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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 105

4.07% less ownership

Funds ownership: 97.23%93.16% (-4.1%)

13% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $25.2M

Holders
309
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
$21.9M
Puts
$25.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$10.4M
77
$10.4M
78
$9.57M
79
$9.46M
80
$9.44M
81
$9.16M
82
$9.02M
83
$8.97M
84
$8.75M
85
$8.54M
86
$8.51M
87
$8.17M
88
$8.11M
89
$8.07M
90
$7.82M
91
$7.64M
92
$7.5M
93
$7.48M
94
$7.39M
95
$7.29M
96
$7.25M
97
$7.01M
98
$6.81M
99
$6.61M
100
$6.15M