HealthEquity
286 hedge funds and large institutions have $6.76B invested in HealthEquity in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 38 closing their positions.
21% more capital invested
Capital invested by funds: $5.6B → $6.76B (+$1.16B)
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
1.49% more ownership
Funds ownership: 99.53% → 101.01% (+1.5%)
0% more funds holding
Funds holding: 285 → 286 (+1)
12% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 115
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
35% less call options, than puts
Call options by funds: $12.6M | Put options by funds: $19.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$113M |
| 2 |
Morgan Stanley
New York
|
+$29.5M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$27.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$22.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$39.8M |
| 2 |
BlackRock
New York
|
-$29M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$27.1M |
| 4 |
Jane Street
New York
|
-$23.1M |
| 5 |
CCM
CAAS Capital Management
New York
|
-$20.6M |
HQY Hedge Fund Activity: Q2 2021 in Review
286 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2021, worth a combined $6.76B — up 21% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new HQY positions and 38 closed out — a net gain of 4 holders — while 101 added to existing stakes and 115 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $113M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $39.8M.
- 286 institutional investors held HealthEquity (HQY) as of Q2 2021, up from 285 in Q1 2021.
- Funds reported $6.76B of HealthEquity stock for Q2 2021, up 21% quarter-over-quarter.
- 42 funds opened new HealthEquity positions in Q2 2021 and 38 closed out, a net change of +4 holders.
- The largest HealthEquity buyer in Q2 2021 was Fred Alger Management, an estimated $113M added.
- The largest HealthEquity seller in Q2 2021 was ArrowMark Colorado Holdings, an estimated $39.8M sold.
Based on aggregated 13F filings for Q2 2021.