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HealthEquity
HQY

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

55% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 67

19% more capital invested

Capital invested by funds: $2.32B → $2.76B (+$440M)

9% more funds holding

Funds holding: 213 → 233 (+20)

0.53% more ownership

Funds ownership: 91.86% → 92.39% (+0.53%)

44% less call options, than puts

Call options by funds: $5.28M | Put options by funds: $9.41M

Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$85.2M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$38.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.7M
4
TCM
TimesSquare Capital Management
New York
+$24.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.8M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
-$41.2M
2
Wells Fargo
Wells Fargo
California
-$29.2M
3
PC
PointState Capital
New York
-$16.9M
4
NCGI
Next Century Growth Investors
Minnesota
-$12.9M
5
Capital World Investors
Capital World Investors
California
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RSCM
101
Rock Springs Capital Management
Maryland
$2.54M +$46.8K +1,000 +2%
EP
102
Elkfork Partners
Oregon
$2.45M -$321K -6,860 -12%
EVM
103
Eaton Vance Management
Massachusetts
$2.37M +$1.05M +22,464 +90%
Comerica Bank
104
Comerica Bank
Texas
$2.28M -$90K -1,924 -4%
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$2.25M +$2.11M +45,092 New
LPL Financial
106
LPL Financial
California
$2.16M +$1.1M +23,571 +119%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$2.02M – – –
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.94M +$241K +5,156 +15%
GHCM
109
Glen Harbor Capital Management
California
$1.92M -$252K -5,390 -12%
Stifel Financial
110
Stifel Financial
Missouri
$1.92M +$59.1K +1,263 +3%
NC
111
NBW Capital
Massachusetts
$1.86M +$13.7K +292 +0.8%
HHC
112
Hutchin Hill Capital
New York
$1.83M +$407K +8,700 +31%
Two Sigma Advisers
113
Two Sigma Advisers
New York
$1.83M +$1.19M +25,500 +228%
AIG
114
American International Group
New York
$1.82M +$489K +10,466 +40%
Eagle Capital Management (New York)
115
Eagle Capital Management (New York)
New York
$1.72M – – –
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$1.69M +$154K +3,287 +11%
TPSF
117
Texas Permanent School Fund
Texas
$1.61M +$26.1K +557 +2%
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$1.55M -$192K -4,100 -12%
CCI
119
Columbus Circle Investors
$1.54M +$941K +20,130 +185%
GCP
120
GSA Capital Partners
United Kingdom
$1.51M +$1.1M +23,619 +355%
ERSOT
121
Employees Retirement System of Texas
Texas
$1.5M – – –
PP
122
Paloma Partners
Connecticut
$1.48M +$830K +17,746 +150%
SCM
123
Sterling Capital Management
North Carolina
$1.46M +$148K +3,175 +12%
ARTA
124
A.R.T. Advisors
New York
$1.43M +$276K +5,900 +26%
ASN
125
Advisory Services Network
Georgia
$1.42M +$1.64K +35 +0.1%
3 4
5
6 7

HQY Hedge Fund Activity: Q2 2017 in Review

233 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2017, worth a combined $2.76B — up 19% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HQY positions and 19 closed out — a net gain of 22 holders — while 104 added to existing stakes and 67 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $85.2M. The largest seller was W.R. Berkley Corp, cutting an estimated $41.2M.

  • 233 institutional investors held HealthEquity (HQY) as of Q2 2017, up from 213 in Q1 2017.
  • Funds reported $2.76B of HealthEquity stock for Q2 2017, up 19% quarter-over-quarter.
  • 41 funds opened new HealthEquity positions in Q2 2017 and 19 closed out, a net change of +22 holders.
  • The largest HealthEquity buyer in Q2 2017 was Janus Henderson Group, an estimated $85.2M added.
  • The largest HealthEquity seller in Q2 2017 was W.R. Berkley Corp, an estimated $41.2M sold.

Based on aggregated 13F filings for Q2 2017.