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HealthEquity
HQY

150 hedge funds and large institutions have $1.62B invested in HealthEquity in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,880% more call options, than puts

Call options by funds: $4.59M | Put options by funds: $46K

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

63% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 41

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more capital invested

Capital invested by funds: $1.28B → $1.62B (+$336M)

7% more funds holding

Funds holding: 140 → 150 (+10)

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
67
Reduced
41
Closed
14
Calls
$4.59M
Puts
$46K
Net Calls
+$4.54M
Net Calls Change
+$3.72M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$17.2M
2
Invesco
Invesco
Georgia
+$14.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$12.3M
4
WRF
Waddell & Reed Financial
Kansas
+$9.83M
5
GIP
Granite Investment Partners
California
+$8.58M

Top Sellers

Rank Fund Capital Flow
1
NPGCU
Napier Park Global Capital (US)
New York
-$26.3M
2
Millennium Management
Millennium Management
New York
-$10M
3
Wells Fargo
Wells Fargo
California
-$7.67M
4
BAMCO Inc
BAMCO Inc
New York
-$6.87M
5
CC
Crosslink Capital
California
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AII
51
AGF Investments Inc
Ontario, Canada
$3.92M +$525K +20,000 +18%
TCIM
52
TIAA CREF Investment Management
New York
$3.87M +$297K +11,320 +10%
NIP
53
Nicholas Investment Partners
California
$3.67M +$3.17M +120,633 New
DCM
54
Driehaus Capital Management
Illinois
$3.55M +$1M +38,246 +49%
AAM
55
Aureus Asset Management
Massachusetts
$3.46M +$62.5K +2,380 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.29M -$274K -10,428 -9%
EAM
57
EverPoint Asset Management
Connecticut
$3.04M +$2.63M +100,000 New
FI
58
FCM Investments
Texas
$3.03M +$972K +37,001 +59%
Prudential Financial
59
Prudential Financial
New Jersey
$2.81M +$142K +5,410 +6%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.75M +$359K +13,657 +18%
PPA
61
Parametric Portfolio Associates
Washington
$2.74M +$108K +4,124 +5%
TAM
62
Tiverton Asset Management
Delaware
$2.59M -$422K -16,055 -41%
Goldman Sachs
63
Goldman Sachs
New York
$2.55M +$870K +33,136 +65%
ACMM
64
Arbor Capital Management (Minnesota)
Minnesota
$2.41M -$838K -31,900 -29%
SI
65
Scout Investments
Missouri
$2.4M +$6.56K +250 +0.3%
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$2.35M +$557K +21,219 +38%
PI
67
Putnam Investments
Massachusetts
$2.34M +$2.02M +76,921 New
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$2.25M +$982K +37,414 +102%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$2.24M -$186K -7,070 -9%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.14M +$352K +13,400 +24%
TA
71
Teachers Advisors
New York
$2.09M +$407K +15,518 +29%
AHC
72
Anderson Hoagland & Co
Missouri
$2.08M -$1.17M -44,545 -39%
Asset Management One
73
Asset Management One
Japan
$2.06M +$206K +7,856 +13%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$2.06M +$1.78M +67,900 New
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
$2.06M -$30K -1,144 -2%
1 2
3
4 5

HQY Hedge Fund Activity: Q2 2016 in Review

150 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2016, worth a combined $1.62B — up 26% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HQY positions and 14 closed out — a net gain of 11 holders — while 67 added to existing stakes and 41 trimmed.

The largest buyer was Vanguard Group, adding an estimated $17.2M. The largest seller was Napier Park Global Capital (US), cutting an estimated $26.3M.

  • 150 institutional investors held HealthEquity (HQY) as of Q2 2016, up from 140 in Q1 2016.
  • Funds reported $1.62B of HealthEquity stock for Q2 2016, up 26% quarter-over-quarter.
  • 25 funds opened new HealthEquity positions in Q2 2016 and 14 closed out, a net change of +11 holders.
  • The largest HealthEquity buyer in Q2 2016 was Vanguard Group, an estimated $17.2M added.
  • The largest HealthEquity seller in Q2 2016 was Napier Park Global Capital (US), an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2016.