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HealthEquity
HQY
HQY
485 hedge funds and large institutions have $7.21B invested in HealthEquity in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 181 increasing their positions, 180 reducing their positions, and 95 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
6% more call options, than puts
Call options by funds: $14.9M | Put options by funds: $14M
1% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 180
2.15% less ownership
Funds ownership: 104.29% → 102.14% (-2.1%)
5% less funds holding
Funds holding: 511 → 485 (-26)
12% less capital invested
Capital invested by funds: $8.16B → $7.21B (-$957M)
17% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 95
Holders
485
Holders Change
-26
Holders Change %
-5.09%
% of All Funds
5.97%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
79
Increased
181
Reduced
180
Closed
95
Calls
$14.9M
Puts
$14M
Net Calls
+$880K
Net Calls Change
-$13.8M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$82M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$51.1M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$51M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$50.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$45.4M |
