HealthEquity
325 hedge funds and large institutions have $3.92B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 84 reducing their positions, and 53 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
85% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 84
8% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 53
0% less funds holding
Funds holding: 326 → 325 (-1)
2.38% less ownership
Funds ownership: 97.84% → 95.45% (-2.4%)
13% less capital invested
Capital invested by funds: $4.52B → $3.92B (-$602M)
65% less call options, than puts
Call options by funds: $14.2M | Put options by funds: $39.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$67M |
| 2 |
BlackRock
New York
|
+$58.5M |
| 3 |
Two Sigma Advisers
New York
|
+$36.5M |
| 4 |
Renaissance Technologies
New York
|
+$35.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$357M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$165M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$47M |
| 4 |
Bank of New York Mellon
New York
|
-$31.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.5M |
HQY Hedge Fund Activity: Q2 2019 in Review
325 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2019, worth a combined $3.92B — down 13% from $4.52B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HQY positions and 53 closed out — a net gain of 4 holders — while 155 added to existing stakes and 84 trimmed.
The largest buyer was Jackson Square Partners, adding an estimated $67M. The largest seller was Morgan Stanley, cutting an estimated $357M.
- 325 institutional investors held HealthEquity (HQY) as of Q2 2019, down from 326 in Q1 2019.
- Funds reported $3.92B of HealthEquity stock for Q2 2019, down 13% quarter-over-quarter.
- 57 funds opened new HealthEquity positions in Q2 2019 and 53 closed out, a net change of +4 holders.
- The largest HealthEquity buyer in Q2 2019 was Jackson Square Partners, an estimated $67M added.
- The largest HealthEquity seller in Q2 2019 was Morgan Stanley, an estimated $357M sold.
Based on aggregated 13F filings for Q2 2019.