HealthEquity
286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 92
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
0% more funds holding
Funds holding: 286 → 286 (0)
4.26% less ownership
Funds ownership: 101.01% → 96.75% (-4.3%)
23% less capital invested
Capital invested by funds: $6.76B → $5.23B (-$1.53B)
66% less call options, than puts
Call options by funds: $7.28M | Put options by funds: $21.7M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$28.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$25.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$18.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$14.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$283M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$42.7M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$31.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$26.9M |
| 5 |
Morgan Stanley
New York
|
-$19.8M |
HQY Hedge Fund Activity: Q3 2021 in Review
286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2021, worth a combined $5.23B — down 23% from $6.76B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new HQY positions and 35 closed out — a net gain of 4 holders — while 119 added to existing stakes and 92 trimmed.
The largest buyer was Millennium Management, adding an estimated $28.8M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $283M sold.
- 286 institutional investors held HealthEquity (HQY) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $5.23B of HealthEquity stock for Q3 2021, down 23% quarter-over-quarter.
- 39 funds opened new HealthEquity positions in Q3 2021 and 35 closed out, a net change of +4 holders.
- The largest HealthEquity buyer in Q3 2021 was Millennium Management, an estimated $28.8M added.
- The largest HealthEquity seller in Q3 2021 was Jackson Square Partners, an estimated $283M sold.
Based on aggregated 13F filings for Q3 2021.