HealthEquity
323 hedge funds and large institutions have $5.08B invested in HealthEquity in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
13% less capital invested
Capital invested by funds: $5.85B → $5.08B (-$768M)
21% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $23.3M
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Holders
323
Holding in Top 10
2
Calls
$18.3M
Puts
$23.3M
Top Buyers
| 1 | +$50.5M | |
| 2 | +$45.2M | |
| 3 | +$27.7M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$19.5M |
Top Sellers
| 1 | -$93.6M | |
| 2 | -$50.2M | |
| 3 | -$43.3M | |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$38.1M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$29.7M |