HQY icon

HealthEquity

282 hedge funds and large institutions have $3.6B invested in HealthEquity in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

31% less capital invested

Capital invested by funds: $5.23B → $3.6B (-$1.63B)

64% less call options, than puts

Call options by funds: $4.35M | Put options by funds: $12.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.35M
Puts
$12.2M
Net Calls
Net Calls Change

Top Sellers

1 -$126M
2 -$71.4M
3 -$40.5M
4
FAM
Fred Alger Management
New York
-$36.8M
5
GF
Greenhouse Funds
Maryland
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$3.04M
102
$2.96M
103
$2.94M
104
$2.79M
105
$2.77M
106
$2.76M
107
$2.72M
108
$2.66M
109
$2.64M
110
$2.62M
111
$2.22M
112
$2.22M
113
$2.21M
114
$2.21M
115
$2.2M
116
$2.19M
117
$2.13M
118
$2.12M
119
$2.1M
120
$1.97M
121
$1.94M
122
$1.93M
123
$1.9M
124
$1.86M
125
$1.83M