HealthEquity
326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.
39% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 44
26% more capital invested
Capital invested by funds: $3.55B → $4.48B (+$935M)
12% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 105
5% more funds holding
Funds holding: 310 → 326 (+16)
1.35% more ownership
Funds ownership: 96.31% → 97.66% (+1.3%)
34% less call options, than puts
Call options by funds: $14.6M | Put options by funds: $22M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$122M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$26.5M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$23.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$21.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$45.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.5M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$31.4M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$27.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$25.3M |
HQY Hedge Fund Activity: Q1 2019 in Review
326 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2019, worth a combined $4.48B — up 26% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new HQY positions and 44 closed out — a net gain of 17 holders — while 118 added to existing stakes and 105 trimmed.
The largest buyer was Jackson Square Partners, opening a new position worth an estimated $122M. The largest seller was Janus Henderson Group, cutting an estimated $45.4M.
- 326 institutional investors held HealthEquity (HQY) as of Q1 2019, up from 310 in Q4 2018.
- Funds reported $4.48B of HealthEquity stock for Q1 2019, up 26% quarter-over-quarter.
- 61 funds opened new HealthEquity positions in Q1 2019 and 44 closed out, a net change of +17 holders.
- The largest HealthEquity buyer in Q1 2019 was Jackson Square Partners, an estimated $122M added.
- The largest HealthEquity seller in Q1 2019 was Janus Henderson Group, an estimated $45.4M sold.
Based on aggregated 13F filings for Q1 2019.