HealthEquity
130 hedge funds and large institutions have $1.4B invested in HealthEquity in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 12 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
12% more funds holding
Funds holding: 116 → 130 (+14)
3% less capital invested
Capital invested by funds: $1.45B → $1.4B (-$49.6M)
Holders
130
Holding in Top 10
3
Calls
$3.76M
Puts
$1.35M
Top Buyers
| 1 | +$44.1M | |
| 2 | +$37.2M | |
| 3 | +$29.4M | |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$22.1M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$8.57M |
Top Sellers
| 1 | -$68M | |
| 2 | -$34M | |
| 3 | -$8.32M | |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$8.26M |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$4.13M |