We are live on ! Find out more
HQY icon

HealthEquity
HQY

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

21% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 81

10% more capital invested

Capital invested by funds: $2.76B → $3.03B (+$269M)

6.64% more ownership

Funds ownership: 92.39% → 99.02% (+6.6%)

2% more funds holding

Funds holding: 233 → 238 (+5)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

79% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $8.65M

Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.2M
2
EAM
Eagle Asset Management
Florida
+$33.4M
3
BlackRock
BlackRock
New York
+$31.5M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$21.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$19.2M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
-$25M
2
CAM
Cortina Asset Management
Wisconsin
-$15.5M
3
Two Sigma Investments
Two Sigma Investments
New York
-$10.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.4M
5
SIMG
Stephens Investment Management Group
Texas
-$7.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
WRBC
1
W.R. Berkley Corp
Connecticut
$372M -$25M -537,102 -7%
BlackRock
2
BlackRock
New York
$329M +$31.5M +675,658 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M +$19.2M +412,513 +10%
Invesco
4
Invesco
Georgia
$138M +$16.2M +348,624 +15%
WA
5
Wasatch Advisors
Utah
$122M -$1.06M -22,671 -0.9%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$102M -$4.32M -92,739 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$102M -$10.4M -223,205 -10%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$63.2M +$21.8M +467,720 +60%
State Street
9
State Street
Massachusetts
$61.4M +$1.94M +41,710 +4%
BAMCO Inc
10
BAMCO Inc
New York
$60.9M – – –
Morgan Stanley
11
Morgan Stanley
New York
$60.5M +$13.3M +284,875 +31%
Wells Fargo
12
Wells Fargo
California
$56.1M +$17.1M +366,925 +49%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$52.7M +$36.2M +778,306 +295%
SIMG
14
Stephens Investment Management Group
Texas
$51.5M -$7.51M -161,275 -14%
JP Morgan Chase
15
JP Morgan Chase
New York
$49.4M +$1.45M +31,147 +3%
WRF
16
Waddell & Reed Financial
Kansas
$48.4M -$1.54M -33,040 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$46.9M +$1.76M +37,737 +4%
ACH
18
ArrowMark Colorado Holdings
Colorado
$45.9M +$4.16M +89,425 +11%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$40.9M -$1.1M -23,642 -3%
PCM
20
Peregrine Capital Management
Minnesota
$38.4M +$4.31M +92,623 +14%
EAM
21
Eagle Asset Management
Florida
$36.9M +$33.4M +716,731 New
Northern Trust
22
Northern Trust
Illinois
$33.6M +$127K +2,718 +0.4%
CLM
23
ClearBridge LLC (Maryland)
Maryland
$27M +$2.08M +44,640 +9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$26.9M +$2.69M +57,855 +12%
TCM
25
TimesSquare Capital Management
New York
$24.4M -$1.63M -35,000 -7%
1
2 3 4 5

HQY Hedge Fund Activity: Q3 2017 in Review

238 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2017, worth a combined $3.03B — up 9.7% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HQY positions and 23 closed out — a net gain of 9 holders — while 98 added to existing stakes and 81 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $36.2M. The largest seller was W.R. Berkley Corp, cutting an estimated $25M.

  • 238 institutional investors held HealthEquity (HQY) as of Q3 2017, up from 233 in Q2 2017.
  • Funds reported $3.03B of HealthEquity stock for Q3 2017, up 9.7% quarter-over-quarter.
  • 32 funds opened new HealthEquity positions in Q3 2017 and 23 closed out, a net change of +9 holders.
  • The largest HealthEquity buyer in Q3 2017 was Royal Bank of Canada, an estimated $36.2M added.
  • The largest HealthEquity seller in Q3 2017 was W.R. Berkley Corp, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2017.