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Tekla Capital Management’s HealthEquity HQY Stock Holding History

Tekla 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
2023
Q1 		– Sell
-110,214
Closed -$6.79M – 180
2022
Q4 		$6.79M Hold
110,214
– – 0.26% 68
2022
Q3 		$7.4M Sell
110,214
-5,100
-4% -$323K 0.3% 62
2022
Q2 		$7.08M Buy
115,314
+12,000
+12% +$769K 0.28% 70
2022
Q1 		$6.97M Buy
+103,314
New +$5.58M 0.24% 79
2020
Q2 		– Sell
-27,310
Closed -$1.38M – 223
2020
Q1 		$1.38M Sell
27,310
-4,500
-14% -$299K 0.06% 156
2019
Q4 		$2.36M Hold
31,810
– – 0.09% 144
2019
Q3 		$1.82M Hold
31,810
– – 0.08% 139
2019
Q2 		$2.08M Buy
+31,810
New +$2.21M 0.08% 130

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tekla Capital Management's HQY Position: Q1 2023 in Review

Tekla Capital Management sold out of HealthEquity (HQY) in Q1 2023, closing a stake of 110,214 shares — an estimated $6.79M sold.

Tekla Capital Management first reported a position in HQY in Q2 2019 and held it in 8 quarters. The position peaked at $7.4M in Q3 2022. 311 funds tracked by Wall St. Rank hold HQY as of Q1 2023.

  • Tekla Capital Management reported no remaining HealthEquity position as of Q1 2023 after selling out during the quarter.
  • Tekla Capital Management sold 110,214 HealthEquity shares in Q1 2023, an estimated $6.79M.
  • Tekla Capital Management first reported a position in HealthEquity in Q2 2019 and held it in 8 quarters.
  • Tekla Capital Management's HealthEquity position peaked at $7.4M in Q3 2022.
  • 311 funds tracked by Wall St. Rank held HealthEquity as of Q1 2023.

Based on Tekla Capital Management's 13F filing for Q1 2023, filed 10 May 2023.