HealthEquity
482 hedge funds and large institutions have $7.2B invested in HealthEquity in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 179 increasing their positions, 180 reducing their positions, and 97 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
5% less funds holding
Funds holding: 510 → 482 (-28)
12% less capital invested
Capital invested by funds: $8.16B → $7.2B (-$959M)
19% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 97
Holders
482
Holding in Top 10
8
Calls
$14.9M
Puts
$14M
Top Buyers
| 1 | +$82M | |
| 2 | +$51.1M | |
| 3 | +$51M | |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$50.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$45.4M |
Top Sellers
| 1 | -$102M | |
| 2 | -$75.3M | |
| 3 | -$56.1M | |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$42.2M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$38M |