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HealthEquity

307 hedge funds and large institutions have $5.14B invested in HealthEquity in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 110

0.15% less ownership

Funds ownership: 100.08%99.93% (-0.15%)

9% less capital invested

Capital invested by funds: $5.63B → $5.14B (-$495M)

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.3M
Puts
$2.52M
Net Calls
Net Calls Change

Top Buyers

1 +$36.4M
2 +$26.2M
3 +$26M
4
Invesco
Invesco
Georgia
+$24.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.9M

Top Sellers

1 -$62M
2 -$26.1M
3 -$21.4M
4
Victory Capital Management
Victory Capital Management
Texas
-$17.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$109K
252
$91K
253
$84K
254
$81K
255
$76K
256
$73K
257
$68K
258
$55K
259
$49K
260
$46K
261
$44K
262
$29K
263
$28K
264
$23K
265
$22K
266
$18K
267
$15K
268
$13K
269
$12K
270
$11K
271
$11K
272
$11K
273
$11K
274
$10.4K
275
$10K