HealthEquity
288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.
0.73% more ownership
Funds ownership: 99.25% → 99.98% (+0.73%)
7% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 108
9% less funds holding
Funds holding: 317 → 288 (-29)
31% less capital invested
Capital invested by funds: $5.21B → $3.6B (-$1.61B)
42% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 55
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
58% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $36.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$117M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$99.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$52.4M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$49.6M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$168M |
| 2 |
Morgan Stanley
New York
|
-$64.5M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$57M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$55.2M |
| 5 |
BlackRock
New York
|
-$41.1M |
HQY Hedge Fund Activity: Q1 2020 in Review
288 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2020, worth a combined $3.6B — down 31% from $5.21B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of HQY and 32 opened new positions — a net loss of 23 holders — while 108 trimmed existing stakes and 100 added.
The largest buyer was AllianceBernstein, adding an estimated $117M. The largest seller was Fidelity Investments, cutting an estimated $168M.
- 288 institutional investors held HealthEquity (HQY) as of Q1 2020, down from 317 in Q4 2019.
- Funds reported $3.6B of HealthEquity stock for Q1 2020, down 31% quarter-over-quarter.
- 32 funds opened new HealthEquity positions in Q1 2020 and 55 closed out, a net change of -23 holders.
- The largest HealthEquity buyer in Q1 2020 was AllianceBernstein, an estimated $117M added.
- The largest HealthEquity seller in Q1 2020 was Fidelity Investments, an estimated $168M sold.
Based on aggregated 13F filings for Q1 2020.