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HealthEquity
HQY

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

10% more capital invested

Capital invested by funds: $2.76B → $3.03B (+$269M)

6.64% more ownership

Funds ownership: 92.39% → 99.02% (+6.6%)

2% more funds holding

Funds holding: 233 → 238 (+5)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

79% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $8.65M

Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.2M
2
EAM
Eagle Asset Management
Florida
+$33.4M
3
BlackRock
BlackRock
New York
+$31.5M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$21.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.2M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
-$25M
2
CAM
Cortina Asset Management
Wisconsin
-$15.5M
3
Two Sigma Investments
Two Sigma Investments
New York
-$10.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.4M
5
SIMG
Stephens Investment Management Group
Texas
-$7.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$24.1M +$3.35M +71,901 +18%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$23.9M +$3.65M +78,429 +20%
Artisan Partners
28
Artisan Partners
Wisconsin
$23.5M +$4.35M +93,435 +25%
FAM
29
Fred Alger Management
New York
$23.3M +$9.1M +195,576 +74%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$22.9M -$1.64M -35,130 -7%
Principal Financial Group
31
Principal Financial Group
Iowa
$22.1M +$2.36M +50,766 +13%
Ameriprise
32
Ameriprise
Minnesota
$21.6M +$2.42M +51,992 +14%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$20.6M -$201K -4,326 -1%
O
34
OppenheimerFunds
New York
$19.9M -$4.4M -94,455 -19%
Goldman Sachs
35
Goldman Sachs
New York
$18.7M +$11.1M +238,055 +181%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$16.7M -$509K -10,931 -3%
Renaissance Technologies
37
Renaissance Technologies
New York
$16.4M +$10.6M +227,400 +234%
Franklin Resources
38
Franklin Resources
California
$16M +$646K +13,888 +5%
Deutsche Bank
39
Deutsche Bank
Germany
$15.4M +$7.06M +151,605 +99%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$15M +$1.19M +25,647 +9%
GIP
41
Granite Investment Partners
California
$14.8M +$819K +17,594 +6%
PMAM
42
Picton Mahoney Asset Management
Ontario, Canada
$14.7M +$223K +4,800 +2%
NCGI
43
Next Century Growth Investors
Minnesota
$14.1M -$4.61M -98,958 -26%
KCM
44
Kornitzer Capital Management
Kansas
$13.9M -$1.34M -28,840 -10%
NFA
45
Nationwide Fund Advisors
Ohio
$13.7M +$3.61M +77,630 +40%
Norges Bank
46
Norges Bank
Norway
$12.5M -$6.38M -137,014 -36%
IGGA
47
Iron Gate Global Advisors
Utah
$12M +$209K +4,493 +2%
Bank of America
48
Bank of America
North Carolina
$11.8M +$4.72M +101,399 +77%
CM
49
Castleark Management
Illinois
$11.4M +$10.5M +225,984 New
Charles Schwab
50
Charles Schwab
California
$11.4M +$1.26M +27,073 +14%
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3 4 5

HQY Hedge Fund Activity: Q3 2017 in Review

238 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2017, worth a combined $3.03B — up 9.7% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HQY positions and 23 closed out — a net gain of 9 holders — while 98 added to existing stakes and 81 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $36.2M. The largest seller was W.R. Berkley Corp, cutting an estimated $25M.

  • 238 institutional investors held HealthEquity (HQY) as of Q3 2017, up from 233 in Q2 2017.
  • Funds reported $3.03B of HealthEquity stock for Q3 2017, up 9.7% quarter-over-quarter.
  • 32 funds opened new HealthEquity positions in Q3 2017 and 23 closed out, a net change of +9 holders.
  • The largest HealthEquity buyer in Q3 2017 was Royal Bank of Canada, an estimated $36.2M added.
  • The largest HealthEquity seller in Q3 2017 was W.R. Berkley Corp, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2017.