HealthEquity
293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.
22% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 32
15% more capital invested
Capital invested by funds: $3.6B → $4.14B (+$541M)
2% more funds holding
Funds holding: 288 → 293 (+5)
8% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 113
1.08% less ownership
Funds ownership: 99.98% → 98.9% (-1.1%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
75% less call options, than puts
Call options by funds: $13.8M | Put options by funds: $55.8M
Top Buyers
Top Sellers
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$82.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$44.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$27.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.3M |
HQY Hedge Fund Activity: Q2 2020 in Review
293 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2020, worth a combined $4.14B — up 15% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HQY positions and 32 closed out — a net gain of 7 holders — while 104 added to existing stakes and 113 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $57.9M. The largest seller was Jackson Square Partners, cutting an estimated $82.8M.
- 293 institutional investors held HealthEquity (HQY) as of Q2 2020, up from 288 in Q1 2020.
- Funds reported $4.14B of HealthEquity stock for Q2 2020, up 15% quarter-over-quarter.
- 39 funds opened new HealthEquity positions in Q2 2020 and 32 closed out, a net change of +7 holders.
- The largest HealthEquity buyer in Q2 2020 was William Blair Investment Management, an estimated $57.9M added.
- The largest HealthEquity seller in Q2 2020 was Jackson Square Partners, an estimated $82.8M sold.
Based on aggregated 13F filings for Q2 2020.