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HealthEquity

282 hedge funds and large institutions have $3.6B invested in HealthEquity in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 54 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:

31% less capital invested

Capital invested by funds: $5.23B → $3.6B (-$1.63B)

64% less call options, than puts

Call options by funds: $4.35M | Put options by funds: $12.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.35M
Puts
$12.2M
Net Calls
Net Calls Change

Top Sellers

1 -$126M
2 -$71.4M
3 -$40.5M
4
FAM
Fred Alger Management
New York
-$36.8M
5
GF
Greenhouse Funds
Maryland
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$5.68M
77
$5.56M
78
$5.56M
79
$5.54M
80
$5.09M
81
$5.03M
82
$4.98M
83
$4.95M
84
$4.84M
85
$4.81M
86
$4.72M
87
$4.51M
88
$4.21M
89
$4.05M
90
$4M
91
$3.87M
92
$3.67M
93
$3.61M
94
$3.6M
95
$3.56M
96
$3.41M
97
$3.3M
98
$3.3M
99
$3.2M
100
$3.05M