HealthEquity
167 hedge funds and large institutions have $2.06B invested in HealthEquity in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 12 closing their positions.
5,007% more call options, than puts
Call options by funds: $7M | Put options by funds: $137K
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
27% more capital invested
Capital invested by funds: $1.62B → $2.06B (+$444M)
13% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 54
11% more funds holding
Funds holding: 150 → 167 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$15.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.1M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$10.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$33.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$28.4M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$7.74M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$6.66M |
| 5 |
O
OppenheimerFunds
New York
|
-$5.53M |
HQY Hedge Fund Activity: Q3 2016 in Review
167 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2016, worth a combined $2.06B — up 27% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HQY positions and 12 closed out — a net gain of 18 holders — while 61 added to existing stakes and 54 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $15.9M. The largest seller was Wells Fargo, cutting an estimated $33.2M.
- 167 institutional investors held HealthEquity (HQY) as of Q3 2016, up from 150 in Q2 2016.
- Funds reported $2.06B of HealthEquity stock for Q3 2016, up 27% quarter-over-quarter.
- 30 funds opened new HealthEquity positions in Q3 2016 and 12 closed out, a net change of +18 holders.
- The largest HealthEquity buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $15.9M added.
- The largest HealthEquity seller in Q3 2016 was Wells Fargo, an estimated $33.2M sold.
Based on aggregated 13F filings for Q3 2016.