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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

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: $ → $

8% more funds holding

Funds holding: 317342 (+25)

3.29% more ownership

Funds ownership: 99.11%102.4% (+3.3%)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 118

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.2M
Puts
$5.39M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
251
$307K
252
$305K
253
$303K
254
$298K
255
$298K
256
$298K
257
$278K
258
$275K
259
$269K
260
$263K
261
$263K
262
$263K
263
$261K
264
$253K
265
$252K
266
$251K
267
$241K
268
$237K
269
$232K
270
$230K
271
$219K
272
$217K
273
$215K
274
$206K
275
$205K