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HealthEquity

317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 311317 (+6)

1.39% less ownership

Funds ownership: 100.5%99.11% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 132

Holders
317
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
$7.26M
Puts
$6.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$7.72M
77
$7.69M
78
$7M
79
$6.95M
80
$6.78M
81
$6.48M
82
$6.33M
83
$6.09M
84
$5.99M
85
$5.94M
86
$5.93M
87
$5.65M
88
$5.55M
89
$5.47M
90
$5.45M
91
$5.37M
92
$5.24M
93
$5.22M
94
$5.21M
95
$5.16M
96
$5.13M
97
$4.75M
98
$4.59M
99
$4.17M
100
$4.07M