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HealthEquity
HQY

69 hedge funds and large institutions have $568M invested in HealthEquity in 2014 Q3 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+69
Holders Change %
–
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
69
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NPGCU
Napier Park Global Capital (US)
New York
+$77.4M
2
BAMCO Inc
BAMCO Inc
New York
+$31.1M
3
Morgan Stanley
Morgan Stanley
New York
+$28.1M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$22.3M
5
SIMG
Stephens Investment Management Group
Texas
+$17.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WRBC
1
W.R. Berkley Corp
Connecticut
$282M +$296M +15,394,151 New
NPGCU
2
Napier Park Global Capital (US)
New York
$73.8M +$77.4M +4,031,468 New
BAMCO Inc
3
BAMCO Inc
New York
$29.7M +$31.1M +1,622,248 New
Morgan Stanley
4
Morgan Stanley
New York
$26.8M +$28.1M +1,465,112 New
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$21.3M +$22.3M +1,162,485 New
SIMG
6
Stephens Investment Management Group
Texas
$17M +$17.8M +928,110 New
Wells Fargo
7
Wells Fargo
California
$16M +$16.7M +871,874 New
Franklin Resources
8
Franklin Resources
California
$6.9M +$7.23M +376,640 New
O
9
OppenheimerFunds
New York
$6.49M +$6.8M +354,400 New
JP Morgan Chase
10
JP Morgan Chase
New York
$5.74M +$6.02M +313,625 New
FAM
11
Fred Alger Management
New York
$5.49M +$5.76M +299,929 New
Ameriprise
12
Ameriprise
Minnesota
$5.28M +$5.53M +288,305 New
OAM
13
Oberweis Asset Management
Illinois
$4.77M +$5M +260,405 New
NCGI
14
Next Century Growth Investors
Minnesota
$4.34M +$4.55M +236,851 New
GGHC
15
Gilder Gagnon Howe & Co
New York
$4.28M +$4.49M +233,775 New
BFA
16
BlackRock Fund Advisors
California
$4.25M +$4.45M +231,876 New
TCM
17
TimesSquare Capital Management
New York
$4M +$4.2M +218,700 New
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$3.98M +$4.17M +217,309 New
TCM
19
Tygh Capital Management
Oregon
$3.48M +$3.64M +189,840 New
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.9M +$3.04M +158,600 New
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$2.82M +$2.96M +154,047 New
CC
22
Crosslink Capital
California
$2.67M +$2.8M +145,600 New
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$2.54M +$2.66M +138,800 New
TI
24
Turner Investments
Pennsylvania
$2.43M +$2.55M +132,840 New
BIT
25
BlackRock Institutional Trust
California
$2.41M +$2.53M +131,606 New
1
2 3

HQY Hedge Fund Activity: Q3 2014 in Review

69 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2014, worth a combined $568M.

Buyers outnumbered sellers: 69 funds opened new HQY positions and 0 closed out — a net gain of 69 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Napier Park Global Capital (US), opening a new position worth an estimated $77.4M.

  • 69 institutional investors held HealthEquity (HQY) as of Q3 2014, up from 0 in Q2 2014.
  • Funds reported $568M of HealthEquity stock for Q3 2014.
  • 69 funds opened new HealthEquity positions in Q3 2014 and 0 closed out, a net change of +69 holders.
  • The largest HealthEquity buyer in Q3 2014 was Napier Park Global Capital (US), an estimated $77.4M added.

Based on aggregated 13F filings for Q3 2014.