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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
Stifel Financial
51
Stifel Financial
Missouri
$11M +$8.26M +177,462 +457%
TCIM
52
TIAA CREF Investment Management
New York
$10.6M +$557K +11,974 +6%
N
53
Nuveen
North Carolina
$10.2M -$20.2K -435 -0.2%
CWAM
54
Columbia Wanger Asset Management
Illinois
$9.91M -$741K -15,912 -8%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$9.14M +$998K +21,441 +13%
PC
56
Pier Capital
Connecticut
$9.08M +$2.32M +49,798 +38%
AAM
57
Aureus Asset Management
Massachusetts
$9.04M +$78.2K +1,680 +0.9%
RSCM
58
Rock Springs Capital Management
Maryland
$8.35M +$5.31M +114,000 +224%
Millennium Management
59
Millennium Management
New York
$7.83M +$7.21M +154,821 New
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$7.59M +$2.51M +53,885 +56%
AII
61
AGF Investments Inc
Ontario, Canada
$7.32M – – –
RA
62
Royce & Associates
New York
$7.04M – – –
TAM
63
Tiverton Asset Management
Delaware
$6.66M -$3.03M -65,065 -33%
NIP
64
Nicholas Investment Partners
California
$6.49M -$410K -8,810 -6%
HighTower Advisors
65
HighTower Advisors
Illinois
$6.33M -$1.44M -31,038 -20%
American Century Companies
66
American Century Companies
Missouri
$6.21M -$795K -17,083 -12%
CAM
67
Cortina Asset Management
Wisconsin
$5.93M -$15.5M -333,160 -74%
First Trust Advisors
68
First Trust Advisors
Illinois
$5.89M +$1.03M +22,217 +24%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.74M – – –
Prudential Financial
70
Prudential Financial
New Jersey
$5.3M -$39.6K -850 -0.8%
CRC
71
Curi RMB Capital
Illinois
$5.27M +$1.44M +30,920 +42%
LCM
72
Lucha Capital Management
California
$5.2M +$4.78M +102,780 New
Legal & General Group
73
Legal & General Group
United Kingdom
$5.1M +$621K +13,350 +15%
DHFB
74
Dixon Hubard Feinour & Brown
Virginia
$5.07M +$4.67M +100,260 New
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$4.97M +$345K +7,416 +8%
1 2
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.