HQY icon

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.2M
Puts
$39.9M
Net Calls
Net Calls Change

Top Buyers

1 +$62.9M
2 +$54.9M
3 +$34.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$33M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.5M

Top Sellers

1 -$335M
2 -$155M
3 -$47M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.2M
5
Ameriprise
Ameriprise
Minnesota
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$451K
227
$445K
228
$435K
229
$429K
230
$413K
231
$404K
232
$396K
233
$394K
234
$370K
235
$366K
236
$366K
237
$347K
238
$329K
239
$327K
240
$324K
241
$321K
242
$321K
243
$316K
244
$303K
245
$300K
246
$288K
247
$277K
248
$277K
249
$275K
250
$273K