HealthEquity
491 hedge funds and large institutions have $8.38B invested in HealthEquity in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 164 increasing their positions, 183 reducing their positions, and 63 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 funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
2.8% less ownership
Funds ownership: 105.52% → 102.72% (-2.8%)
10% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 183
12% less capital invested
Capital invested by funds: $9.56B → $8.38B (-$1.17B)
Holders
491
Holding in Top 10
8
Calls
$20.2M
Puts
$6.72M
Top Buyers
| 1 | +$78.4M | |
| 2 | +$61.8M | |
| 3 | +$52.8M | |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$43M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$42.5M |
Top Sellers
| 1 | -$146M | |
| 2 | -$86M | |
| 3 | -$73.7M | |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$55.5M |
| 5 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$46.4M |
