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HealthEquity
HQY

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

15% more capital invested

Capital invested by funds: $3.6B → $4.14B (+$541M)

2% more funds holding

Funds holding: 288 → 293 (+5)

8% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 113

1.08% less ownership

Funds ownership: 99.98% → 98.9% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

75% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $55.8M

Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$57.9M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$28.6M
3
DCM
Dorsal Capital Management
California
+$27.6M
4
WA
Wasatch Advisors
Utah
+$27.2M
5
ESCM
Echo Street Capital Management
New York
+$25.1M

Top Sellers

1
JSP
Jackson Square Partners
California
-$82.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$44.3M
4
Invesco
Invesco
Georgia
-$27.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
176
Allstate Corporation
Illinois
$844K +$719 +13 +0.1%
KTM
177
Keeler Thomas Management
Utah
$838K -$27.4K -495 -3%
Jane Street
178
Jane Street
New York
$817K +$253K +4,568 +49%
Prudential Financial
179
Prudential Financial
New Jersey
$798K -$2.16M -39,035 -74%
Wolverine Trading
180
Wolverine Trading
Illinois
$790K -$865K -15,635 -53%
US Bancorp
181
US Bancorp
Minnesota
$790K -$159K -2,869 -18%
GC
182
Guggenheim Capital
Illinois
$789K -$72.8K -1,317 -9%
Walleye Trading
183
Walleye Trading
New York
$764K +$210K +3,790 +41%
OBGC
184
O'Brien Greene & Co
Pennsylvania
$756K – – –
SOADOR
185
State of Alaska Department of Revenue
Alaska
$744K +$28K +507 +4%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$723K +$681K +12,316 New
Holocene Advisors
187
Holocene Advisors
New York
$717K +$675K +12,215 New
AB
188
Amalgamated Bank
New York
$693K -$66.7K -1,207 -9%
RG
189
Renaissance Group
Kentucky
$660K +$5.47K +99 +0.9%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$651K – – –
SAM
191
Sectoral Asset Management
Quebec, Canada
$628K +$592K +10,700 New
P8IP
192
Pier 88 Investment Partners
California
$625K -$215K -3,880 -27%
CC
193
Cipher Capital
New York
$622K +$133K +2,409 +29%
SO
194
STRS Ohio
Ohio
$621K +$71.9K +1,300 +14%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$607K – – –
TC
196
TownSquare Capital
Utah
$579K – – –
FWM
197
Frontier Wealth Management
Missouri
$573K – – –
X
198
Xponance
Pennsylvania
$567K +$534K +9,664 New
VWA
199
V Wealth Advisors
Kansas
$533K -$5.2K -94 -1%
RCM
200
Radnor Capital Management
Pennsylvania
$525K – – –
6 7
8
9 10

HQY Hedge Fund Activity: Q2 2020 in Review

293 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2020, worth a combined $4.14B — up 15% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HQY positions and 32 closed out — a net gain of 7 holders — while 104 added to existing stakes and 113 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $57.9M. The largest seller was Jackson Square Partners, cutting an estimated $82.8M.

  • 293 institutional investors held HealthEquity (HQY) as of Q2 2020, up from 288 in Q1 2020.
  • Funds reported $4.14B of HealthEquity stock for Q2 2020, up 15% quarter-over-quarter.
  • 39 funds opened new HealthEquity positions in Q2 2020 and 32 closed out, a net change of +7 holders.
  • The largest HealthEquity buyer in Q2 2020 was William Blair Investment Management, an estimated $57.9M added.
  • The largest HealthEquity seller in Q2 2020 was Jackson Square Partners, an estimated $82.8M sold.

Based on aggregated 13F filings for Q2 2020.