HealthEquity
116 hedge funds and large institutions have $1.45B invested in HealthEquity in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 15 closing their positions.
437% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $276K
187% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 15
114% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 22
56% more capital invested
Capital invested by funds: $928M → $1.45B (+$522M)
32% more funds holding
Funds holding: 88 → 116 (+28)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$52.9M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$35.1M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$29.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPGCU
Napier Park Global Capital (US)
New York
|
-$32.3M |
| 2 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$30.2M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$13.2M |
| 4 |
Millennium Management
New York
|
-$4.81M |
| 5 |
CC
Crosslink Capital
Menlo Park,
California
|
-$3.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCP
126
GSA Capital Partners
London,
United Kingdom
| – | -$490K | -19,600 | Closed |
|
127
Simplex Trading
Chicago,
Illinois
| – | -$37.6K | -1,401 | Closed |
|
128
Group One Trading
Chicago,
Illinois
| – | -$26K | -970 | Closed |
|
|
SSG
129
Summit Securities Group
New York
| – | -$10K | -400 | Closed |
|
|
TRCT
130
Tower Research Capital (TRC)
New York
| – | -$5K | -190 | Closed |
|
|
WRM
131
Westport Resources Management
Westport,
Connecticut
| – | -$2K | -100 | Closed |
|
HQY Hedge Fund Activity: Q2 2015 in Review
116 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2015, worth a combined $1.45B — up 56% from $928M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new HQY positions and 15 closed out — a net gain of 28 holders — while 47 added to existing stakes and 22 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $52.9M. The largest seller was Napier Park Global Capital (US), cutting an estimated $32.3M.
- 116 institutional investors held HealthEquity (HQY) as of Q2 2015, up from 88 in Q1 2015.
- Funds reported $1.45B of HealthEquity stock for Q2 2015, up 56% quarter-over-quarter.
- 43 funds opened new HealthEquity positions in Q2 2015 and 15 closed out, a net change of +28 holders.
- The largest HealthEquity buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $52.9M added.
- The largest HealthEquity seller in Q2 2015 was Napier Park Global Capital (US), an estimated $32.3M sold.
Based on aggregated 13F filings for Q2 2015.