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HealthEquity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 83

8% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 53

0% less funds holding

Funds holding: 326325 (-1)

2.2% less ownership

Funds ownership: 97.66%95.45% (-2.2%)

13% less capital invested

Capital invested by funds: $4.48B → $3.89B (-$590M)

65% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $39.9M

Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$475M +$58.5M +840,177 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$369M +$9.61M +138,020 +3%
JSP
3
Jackson Square Partners
California
$177M +$67M +962,468 +55%
Invesco
4
Invesco
Georgia
$140M +$18M +258,769 +14%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$135M +$17.4M +250,692 +14%
WA
6
Wasatch Advisors
Utah
$123M -$10.5M -151,385 -7%
State Street
7
State Street
Massachusetts
$121M +$10.8M +155,395 +9%
Morgan Stanley
8
Morgan Stanley
New York
$90.9M -$357M -5,126,923 -79%
Wells Fargo
9
Wells Fargo
California
$80.4M +$18.6M +266,612 +28%
Renaissance Technologies
10
Renaissance Technologies
New York
$76M +$35.1M +504,700 +77%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$60.2M +$17.5M +251,629 +38%
FAM
12
Fred Alger Management
New York
$59.3M +$706K +10,141 +1%
BAMCO Inc
13
BAMCO Inc
New York
$59.2M -$3.41M -49,000 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$59.1M +$6.31M +90,605 +11%
Northern Trust
15
Northern Trust
Illinois
$58.3M +$1.2M +17,225 +2%
Franklin Resources
16
Franklin Resources
California
$52.4M +$21.1M +302,642 +61%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$47M -$31.1M -446,602 -38%
CS
18
Credit Suisse
Switzerland
$44.8M -$5.22M -74,988 -10%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$42.9M +$36.5M +524,800 +399%
Goldman Sachs
20
Goldman Sachs
New York
$40.6M -$5.92M -85,101 -12%
Norges Bank
21
Norges Bank
Norway
$40.4M +$4.66M +67,017 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$39.8M +$1.95M +28,074 +5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$36.8M +$1.31M +18,873 +3%
EAM
24
Eagle Asset Management
Florida
$36M -$103K -1,476 -0.3%
WRF
25
Waddell & Reed Financial
Kansas
$35.8M -$126K -1,804 -0.3%

HQY Hedge Fund Activity: Q2 2019 in Review

325 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2019, worth a combined $3.89B — down 13% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HQY positions and 53 closed out — a net gain of 4 holders — while 156 added to existing stakes and 83 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 $3.89B 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.