HealthEquity
273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.
187% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 23
37% more call options, than puts
Call options by funds: $8.75M | Put options by funds: $6.39M
34% more capital invested
Capital invested by funds: $2.77B → $3.71B (+$938M)
16% more funds holding
Funds holding: 235 → 273 (+38)
0.28% more ownership
Funds ownership: 99.17% → 99.45% (+0.28%)
0% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 88
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$119M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$39.5M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$26.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.9M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$124M |
| 2 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$34.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.3M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$15.7M |
| 5 |
Bank of New York Mellon
New York
|
-$10.9M |
HQY Hedge Fund Activity: Q1 2018 in Review
273 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2018, worth a combined $3.71B — up 34% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new HQY positions and 23 closed out — a net gain of 43 holders — while 88 added to existing stakes and 88 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $119M. The largest seller was W.R. Berkley Corp, cutting an estimated $124M.
- 273 institutional investors held HealthEquity (HQY) as of Q1 2018, up from 235 in Q4 2017.
- Funds reported $3.71B of HealthEquity stock for Q1 2018, up 34% quarter-over-quarter.
- 66 funds opened new HealthEquity positions in Q1 2018 and 23 closed out, a net change of +43 holders.
- The largest HealthEquity buyer in Q1 2018 was Morgan Stanley, an estimated $119M added.
- The largest HealthEquity seller in Q1 2018 was W.R. Berkley Corp, an estimated $124M sold.
Based on aggregated 13F filings for Q1 2018.