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HealthEquity
HQY

69 hedge funds and large institutions have $568M invested in HealthEquity in 2014 Q3 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NPGCU
Napier Park Global Capital (US)
New York
+$77.4M
2
BAMCO Inc
BAMCO Inc
New York
+$31.1M
3
Morgan Stanley
Morgan Stanley
New York
+$28.1M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$22.3M
5
SIMG
Stephens Investment Management Group
Texas
+$17.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
BlackRock Advisors
Delaware
$1.88M +$1.98M +102,915 New
State Street
27
State Street
Massachusetts
$1.61M +$1.69M +87,800 New
Fidelity Investments
28
Fidelity Investments
Massachusetts
$1.57M +$1.65M +86,000 New
RFC
29
Russell Frank Company
Washington
$1.51M +$1.58M +82,461 New
BHMP
30
Bardin Hill Management Partners
New York
$1.37M +$1.44M +75,000 New
Federated Hermes
31
Federated Hermes
Pennsylvania
$1.37M +$1.44M +75,000 New
Citadel Advisors
32
Citadel Advisors
Florida
$1.2M +$1.25M +65,364 New
JHIU
33
Janus Henderson Investors US
Colorado
$1.18M +$1.24M +64,528 New
Vanguard Group
34
Vanguard Group
Pennsylvania
$1.15M +$1.21M +62,826 New
LCG
35
Lisanti Capital Growth
New York
$1M +$1.05M +54,620 New
WA
36
Wasatch Advisors
Utah
$925K +$970K +50,515 New
PAM
37
Panagora Asset Management
Massachusetts
$887K +$930K +48,468 New
BG
38
BlackRock Group
United Kingdom
$835K +$877K +45,658 New
Eagle Capital Management (New York)
39
Eagle Capital Management (New York)
New York
$709K +$743K +38,700 New
NFA
40
Nationwide Fund Advisors
Ohio
$678K +$711K +37,043 New
Geode Capital Management
41
Geode Capital Management
Massachusetts
$676K +$709K +36,947 New
BIM
42
BlackRock Investment Management
Delaware
$671K +$703K +36,636 New
ACM
43
Atika Capital Management
New York
$659K +$691K +36,000 New
GPGA
44
Grandeur Peak Global Advisors
Utah
$641K +$672K +35,000 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$622K +$652K +33,989 New
Deutsche Bank
46
Deutsche Bank
Germany
$615K +$646K +33,662 New
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$572K +$600K +31,236 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$460K +$482K +25,100 New
RIM
49
Rainier Investment Management
Washington
$458K +$480K +25,000 New
Northern Trust
50
Northern Trust
Illinois
$422K +$443K +23,070 New
1
2
3

HQY Hedge Fund Activity: Q3 2014 in Review

69 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2014, worth a combined $568M.

Buyers outnumbered sellers: 69 funds opened new HQY positions and 0 closed out — a net gain of 69 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Napier Park Global Capital (US), opening a new position worth an estimated $77.4M.

  • 69 institutional investors held HealthEquity (HQY) as of Q3 2014, up from 0 in Q2 2014.
  • Funds reported $568M of HealthEquity stock for Q3 2014.
  • 69 funds opened new HealthEquity positions in Q3 2014 and 0 closed out, a net change of +69 holders.
  • The largest HealthEquity buyer in Q3 2014 was Napier Park Global Capital (US), an estimated $77.4M added.

Based on aggregated 13F filings for Q3 2014.