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HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 325303 (-22)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

49% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $22.9M

Holders
303
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
$11.8M
Puts
$22.9M
Net Calls
Net Calls Change

Top Sellers

1 -$25.8M
2 -$25.1M
3 -$21.4M
4
Morgan Stanley
Morgan Stanley
New York
-$17.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$208K
252
$202K
253
$194K
254
$188K
255
$153K
256
$120K
257
$114K
258
$105K
259
$90K
260
$88K
261
$88K
262
$65K
263
$63K
264
$45K
265
$40K
266
$35.2K
267
$34K
268
$30K
269
$29K
270
$28.2K
271
$25K
272
$24K
273
$20K
274
$19K
275
$15K