HealthEquity
282 hedge funds and large institutions have $3.6B invested in HealthEquity in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 54 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 90
0.76% more ownership
Funds ownership: 96.75% → 97.51% (+0.76%)
2% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 54
1% less funds holding
Funds holding: 286 → 282 (-4)
31% less capital invested
Capital invested by funds: $5.23B → $3.6B (-$1.63B)
64% less call options, than puts
Call options by funds: $4.35M | Put options by funds: $12.2M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$69.8M |
| 3 |
JP Morgan Chase
New York
|
+$34.3M |
| 4 |
Two Sigma Investments
New York
|
+$34M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$29.1M |
Top Sellers
| 1 |
ESCM
Echo Street Capital Management
New York
|
-$126M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$94M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$53.3M |
| 4 |
FAM
Fred Alger Management
New York
|
-$48.4M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$21.6M |
HQY Hedge Fund Activity: Q4 2021 in Review
282 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2021, worth a combined $3.6B — down 31% from $5.23B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of HQY and 53 opened new positions — a net loss of 1 holder — while 90 trimmed existing stakes and 115 added.
The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Echo Street Capital Management, exiting entirely with an estimated $126M sold.
- 282 institutional investors held HealthEquity (HQY) as of Q4 2021, down from 286 in Q3 2021.
- Funds reported $3.6B of HealthEquity stock for Q4 2021, down 31% quarter-over-quarter.
- 53 funds opened new HealthEquity positions in Q4 2021 and 54 closed out, a net change of -1 holder.
- The largest HealthEquity buyer in Q4 2021 was Fidelity Investments, an estimated $102M added.
- The largest HealthEquity seller in Q4 2021 was Echo Street Capital Management, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2021.