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HealthEquity
HQY

68 hedge funds and large institutions have $792M invested in HealthEquity in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

39% more capital invested

Capital invested by funds: $568M → $792M (+$224M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 69 → 68 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
29
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.46M
2
BAMCO Inc
BAMCO Inc
New York
+$2.66M
3
SIMG
Stephens Investment Management Group
Texas
+$2.54M
4
Northern Trust
Northern Trust
Illinois
+$1.81M
5
Wells Fargo
Wells Fargo
California
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$4M
2
TCM
Tygh Capital Management
Oregon
-$3.48M
3
Morgan Stanley
Morgan Stanley
New York
-$2.78M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.57M
5
TI
Turner Investments
Pennsylvania
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
BlackRock Advisors
Delaware
$2.45M -$144K -6,620 -6%
PAM
27
Panagora Asset Management
Massachusetts
$2.12M +$751K +34,626 +71%
TI
28
Turner Investments
Pennsylvania
$1.86M -$1.3M -59,840 -45%
Federated Hermes
29
Federated Hermes
Pennsylvania
$1.86M -$43.4K -2,000 -3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$1.76M +$702K +32,377 +88%
BHMP
31
Bardin Hill Management Partners
New York
$1.65M -$217K -10,000 -13%
JHIU
32
Janus Henderson Investors US
Colorado
$1.55M -$77.7K -3,583 -6%
LCG
33
Lisanti Capital Growth
New York
$1.55M +$134K +6,184 +11%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.52M +$752K +34,646 +138%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.32M +$385K +17,754 +52%
WA
36
Wasatch Advisors
Utah
$1.28M -$759 -35 -0.1%
RFC
37
Russell Frank Company
Washington
$1.23M -$750K -34,551 -42%
NFA
38
Nationwide Fund Advisors
Ohio
$1.16M +$182K +8,379 +23%
CCI
39
Columbus Circle Investors
$1.09M +$929K +42,843 New
Eagle Capital Management (New York)
40
Eagle Capital Management (New York)
New York
$1.02M +$28.2K +1,300 +3%
BIM
41
BlackRock Investment Management
Delaware
$945K +$10.5K +486 +1%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$718K -$65.6K -3,024 -10%
ACM
43
Atika Capital Management
New York
$702K -$182K -8,400 -23%
Deutsche Bank
44
Deutsche Bank
Germany
$676K -$154K -7,079 -21%
Citigroup
45
Citigroup
New York
$654K +$531K +24,471 +2,004%
TCIM
46
TIAA CREF Investment Management
New York
$586K +$51.7K +2,381 +12%
COPPSERS
47
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$559K +$93.3K +4,300 +24%
Charles Schwab
48
Charles Schwab
California
$547K +$466K +21,465 New
CSS
49
Cubist Systematic Strategies
Connecticut
$505K +$84.5K +3,897 +24%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$493K +$1.8K +83 +0.4%
1
2
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HQY Hedge Fund Activity: Q4 2014 in Review

68 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2014, worth a combined $792M — up 39% from $568M a quarter earlier.

Fund positioning in HQY was balanced in Q4 2014: 14 funds opened new positions, 14 closed out, 29 added to existing stakes and 20 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.46M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $4M sold.

  • 68 institutional investors held HealthEquity (HQY) as of Q4 2014, down from 69 in Q3 2014.
  • Funds reported $792M of HealthEquity stock for Q4 2014, up 39% quarter-over-quarter.
  • 14 funds opened new HealthEquity positions in Q4 2014 and 14 closed out, a net change of 0 holders.
  • The largest HealthEquity buyer in Q4 2014 was Vanguard Group, an estimated $8.46M added.
  • The largest HealthEquity seller in Q4 2014 was TimesSquare Capital Management, an estimated $4M sold.

Based on aggregated 13F filings for Q4 2014.