,776
+2,948
+3% +$93.4K 0.15% 140
2016
Q2 		$3.55M Buy
116,828
+38,246
+49% +$1M 0.13% 173
2016
Q1 		$1.94M Buy
78,582
+4,804
+7% +$103K 0.06% 288
2015
Q4 		$1.85M Sell
73,778
-57,574
-44% -$1.77M 0.06% 310
2015
Q3 		$3.88M Buy
131,352
+7,931
+6% +$249K 0.14% 170
2015
Q2 		$3.96M Buy
+123,421
New +$3.31M 0.14% 184

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Driehaus Capital Management's HQY Position: Q4 2018 in Review

Driehaus Capital Management sold out of HealthEquity (HQY) in Q4 2018, closing a stake of 59,888 shares — an estimated $5.65M sold.

Driehaus Capital Management first reported a position in HQY in Q2 2015 and held it in 13 quarters. The position peaked at $6.67M in Q2 2018. 310 funds tracked by Wall St. Rank hold HQY as of Q4 2018.

  • Driehaus Capital Management reported no remaining HealthEquity position as of Q4 2018 after selling out during the quarter.
  • Driehaus Capital Management sold 59,888 HealthEquity shares in Q4 2018, an estimated $5.65M.
  • Driehaus Capital Management first reported a position in HealthEquity in Q2 2015 and held it in 13 quarters.
  • Driehaus Capital Management's HealthEquity position peaked at $6.67M in Q2 2018.
  • 310 funds tracked by Wall St. Rank held HealthEquity as of Q4 2018.

Based on Driehaus Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.