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HealthEquity
HQY

88 hedge funds and large institutions have $928M invested in HealthEquity in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

110% more call options, than puts

Call options by funds: $21K | Put options by funds: $10K

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

29% more funds holding

Funds holding: 68 → 88 (+20)

17% more capital invested

Capital invested by funds: $792M → $928M (+$136M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
88
Holders Change
+20
Holders Change %
+29.41%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
35
Reduced
19
Closed
5
Calls
$21K
Puts
$10K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
WA
Wasatch Advisors
Utah
+$25.2M
2
JHIU
Janus Henderson Investors US
Colorado
+$21.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19.5M
4
Franklin Resources
Franklin Resources
California
+$15.2M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$9.91M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$7.34M
2
FAM
Fred Alger Management
New York
-$5.47M
3
Morgan Stanley
Morgan Stanley
New York
-$3.53M
4
PAM
Panagora Asset Management
Massachusetts
-$2.12M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$3.63M +$696K +32,116 +28%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$3.58M +$60.5K +2,790 +2%
BIT
28
BlackRock Institutional Trust
California
$3.13M +$550K +25,347 +25%
Northern Trust
29
Northern Trust
Illinois
$2.9M +$202K +9,326 +9%
Citadel Advisors
30
Citadel Advisors
Florida
$2.72M +$2.36M +108,707 New
RFC
31
Russell Frank Company
Washington
$2.48M +$1.11M +51,405 +107%
BA
32
BlackRock Advisors
Delaware
$2.42M +$13.3K +611 +0.6%
PI
33
Putnam Investments
Massachusetts
$2.38M +$2.07M +95,423 New
Renaissance Technologies
34
Renaissance Technologies
New York
$2.22M +$1.93M +88,800 New
AAM
35
Aureus Asset Management
Massachusetts
$2.22M +$1.92M +88,661 New
DIA
36
Denver Investment Advisors
Colorado
$2.1M +$1.82M +83,840 New
Geode Capital Management
37
Geode Capital Management
Massachusetts
$1.94M +$178K +8,221 +12%
FWM
38
Frontier Wealth Management
Missouri
$1.8M +$1.57M +72,240 New
TI
39
Turner Investments
Pennsylvania
$1.71M -$95.9K -4,420 -6%
BHMP
40
Bardin Hill Management Partners
New York
$1.62M – – –
Asset Management One
41
Asset Management One
Japan
$1.51M +$1.31M +60,438 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.4M +$94.4K +4,353 +8%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.24M -$218K -10,046 -17%
Deutsche Bank
44
Deutsche Bank
Germany
$1.13M +$408K +18,815 +71%
NFA
45
Nationwide Fund Advisors
Ohio
$1.07M -$52.6K -2,424 -5%
Eagle Capital Management (New York)
46
Eagle Capital Management (New York)
New York
$1M – – –
BIM
47
BlackRock Investment Management
Delaware
$938K +$8.8K +406 +1%
FAM
48
Fred Alger Management
New York
$907K -$5.47M -252,093 -87%
Goldman Sachs
49
Goldman Sachs
New York
$851K +$738K +34,050 New
WMSA
50
Weiss Multi-Strategy Advisers
New York
$812K +$705K +32,500 New
1
2
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HQY Hedge Fund Activity: Q1 2015 in Review

88 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2015, worth a combined $928M — up 17% from $792M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HQY positions and 5 closed out — a net gain of 20 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $25.2M. The largest seller was CIBC Private Wealth Group, cutting an estimated $7.34M.

  • 88 institutional investors held HealthEquity (HQY) as of Q1 2015, up from 68 in Q4 2014.
  • Funds reported $928M of HealthEquity stock for Q1 2015, up 17% quarter-over-quarter.
  • 25 funds opened new HealthEquity positions in Q1 2015 and 5 closed out, a net change of +20 holders.
  • The largest HealthEquity buyer in Q1 2015 was Wasatch Advisors, an estimated $25.2M added.
  • The largest HealthEquity seller in Q1 2015 was CIBC Private Wealth Group, an estimated $7.34M sold.

Based on aggregated 13F filings for Q1 2015.