HealthEquity
68 hedge funds and large institutions have $792M invested in HealthEquity in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 14 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 20
39% more capital invested
Capital invested by funds: $568M → $792M (+$224M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 69 → 68 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.46M |
| 2 |
BAMCO Inc
New York
|
+$2.66M |
| 3 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$2.54M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.81M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$4M |
| 2 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$3.48M |
| 3 |
Morgan Stanley
New York
|
-$2.78M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.57M |
| 5 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Jane Street
New York
| – | -$364K | -19,858 | Closed |
|
77
D.E. Shaw & Co
New York
| – | -$290K | -15,828 | Closed |
|
78
Goldman Sachs
New York
| – | -$231K | -12,611 | Closed |
|
79
Arrowstreet Capital
Boston,
Massachusetts
| – | -$221K | -12,052 | Closed |
|
|
SO
80
STRS Ohio
Columbus,
Ohio
| – | -$66K | -3,600 | Closed |
|
|
MCM
81
Mazama Capital Management
Portland,
Oregon
| – | -$24K | -1,328 | Closed |
|
HQY Hedge Fund Activity: Q4 2014 in Review
68 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2014, worth a combined $792M — up 39% from $568M a quarter earlier.
Fund positioning in HQY was balanced in Q4 2014: 14 funds opened new positions, 14 closed out, 29 added to existing stakes and 20 trimmed.
The largest buyer was Vanguard Group, adding an estimated $8.46M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $4M sold.
- 68 institutional investors held HealthEquity (HQY) as of Q4 2014, down from 69 in Q3 2014.
- Funds reported $792M of HealthEquity stock for Q4 2014, up 39% quarter-over-quarter.
- 14 funds opened new HealthEquity positions in Q4 2014 and 14 closed out, a net change of 0 holders.
- The largest HealthEquity buyer in Q4 2014 was Vanguard Group, an estimated $8.46M added.
- The largest HealthEquity seller in Q4 2014 was TimesSquare Capital Management, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2014.