HQY icon

HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 325303 (-22)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

49% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $22.9M

Holders
303
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
$11.8M
Puts
$22.9M
Net Calls
Net Calls Change

Top Sellers

1 -$25.8M
2 -$25.1M
3 -$21.4M
4
Morgan Stanley
Morgan Stanley
New York
-$17.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$4.6M
102
$4.49M
103
$4.47M
104
$4.46M
105
$4.32M
106
$4.26M
107
$4.08M
108
$4M
109
$3.86M
110
$3.71M
111
$3.52M
112
$3.34M
113
$3.24M
114
$3.01M
115
$2.94M
116
$2.88M
117
$2.78M
118
$2.75M
119
$2.75M
120
$2.71M
121
$2.71M
122
$2.69M
123
$2.66M
124
$2.61M
125
$2.56M