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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

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: $ → $

8% more funds holding

Funds holding: 317342 (+25)

3.29% more ownership

Funds ownership: 99.11%102.4% (+3.3%)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 118

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.2M
Puts
$5.39M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$6.04M
102
$5.94M
103
$5.89M
104
$5.87M
105
$5.4M
106
$5.4M
107
$5.3M
108
$5.16M
109
$5.03M
110
$4.77M
111
$4.75M
112
$4.71M
113
$4.71M
114
$4.52M
115
$4.5M
116
$4.34M
117
$4.27M
118
$4.17M
119
$4.16M
120
$4.11M
121
$4.03M
122
$3.98M
123
$3.97M
124
$3.93M
125
$3.85M