HealthEquity
285 hedge funds and large institutions have $5.6B invested in HealthEquity in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 33 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
43% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 88
6% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 33
1% more capital invested
Capital invested by funds: $5.52B → $5.6B (+$75.5M)
0% more funds holding
Funds holding: 285 → 285 (0)
9% less call options, than puts
Call options by funds: $29.4M | Put options by funds: $32.4M
3.58% less ownership
Funds ownership: 103.11% → 99.53% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$77.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.3M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$50M |
| 4 |
BlackRock
New York
|
+$33.5M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$80.4M |
| 2 |
DCM
Dorsal Capital Management
Redwood City,
California
|
-$69.7M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$24.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$21.6M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$20M |
HQY Hedge Fund Activity: Q1 2021 in Review
285 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2021, worth a combined $5.6B — up 1.4% from $5.52B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HQY positions and 33 closed out — a net gain of 2 holders — while 126 added to existing stakes and 88 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $77.1M. The largest seller was Jackson Square Partners, cutting an estimated $80.4M.
- 285 institutional investors held HealthEquity (HQY) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $5.6B of HealthEquity stock for Q1 2021, up 1.4% quarter-over-quarter.
- 35 funds opened new HealthEquity positions in Q1 2021 and 33 closed out, a net change of +2 holders.
- The largest HealthEquity buyer in Q1 2021 was Massachusetts Financial Services, an estimated $77.1M added.
- The largest HealthEquity seller in Q1 2021 was Jackson Square Partners, an estimated $80.4M sold.
Based on aggregated 13F filings for Q1 2021.