HealthEquity
200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.
225% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 16
91.23% more ownership
Funds ownership: 0% → 91.23% (+91%)
45% more call options, than puts
Call options by funds: $5.33M | Put options by funds: $3.68M
23% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 57
20% more funds holding
Funds holding: 166 → 200 (+34)
7% more capital invested
Capital invested by funds: $2.06B → $2.2B (+$140M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$23.1M |
| 3 |
Morgan Stanley
New York
|
+$17.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.2M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$14.6M |
Top Sellers
HQY Hedge Fund Activity: Q4 2016 in Review
200 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2016, worth a combined $2.2B — up 6.8% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new HQY positions and 16 closed out — a net gain of 36 holders — while 70 added to existing stakes and 57 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $26.3M. The largest seller was W.R. Berkley Corp, cutting an estimated $85.2M.
- 200 institutional investors held HealthEquity (HQY) as of Q4 2016, up from 166 in Q3 2016.
- Funds reported $2.2B of HealthEquity stock for Q4 2016, up 6.8% quarter-over-quarter.
- 52 funds opened new HealthEquity positions in Q4 2016 and 16 closed out, a net change of +36 holders.
- The largest HealthEquity buyer in Q4 2016 was Fidelity Investments, an estimated $26.3M added.
- The largest HealthEquity seller in Q4 2016 was W.R. Berkley Corp, an estimated $85.2M sold.
Based on aggregated 13F filings for Q4 2016.