HealthEquity
HQY
HQY
510 hedge funds and large institutions have $8.16B invested in HealthEquity in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 183 increasing their positions, 180 reducing their positions, and 59 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
Funds holding: →
more ownership
Funds ownership: →
2% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 180
3% less capital invested
Capital invested by funds: $8.38B → $8.16B (-$222M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Holders
510
Holding in Top 10
6
Calls
$20.1M
Puts
$5.45M
Top Buyers
| 1 | +$178M | |
| 2 | +$54.9M | |
| 3 | +$54.3M | |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$41.9M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$27M |
Top Sellers
| 1 | -$138M | |
| 2 | -$120M | |
| 3 | -$60M | |
| 4 |
Franklin Resources
San Mateo,
California
|
-$47.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$36.3M |
