HQY icon

HealthEquity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 303317 (+14)

2.25% more ownership

Funds ownership: 96.99%99.25% (+2.3%)

58% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $26.3M

Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.1M
Puts
$26.3M
Net Calls
Net Calls Change

Top Buyers

1 +$37.5M
2 +$25.5M
3 +$25M
4
Brown Advisory
Brown Advisory
Maryland
+$24.6M
5
FAM
Fred Alger Management
New York
+$24M

Top Sellers

1 -$63.5M
2 -$41.2M
3 -$22.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$9.88M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$430K
227
$424K
228
$408K
229
$397K
230
$373K
231
$370K
232
$370K
233
$364K
234
$347K
235
$332K
236
$327K
237
$326K
238
$300K
239
$285K
240
$283K
241
$262K
242
$262K
243
$260K
244
$245K
245
$244K
246
$241K
247
$232K
248
$226K
249
$220K
250
$218K