HealthEquity
402 hedge funds and large institutions have $7.23B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 152 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
5% less capital invested
Capital invested by funds: $7.59B → $7.23B (-$350M)
7% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 152
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
402
Holding in Top 10
4
Calls
$17M
Puts
$8.51M
Top Buyers
| 1 | +$39.6M | |
| 2 | +$20.5M | |
| 3 | +$18.5M | |
| 4 |
BlackRock
New York
|
+$16.5M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$14.7M |
Top Sellers
| 1 | -$24.2M | |
| 2 | -$20.6M | |
| 3 | -$16.6M | |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$15.3M |
| 5 |
Bank of New York Mellon
New York
|
-$12.8M |