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HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 325303 (-22)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

49% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $22.9M

Holders
303
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
$11.8M
Puts
$22.9M
Net Calls
Net Calls Change

Top Sellers

1 -$25.8M
2 -$25.1M
3 -$21.4M
4
Morgan Stanley
Morgan Stanley
New York
-$17.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$7.94M
77
$7.5M
78
$7.47M
79
$7.27M
80
$7.2M
81
$7.13M
82
$6.83M
83
$6.82M
84
$6.52M
85
$6.19M
86
$6.17M
87
$6.17M
88
$6.15M
89
$5.95M
90
$5.92M
91
$5.43M
92
$5.42M
93
$5.37M
94
$5.22M
95
$5.12M
96
$5.04M
97
$4.89M
98
$4.88M
99
$4.79M
100
$4.76M