HealthEquity
310 hedge funds and large institutions have $3.59B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.
3.15% more ownership
Funds ownership: 93.16% → 96.31% (+3.1%)
3% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 63
0% more funds holding
Funds holding: 309 → 310 (+1)
6% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 112
35% less capital invested
Capital invested by funds: $5.47B → $3.59B (-$1.89B)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
56% less call options, than puts
Call options by funds: $11.4M | Put options by funds: $25.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$195M |
| 2 |
Renaissance Technologies
New York
|
+$40.2M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$33M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$32.7M |
| 5 |
Goldman Sachs
New York
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$52.5M |
| 2 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$36.7M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$17M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$16.7M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$15.4M |
HQY Hedge Fund Activity: Q4 2018 in Review
310 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2018, worth a combined $3.59B — down 35% from $5.47B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new HQY positions and 63 closed out — a net gain of 2 holders — while 105 added to existing stakes and 112 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $195M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $52.5M sold.
- 310 institutional investors held HealthEquity (HQY) as of Q4 2018, up from 309 in Q3 2018.
- Funds reported $3.59B of HealthEquity stock for Q4 2018, down 35% quarter-over-quarter.
- 65 funds opened new HealthEquity positions in Q4 2018 and 63 closed out, a net change of +2 holders.
- The largest HealthEquity buyer in Q4 2018 was Morgan Stanley, an estimated $195M added.
- The largest HealthEquity seller in Q4 2018 was Loomis, Sayles & Company, an estimated $52.5M sold.
Based on aggregated 13F filings for Q4 2018.