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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
Axa
101
Axa
France
$2.44M +$2.25M +48,247 New
EVM
102
Eaton Vance Management
Massachusetts
$2.4M +$605 +13 +0%
ECM
103
Engle Capital Management
Connecticut
$2.38M -$694K -14,900 -24%
SMH
104
Sanders Morris Harris
Texas
$2.3M +$2.12M +45,500 New
GHCM
105
Glen Harbor Capital Management
California
$2.3M +$322K +6,908 +18%
DCM
106
Driehaus Capital Management
Illinois
$2.12M -$1.67M -35,952 -46%
MAM
107
Morse Asset Management
Connecticut
$2.08M -$1.43M -30,750 -43%
EI
108
EAM Investors
California
$2.06M -$571K -12,256 -23%
AIG
109
American International Group
New York
$2M +$139K +2,993 +8%
RJA
110
Raymond James & Associates
Florida
$1.96M -$874K -18,782 -33%
ARTA
111
A.R.T. Advisors
New York
$1.94M +$447K +9,600 +33%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$1.93M -$112K -2,410 -6%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93M -$35.5K -763 -2%
PI
114
Putnam Investments
Massachusetts
$1.92M -$1.5M -32,320 -46%
TPSF
115
Texas Permanent School Fund
Texas
$1.88M +$226K +4,851 +15%
Eagle Capital Management (New York)
116
Eagle Capital Management (New York)
New York
$1.75M – – –
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$1.71M – – –
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$1.7M +$568K +12,200 +57%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$1.7M +$116K +2,500 +8%
NA
120
Neuburgh Advisers
California
$1.67M +$234K +5,024 +18%
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62M +$438K +9,416 +41%
HCMT
122
Highland Capital Management (Texas)
Texas
$1.62M +$1.49M +32,000 New
CIA
123
Capital Impact Advisors
Massachusetts
$1.61M +$1.48M +31,827 New
UBS AM
124
UBS AM
Illinois
$1.58M +$135K +2,896 +10%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$1.56M -$947K -20,353 -40%
3 4
5
6 7

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.