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HealthEquity

317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 311317 (+6)

1.39% less ownership

Funds ownership: 100.5%99.11% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 132

Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.26M
Puts
$6.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$308K
227
$305K
228
$300K
229
$297K
230
$287K
231
$281K
232
$275K
233
$269K
234
$266K
235
$266K
236
$263K
237
$263K
238
$255K
239
$241K
240
$237K
241
$226K
242
$222K
243
$218K
244
$213K
245
$209K
246
$209K
247
$205K
248
$191K
249
$187K
250
$177K