HealthEquity
309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.
142% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 26
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more capital invested
Capital invested by funds: $4.5B → $5.47B (+$971M)
12% more funds holding
Funds holding: 276 → 309 (+33)
9% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 105
4.07% less ownership
Funds ownership: 97.23% → 93.16% (-4.1%)
13% less call options, than puts
Call options by funds: $21.9M | Put options by funds: $25.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.2M |
| 2 |
ClearBridge Investments
New York
|
+$32.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$26.6M |
| 4 |
FAM
Fred Alger Management
New York
|
+$25.6M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$157M |
| 2 |
BlackRock
New York
|
-$89M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$45M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$32.5M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$22.6M |
HQY Hedge Fund Activity: Q3 2018 in Review
309 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2018, worth a combined $5.47B — up 22% from $4.5B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new HQY positions and 26 closed out — a net gain of 37 holders — while 114 added to existing stakes and 105 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $46.2M. The largest seller was W.R. Berkley Corp, cutting an estimated $157M.
- 309 institutional investors held HealthEquity (HQY) as of Q3 2018, up from 276 in Q2 2018.
- Funds reported $5.47B of HealthEquity stock for Q3 2018, up 22% quarter-over-quarter.
- 63 funds opened new HealthEquity positions in Q3 2018 and 26 closed out, a net change of +37 holders.
- The largest HealthEquity buyer in Q3 2018 was Morgan Stanley, an estimated $46.2M added.
- The largest HealthEquity seller in Q3 2018 was W.R. Berkley Corp, an estimated $157M sold.
Based on aggregated 13F filings for Q3 2018.