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HealthEquity

317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 311317 (+6)

1.39% less ownership

Funds ownership: 100.5%99.11% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 132

Holders
317
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
$7.26M
Puts
$6.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$4.06M
102
$3.99M
103
$3.96M
104
$3.84M
105
$3.83M
106
$3.78M
107
$3.52M
108
$3.51M
109
$3.49M
110
$3.43M
111
$3.18M
112
$3.17M
113
$3.15M
114
$3.07M
115
$3.04M
116
$3.03M
117
$3.01M
118
$3.01M
119
$2.96M
120
$2.86M
121
$2.72M
122
$2.71M
123
$2.66M
124
$2.64M
125
$2.61M