HealthEquity
482 hedge funds and large institutions have $8.38B invested in HealthEquity in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 161 increasing their positions, 178 reducing their positions, and 64 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 funds holding in top 10
Funds holding in top 10: →
10% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 178
2.85% less ownership
Funds ownership: 105.52% → 102.67% (-2.8%)
12% less capital invested
Capital invested by funds: $9.56B → $8.38B (-$1.18B)
Holders
482
Holding in Top 10
8
Calls
$20.2M
Puts
$6.72M
Top Buyers
| 1 | +$79M | |
| 2 | +$62.2M | |
| 3 | +$53.2M | |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$43.3M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$42.8M |
Top Sellers
| 1 | -$239M | |
| 2 | -$147M | |
| 3 | -$86.6M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$74.3M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$55.9M |
