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HealthEquity

282 hedge funds and large institutions have $3.6B invested in HealthEquity in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

31% less capital invested

Capital invested by funds: $5.23B → $3.6B (-$1.63B)

64% less call options, than puts

Call options by funds: $4.35M | Put options by funds: $12.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.35M
Puts
$12.2M
Net Calls
Net Calls Change

Top Sellers

1 -$126M
2 -$71.4M
3 -$40.5M
4
FAM
Fred Alger Management
New York
-$36.8M
5
GF
Greenhouse Funds
Maryland
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$110K
227
$109K
228
$88K
229
$68K
230
$67K
231
$64K
232
$56K
233
$47K
234
$44K
235
$34K
236
$31K
237
$29K
238
$27K
239
$27K
240
$27K
241
$25K
242
$22K
243
$20K
244
$19K
245
$11K
246
$11K
247
$8K
248
$8K
249
$7K
250
$7K