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HealthEquity
HQY

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

15% more capital invested

Capital invested by funds: $3.6B → $4.14B (+$541M)

2% more funds holding

Funds holding: 288 → 293 (+5)

8% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 113

1.08% less ownership

Funds ownership: 99.98% → 98.9% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

75% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $55.8M

Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$57.9M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$28.6M
3
DCM
Dorsal Capital Management
California
+$27.6M
4
WA
Wasatch Advisors
Utah
+$27.2M
5
ESCM
Echo Street Capital Management
New York
+$25.1M

Top Sellers

1
JSP
Jackson Square Partners
California
-$82.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$44.3M
4
Invesco
Invesco
Georgia
-$27.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Pension Plan Investment Board
251
Canada Pension Plan Investment Board
Ontario, Canada
$35K +$33.2K +600 New
AssetMark Inc
252
AssetMark Inc
California
$31K +$13K +235 +80%
BCV
253
Banque Cantonale Vaudoise
Switzerland
$29K – – –
GRP
254
Global Retirement Partners
California
$29K +$3.59K +65 +15%
KPCM
255
Kings Point Capital Management
New York
$29K +$27.6K +500 New
WCG
256
Weaver Consulting Group
California
$29K +$27.6K +500 New
EP
257
Eudaimonia Partners
Tennessee
$26K – – –
VFA
258
Valeo Financial Advisors
Indiana
$25K +$1.82K +33 +8%
LWA
259
Lenox Wealth Advisors
New York
$22K – – –
CAN
260
Cetera Advisor Networks
California
$18K +$16.6K +300 New
TFS
261
TrustCore Financial Services
Tennessee
$16K – – –
CFFP
262
Center for Financial Planning
Michigan
$12K – – –
CIA
263
CSat Investment Advisory
Michigan
$11K -$2.05K -37 -16%
PWMG
264
Prestige Wealth Management Group
New Jersey
$11K – – –
PA
265
Parallel Advisors
California
$10K – – –
SFS
266
Sowell Financial Services
Arkansas
$10K – – –
FHA
267
Flagship Harbor Advisors
Massachusetts
$7K +$7.13K +129 New
CFGS
268
Concourse Financial Group Securities
Alabama
$6K -$5.92K -107 -49%
FCM
269
Firestone Capital Management
Florida
$6K – – –
IA
270
IFP Advisors
Florida
$6K – – –
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
SIS
272
Sound Income Strategies
Florida
$5K – – –
BCA
273
Berman Capital Advisors
Georgia
$5K +$4.09K +74 +529%
MAM
274
Meeder Asset Management
Ohio
$5K +$4.31K +78 New
OPS
275
Orion Portfolio Solutions
Nebraska
$5K +$4.31K +78 New
9 10
11
12 13

HQY Hedge Fund Activity: Q2 2020 in Review

293 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2020, worth a combined $4.14B — up 15% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HQY positions and 32 closed out — a net gain of 7 holders — while 104 added to existing stakes and 113 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $57.9M. The largest seller was Jackson Square Partners, cutting an estimated $82.8M.

  • 293 institutional investors held HealthEquity (HQY) as of Q2 2020, up from 288 in Q1 2020.
  • Funds reported $4.14B of HealthEquity stock for Q2 2020, up 15% quarter-over-quarter.
  • 39 funds opened new HealthEquity positions in Q2 2020 and 32 closed out, a net change of +7 holders.
  • The largest HealthEquity buyer in Q2 2020 was William Blair Investment Management, an estimated $57.9M added.
  • The largest HealthEquity seller in Q2 2020 was Jackson Square Partners, an estimated $82.8M sold.

Based on aggregated 13F filings for Q2 2020.