Janus Henderson Investors US’s HealthEquity HQY Stock Holding History

Janus Henderson Investors US’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
2017 Q1	$83.2M	Sell	1,959,999 -250,675	-11%	-$11.1M	0.07%	327
2016 Q4	$89.6M	Sell	2,210,674 -468,512	-17%	-$18.1M	0.08%	322
2016 Q3	$101M	Buy	2,679,186 +20,498	+0.8%	+$649K	0.09%	300
2016 Q2	$80.8M	Buy	2,658,688 +37,044	+1%	+$973K	0.07%	335
2016 Q1	$64.7M	Buy	2,621,644 +155,658	+6%	+$3.34M	0.06%	373
2015 Q4	$61.8M	Buy	2,465,986 +106,078	+4%	+$3.26M	0.05%	368
2015 Q3	$69.7M	Sell	2,359,908 -12,115	-0.5%	-$381K	0.06%	352
2015 Q2	$76M	Buy	2,372,023 +1,305,864	+122%	+$35.1M	0.06%	356
2015 Q1	$26.6M	Buy	1,066,159 +1,005,214	+1,649%	+$21.8M	0.02%	568
2014 Q4	$1.55M	Sell	60,945 -3,583	-6%	-$77.7K	﹤0.01%	933
2014 Q3	$1.18M	Buy	+64,528	New	+$1.24M	﹤0.01%	945

Other funds holding HQY

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Investors US's HQY Position: Q1 2017 in Review

Janus Henderson Investors US reduced its HealthEquity (HQY) stake by 11% in Q1 2017, selling an estimated $11.1M and leaving 1,959,999 shares worth $83.2M. The position accounts for 0.07% of the portfolio, ranked #327.

Janus Henderson Investors US first reported a position in HQY in Q3 2014 and has held it in 11 quarters since. The position peaked at $101M in Q3 2016. 213 funds tracked by Wall St. Rank hold HQY as of Q1 2017.

Janus Henderson Investors US held 1,959,999 shares of HealthEquity worth $83.2M as of Q1 2017.
Janus Henderson Investors US sold 250,675 HealthEquity shares in Q1 2017, an estimated $11.1M.
HealthEquity made up 0.07% of Janus Henderson Investors US's portfolio in Q1 2017, its #327 holding.
Janus Henderson Investors US first reported a position in HealthEquity in Q3 2014 and has held it in 11 quarters since.
Janus Henderson Investors US's HealthEquity position peaked at $101M in Q3 2016.
213 funds tracked by Wall St. Rank held HealthEquity as of Q1 2017.

Based on Janus Henderson Investors US's 13F filing for Q1 2017, filed 16 May 2017.