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HealthEquity

323 hedge funds and large institutions have $5.08B invested in HealthEquity in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

13% less capital invested

Capital invested by funds: $5.85B → $5.08B (-$768M)

21% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $23.3M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.3M
Puts
$23.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$4.74M
102
$4.52M
103
$4.28M
104
$4.2M
105
$4.18M
106
$4.05M
107
$4.02M
108
$4M
109
$3.96M
110
$3.72M
111
$3.67M
112
$3.56M
113
$3.54M
114
$3.5M
115
$3.46M
116
$3.35M
117
$3.13M
118
$3.1M
119
$2.94M
120
$2.91M
121
$2.91M
122
$2.9M
123
$2.9M
124
$2.86M
125
$2.82M