HealthEquity
293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1.08% less ownership
Funds ownership: 99.98% → 98.9% (-1.1%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
75% less call options, than puts
Call options by funds: $13.8M | Put options by funds: $55.8M
Holders
293
Holding in Top 10
2
Calls
$13.8M
Puts
$55.8M
Top Buyers
| 1 | +$61.4M | |
| 2 | +$30.4M | |
| 3 | +$29.3M | |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$28.9M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$26.7M |
Top Sellers
| 1 | -$87.8M | |
| 2 | -$47.5M | |
| 3 | -$47M | |
| 4 |
Invesco
Atlanta,
Georgia
|
-$29.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13M |