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Lombard Odier Asset Management (USA)’s HealthEquity HQY Stock Holding History

Lombard Odier Asset Management (USA)’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
Q2 		– Sell
-170,000
Closed -$7.22M – 263
2017
Q1 		$7.22M Buy
170,000
+120,000
+240% +$5.31M 0.68% 41
2016
Q4 		$2.03M Buy
+50,000
New +$1.93M 0.26% 110

Other funds holding HQY

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
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
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
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
BAMCO Inc
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s HQY Position: Q2 2017 in Review

Lombard Odier Asset Management (USA) sold out of HealthEquity (HQY) in Q2 2017, closing a stake of 170,000 shares — an estimated $7.22M sold.

Lombard Odier Asset Management (USA) first reported a position in HQY in Q4 2016 and held it in 2 quarters. The position peaked at $7.22M in Q1 2017. 233 funds tracked by Wall St. Rank hold HQY as of Q2 2017.

  • Lombard Odier Asset Management (USA) reported no remaining HealthEquity position as of Q2 2017 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 170,000 HealthEquity shares in Q2 2017, an estimated $7.22M.
  • Lombard Odier Asset Management (USA) first reported a position in HealthEquity in Q4 2016 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s HealthEquity position peaked at $7.22M in Q1 2017.
  • 233 funds tracked by Wall St. Rank held HealthEquity as of Q2 2017.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q2 2017, filed 14 Aug 2017.