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HealthEquity

323 hedge funds and large institutions have $5.08B invested in HealthEquity in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

13% less capital invested

Capital invested by funds: $5.85B → $5.08B (-$768M)

21% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $23.3M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.3M
Puts
$23.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$7.43M
77
$7.15M
78
$7.03M
79
$6.87M
80
$6.79M
81
$6.57M
82
$6.22M
83
$6.09M
84
$5.89M
85
$5.75M
86
$5.69M
87
$5.68M
88
$5.48M
89
$5.4M
90
$5.38M
91
$5.24M
92
$5.22M
93
$5.13M
94
$5.08M
95
$5.07M
96
$4.97M
97
$4.95M
98
$4.93M
99
$4.88M
100
$4.79M