HQY icon

HealthEquity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 233238 (+5)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

79% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $8.65M

Holders
238
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.85M
Puts
$8.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$11M
52
$10.6M
53
$10.2M
54
$9.91M
55
$9.14M
56
$9.08M
57
$9.04M
58
$8.35M
59
$7.83M
60
$7.59M
61
$7.32M
62
$7.04M
63
$6.66M
64
$6.49M
65
$6.33M
66
$6.21M
67
$5.93M
68
$5.89M
69
$5.74M
70
$5.3M
71
$5.27M
72
$5.2M
73
$5.1M
74
$5.07M
75
$4.97M