HealthEquity
HQY
235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 84
0.15% more ownership
Funds ownership: 99.02% → 99.17% (+0.15%)
5% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 37
1% less funds holding
Funds holding: 238 → 235 (-3)
8% less capital invested
Capital invested by funds: $3.03B → $2.77B (-$256M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
56% less call options, than puts
Call options by funds: $2.48M | Put options by funds: $5.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$27.5M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$20.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.3M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$16.2M |
| 5 |
BlackRock
New York
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$46.6M |
| 2 |
Renaissance Technologies
New York
|
-$16.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$14.5M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$13.7M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$10.9M |
HQY Hedge Fund Activity: Q4 2017 in Review
235 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2017, worth a combined $2.77B — down 8.5% from $3.03B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of HQY and 35 opened new positions — a net loss of 2 holders — while 84 trimmed existing stakes and 85 added.
The largest buyer was Victory Capital Management, adding an estimated $27.5M. The largest seller was W.R. Berkley Corp, cutting an estimated $46.6M.
- 235 institutional investors held HealthEquity (HQY) as of Q4 2017, down from 238 in Q3 2017.
- Funds reported $2.77B of HealthEquity stock for Q4 2017, down 8.5% quarter-over-quarter.
- 35 funds opened new HealthEquity positions in Q4 2017 and 37 closed out, a net change of -2 holders.
- The largest HealthEquity buyer in Q4 2017 was Victory Capital Management, an estimated $27.5M added.
- The largest HealthEquity seller in Q4 2017 was W.R. Berkley Corp, an estimated $46.6M sold.
Based on aggregated 13F filings for Q4 2017.