HealthEquity
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.
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)
Top Buyers
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$25.2M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$21.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.5M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$15.2M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$9.91M |
Top Sellers
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$7.34M |
| 2 |
FAM
Fred Alger Management
New York
|
-$5.47M |
| 3 |
Morgan Stanley
New York
|
-$3.53M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.12M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.74M |
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.