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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 105

4.07% less ownership

Funds ownership: 97.23%93.16% (-4.1%)

13% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $25.2M

Holders
309
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
$21.9M
Puts
$25.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
251
$235K
252
$226K
253
$226K
254
$217K
255
$214K
256
$210K
257
$194K
258
$189K
259
$185K
260
$172K
261
$112K
262
$104K
263
$99.2K
264
$94K
265
$83K
266
$80K
267
$77K
268
$70K
269
$62K
270
$61K
271
$55K
272
$54K
273
$54K
274
$47K
275
$35K