HealthEquity
285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.
40% more capital invested
Capital invested by funds: $3.95B → $5.52B (+$1.57B)
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
2.87% more ownership
Funds ownership: 100.24% → 103.11% (+2.9%)
1% more funds holding
Funds holding: 282 → 285 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less call options, than puts
Call options by funds: $28.2M | Put options by funds: $28.8M
16% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$83.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$83.8M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$68.7M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$63M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$69.3M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$49.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$33.7M |
| 4 |
FAM
Fred Alger Management
New York
|
-$32.7M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$21.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21K | -416 | Closed |
|
|
VFA
302
Valeo Financial Advisors
Carmel,
Indiana
| – | -$20K | -388 | Closed |
|
|
LWA
303
Lenox Wealth Advisors
New York
| – | -$19K | -375 | Closed |
|
|
CIA
304
CSat Investment Advisory
Detroit,
Michigan
| – | -$12K | -226 | Closed |
|
|
CFFP
305
Center for Financial Planning
Southfied,
Michigan
| – | -$10K | -200 | Closed |
|
|
PFS
306
Prospera Financial Services
Dallas,
Texas
| – | -$10K | -200 | Closed |
|
|
FFA
307
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$8K | -149 | Closed |
|
|
NNP
308
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$6K | -120 | Closed |
|
|
PA
309
Parallel Advisors
San Francisco,
California
| – | -$5K | -93 | Closed |
|
|
PCG
310
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -13 | Closed |
|
|
F
311
F3Logic
Burnsville,
Minnesota
| – | -$308 | -6 | Closed |
|
HQY Hedge Fund Activity: Q4 2020 in Review
285 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2020, worth a combined $5.52B — up 40% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new HQY positions and 29 closed out — a net gain of 5 holders — while 97 added to existing stakes and 116 trimmed.
The largest buyer was Jackson Square Partners, adding an estimated $83.9M. The largest seller was AllianceBernstein, cutting an estimated $69.3M.
- 285 institutional investors held HealthEquity (HQY) as of Q4 2020, up from 282 in Q3 2020.
- Funds reported $5.52B of HealthEquity stock for Q4 2020, up 40% quarter-over-quarter.
- 34 funds opened new HealthEquity positions in Q4 2020 and 29 closed out, a net change of +5 holders.
- The largest HealthEquity buyer in Q4 2020 was Jackson Square Partners, an estimated $83.9M added.
- The largest HealthEquity seller in Q4 2020 was AllianceBernstein, an estimated $69.3M sold.
Based on aggregated 13F filings for Q4 2020.