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HealthEquity
HQY

69 hedge funds and large institutions have $568M invested in HealthEquity in 2014 Q3 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NPGCU
Napier Park Global Capital (US)
New York
+$77.4M
2
BAMCO Inc
BAMCO Inc
New York
+$31.1M
3
Morgan Stanley
Morgan Stanley
New York
+$28.1M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$22.3M
5
SIMG
Stephens Investment Management Group
Texas
+$17.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$378K +$396K +20,633 New
Jane Street
52
Jane Street
New York
$364K +$381K +19,858 New
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$353K +$371K +19,300 New
COPPSERS
54
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$324K +$339K +17,675 New
CSS
55
Cubist Systematic Strategies
Connecticut
$292K +$306K +15,941 New
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$290K +$304K +15,828 New
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$270K +$284K +14,770 New
Goldman Sachs
58
Goldman Sachs
New York
$231K +$242K +12,611 New
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$221K +$231K +12,052 New
TA
60
Teachers Advisors
New York
$179K +$187K +9,755 New
MAA
61
Managed Account Advisors
New Jersey
$117K +$123K +6,388 New
U
62
UBS
Switzerland
$98K +$102K +5,334 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$92K +$96K +5,000 New
SO
64
STRS Ohio
Ohio
$66K +$69.1K +3,600 New
MCM
65
Mazama Capital Management
Oregon
$24K +$25.5K +1,328 New
Citigroup
66
Citigroup
New York
$23K +$23.4K +1,221 New
BJ
67
BlackRock Japan
Japan
$5K +$5.22K +272 New
WRM
68
Westport Resources Management
Connecticut
$2K +$1.92K +100 New
PTC
69
Private Trust Company
Ohio
– +$192 +10 New
1 2
3

HQY Hedge Fund Activity: Q3 2014 in Review

69 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2014, worth a combined $568M.

Buyers outnumbered sellers: 69 funds opened new HQY positions and 0 closed out — a net gain of 69 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Napier Park Global Capital (US), opening a new position worth an estimated $77.4M.

  • 69 institutional investors held HealthEquity (HQY) as of Q3 2014, up from 0 in Q2 2014.
  • Funds reported $568M of HealthEquity stock for Q3 2014.
  • 69 funds opened new HealthEquity positions in Q3 2014 and 0 closed out, a net change of +69 holders.
  • The largest HealthEquity buyer in Q3 2014 was Napier Park Global Capital (US), an estimated $77.4M added.

Based on aggregated 13F filings for Q3 2014.