HealthEquity
282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 80
1.34% more ownership
Funds ownership: 98.9% → 100.24% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $4.14B → $3.95B (-$194M)
4% less funds holding
Funds holding: 293 → 282 (-11)
23% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 43
51% less call options, than puts
Call options by funds: $20.8M | Put options by funds: $42.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$68.5M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$65.7M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$60.9M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$42.9M |
| 5 |
JP Morgan Chase
New York
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$43.8M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$42.2M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$23.2M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$19.3M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$18.5M |
HQY Hedge Fund Activity: Q3 2020 in Review
282 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2020, worth a combined $3.95B — down 4.7% from $4.14B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of HQY and 33 opened new positions — a net loss of 10 holders — while 80 trimmed existing stakes and 130 added.
The largest buyer was Jackson Square Partners, adding an estimated $68.5M. The largest seller was Artisan Partners, exiting entirely with an estimated $43.8M sold.
- 282 institutional investors held HealthEquity (HQY) as of Q3 2020, down from 293 in Q2 2020.
- Funds reported $3.95B of HealthEquity stock for Q3 2020, down 4.7% quarter-over-quarter.
- 33 funds opened new HealthEquity positions in Q3 2020 and 43 closed out, a net change of -10 holders.
- The largest HealthEquity buyer in Q3 2020 was Jackson Square Partners, an estimated $68.5M added.
- The largest HealthEquity seller in Q3 2020 was Artisan Partners, an estimated $43.8M sold.
Based on aggregated 13F filings for Q3 2020.