HealthEquity
140 hedge funds and large institutions have $1.28B invested in HealthEquity in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 27 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 34
58% more call options, than puts
Call options by funds: $2.23M | Put options by funds: $1.41M
5% more capital invested
Capital invested by funds: $1.23B → $1.28B (+$57.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 144 → 140 (-4)
15% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$20.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$20M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$15.5M |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$13.4M |
| 5 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$30.9M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$16.9M |
| 3 |
Morgan Stanley
New York
|
-$14.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.21M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$3.07M |
HQY Hedge Fund Activity: Q1 2016 in Review
140 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2016, worth a combined $1.28B — up 4.7% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of HQY and 23 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 60 added.
The largest buyer was Wasatch Advisors, adding an estimated $20.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $30.9M sold.
- 140 institutional investors held HealthEquity (HQY) as of Q1 2016, down from 144 in Q4 2015.
- Funds reported $1.28B of HealthEquity stock for Q1 2016, up 4.7% quarter-over-quarter.
- 23 funds opened new HealthEquity positions in Q1 2016 and 27 closed out, a net change of -4 holders.
- The largest HealthEquity buyer in Q1 2016 was Wasatch Advisors, an estimated $20.6M added.
- The largest HealthEquity seller in Q1 2016 was Lord, Abbett & Co, an estimated $30.9M sold.
Based on aggregated 13F filings for Q1 2016.