HealthEquity
130 hedge funds and large institutions have $1.4B invested in HealthEquity in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 12 closing their positions.
180% more call options, than puts
Call options by funds: $3.76M | Put options by funds: $1.35M
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
79% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 34
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more funds holding
Funds holding: 116 → 130 (+14)
3% less capital invested
Capital invested by funds: $1.45B → $1.4B (-$49.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$39.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$31.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$23.5M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$72.3M |
| 2 |
NPGCU
Napier Park Global Capital (US)
New York
|
-$36.1M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$8.84M |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$8.79M |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$4.39M |
HQY Hedge Fund Activity: Q3 2015 in Review
130 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2015, worth a combined $1.4B — down 3.4% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new HQY positions and 12 closed out — a net gain of 15 holders — while 61 added to existing stakes and 34 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was W.R. Berkley Corp, cutting an estimated $72.3M.
- 130 institutional investors held HealthEquity (HQY) as of Q3 2015, up from 116 in Q2 2015.
- Funds reported $1.4B of HealthEquity stock for Q3 2015, down 3.4% quarter-over-quarter.
- 27 funds opened new HealthEquity positions in Q3 2015 and 12 closed out, a net change of +15 holders.
- The largest HealthEquity buyer in Q3 2015 was Morgan Stanley, an estimated $46.9M added.
- The largest HealthEquity seller in Q3 2015 was W.R. Berkley Corp, an estimated $72.3M sold.
Based on aggregated 13F filings for Q3 2015.