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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 105

4.07% less ownership

Funds ownership: 97.23%93.16% (-4.1%)

13% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $25.2M

Holders
309
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
$21.9M
Puts
$25.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$5.96M
102
$5.76M
103
$5.65M
104
$5.48M
105
$5.41M
106
$5.35M
107
$5.31M
108
$5.22M
109
$5.07M
110
$4.96M
111
$4.79M
112
$4.49M
113
$4.43M
114
$4.33M
115
$3.98M
116
$3.83M
117
$3.82M
118
$3.78M
119
$3.63M
120
$3.58M
121
$3.57M
122
$3.54M
123
$3.47M
124
$3.3M
125
$3.22M