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HealthEquity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $3.03B → $2.77B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

56% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $5.67M

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.48M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$25.9M
2 +$19.7M
3 +$16.3M
4
CS
Credit Suisse
Switzerland
+$15.3M
5
BlackRock
BlackRock
New York
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$4.11M
77
$4.06M
78
$4.03M
79
$4.01M
80
$4M
81
$3.96M
82
$3.75M
83
$3.67M
84
$3.61M
85
$3.33M
86
$3.23M
87
$3.13M
88
$3.07M
89
$2.99M
90
$2.96M
91
$2.93M
92
$2.93M
93
$2.77M
94
$2.63M
95
$2.62M
96
$2.57M
97
$2.47M
98
$2.46M
99
$2.41M
100
$2.36M