HealthEquity
HQY
317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
63% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 35
34% more capital invested
Capital invested by funds: $3.88B → $5.21B (+$1.33B)
19% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 102
5% more funds holding
Funds holding: 303 → 317 (+14)
2.25% more ownership
Funds ownership: 96.99% → 99.25% (+2.3%)
58% less call options, than puts
Call options by funds: $11.1M | Put options by funds: $26.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.5M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$21.1M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$20.7M |
| 5 |
FAM
Fred Alger Management
New York
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$53.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$34.7M |
| 3 |
Two Sigma Advisers
New York
|
-$19M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$9.88M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.84M |
HQY Hedge Fund Activity: Q4 2019 in Review
317 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2019, worth a combined $5.21B — up 34% from $3.88B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HQY positions and 35 closed out — a net gain of 22 holders — while 121 added to existing stakes and 102 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $31.6M. The largest seller was Renaissance Technologies, cutting an estimated $53.5M.
- 317 institutional investors held HealthEquity (HQY) as of Q4 2019, up from 303 in Q3 2019.
- Funds reported $5.21B of HealthEquity stock for Q4 2019, up 34% quarter-over-quarter.
- 57 funds opened new HealthEquity positions in Q4 2019 and 35 closed out, a net change of +22 holders.
- The largest HealthEquity buyer in Q4 2019 was Fidelity Investments, an estimated $31.6M added.
- The largest HealthEquity seller in Q4 2019 was Renaissance Technologies, an estimated $53.5M sold.
Based on aggregated 13F filings for Q4 2019.