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HealthEquity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.2% less ownership

Funds ownership: 97.66%95.45% (-2.2%)

13% less capital invested

Capital invested by funds: $4.48B → $3.89B (-$590M)

65% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $39.9M

Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.2M
Puts
$39.9M
Net Calls
Net Calls Change

Top Buyers

1 +$62.9M
2 +$54.9M
3 +$34.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$33M
5
Citadel Advisors
Citadel Advisors
Florida
+$31.5M

Top Sellers

1 -$335M
2 -$155M
3 -$47M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.2M
5
Ameriprise
Ameriprise
Minnesota
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$271K
252
$263K
253
$261K
254
$259K
255
$258K
256
$255K
257
$251K
258
$248K
259
$242K
260
$223K
261
$222K
262
$219K
263
$214K
264
$207K
265
$188K
266
$186K
267
$170K
268
$145K
269
$120K
270
$117K
271
$88K
272
$72K
273
$70K
274
$68K
275
$67K