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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
SI
201
Shaker Investments
Ohio
$519K – – –
William Blair & Company
202
William Blair & Company
Illinois
$512K +$192K +3,477 +66%
Truist Financial
203
Truist Financial
North Carolina
$500K -$325K -5,883 -41%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$457K +$99.8K +1,804 +30%
IFWM
205
Institute for Wealth Management
Colorado
$445K +$2.49K +45 +0.6%
SAM
206
Securian Asset Management
Minnesota
$424K – – –
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$396K -$495K -8,943 -57%
SCM
208
Silvant Capital Management
Georgia
$390K – – –
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$370K -$1.54M -27,881 -82%
CGH
210
Crossmark Global Holdings
Texas
$367K +$19.4K +350 +6%
PAG
211
Private Advisor Group
New Jersey
$363K -$2.77K -50 -0.8%
WP
212
Woodline Partners
California
$358K +$337K +6,100 New
CB
213
Commerce Bank
Missouri
$347K +$327K +5,910 New
PA
214
Profund Advisors
Maryland
$321K +$60.6K +1,095 +25%
TCWM
215
Total Clarity Wealth Management
Illinois
$312K -$16.6K -300 -5%
BC
216
Brinker Capital
Pennsylvania
$296K +$279K +5,040 New
NSEDCP
217
NJ State Employees Deferred Compensation Plan
New Jersey
$293K – – –
SSWM
218
Sheets Smith Wealth Management
North Carolina
$292K – – –
PP
219
Paloma Partners
Connecticut
$280K +$264K +4,770 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$279K +$82.9K +1,500 +46%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$279K +$263K +4,757 New
BFEC
222
Benjamin F. Edwards & Company
Missouri
$273K +$135K +2,443 +110%
SCM
223
Shelton Capital Management
Colorado
$242K -$20.7K -374 -8%
Creative Planning
224
Creative Planning
Kansas
$241K -$5.03K -91 -2%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$237K +$223K +4,035 New
7 8
9
10 11

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.