HealthEquity
233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
55% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 67
19% more capital invested
Capital invested by funds: $2.32B → $2.76B (+$440M)
9% more funds holding
Funds holding: 213 → 233 (+20)
0.53% more ownership
Funds ownership: 91.86% → 92.39% (+0.53%)
44% less call options, than puts
Call options by funds: $5.28M | Put options by funds: $9.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$85.2M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$38.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.7M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$24.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$41.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$29.2M |
| 3 |
PC
PointState Capital
New York
|
-$16.9M |
| 4 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$12.9M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$11.9M |
HQY Hedge Fund Activity: Q2 2017 in Review
233 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2017, worth a combined $2.76B — up 19% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HQY positions and 19 closed out — a net gain of 22 holders — while 104 added to existing stakes and 67 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $85.2M. The largest seller was W.R. Berkley Corp, cutting an estimated $41.2M.
- 233 institutional investors held HealthEquity (HQY) as of Q2 2017, up from 213 in Q1 2017.
- Funds reported $2.76B of HealthEquity stock for Q2 2017, up 19% quarter-over-quarter.
- 41 funds opened new HealthEquity positions in Q2 2017 and 19 closed out, a net change of +22 holders.
- The largest HealthEquity buyer in Q2 2017 was Janus Henderson Group, an estimated $85.2M added.
- The largest HealthEquity seller in Q2 2017 was W.R. Berkley Corp, an estimated $41.2M sold.
Based on aggregated 13F filings for Q2 2017.