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HealthEquity

366 hedge funds and large institutions have $7.07B invested in HealthEquity in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 122 increasing their positions, 138 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.22% more ownership

Funds ownership: 100.33%100.55% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 138

Holders
366
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$10.3M
Net Calls
Net Calls Change

Top Buyers

1 +$64.8M
2 +$47.3M
3 +$44.4M
4
Millennium Management
Millennium Management
New York
+$39.8M
5
GF
Greenhouse Funds
Maryland
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$522K
227
$479K
228
$468K
229
$441K
230
$440K
231
$426K
232
$417K
233
$412K
234
$408K
235
$400K
236
$399K
237
$395K
238
$393K
239
$389K
240
$389K
241
$381K
242
$380K
243
$375K
244
$365K
245
$363K
246
$360K
247
$358K
248
$345K
249
$345K
250
$334K