HQY icon

HealthEquity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less call options, than puts

Call options by funds: $28.2M | Put options by funds: $28.8M

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 116

Holders
285
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
$28.2M
Puts
$28.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$231K
227
$224K
228
$215K
229
$212K
230
$208K
231
$187K
232
$136K
233
$127K
234
$114K
235
$79K
236
$72K
237
$66K
238
$65K
239
$61K
240
$52K
241
$49K
242
$41K
243
$39K
244
$35K
245
$31K
246
$29.8K
247
$23K
248
$21K
249
$19K
250
$14K