HealthEquity
460 hedge funds and large institutions have $8.13B invested in HealthEquity in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 139 reducing their positions, and 47 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
2.52% more ownership
Funds ownership: 104.04% → 106.55% (+2.5%)
2% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $28M
6% less capital invested
Capital invested by funds: $8.65B → $8.13B (-$526M)
Holders
460
Holding in Top 10
7
Calls
$27.5M
Puts
$28M
Top Buyers
| 1 | +$72.6M | |
| 2 | +$70.2M | |
| 3 | +$54M | |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$51.3M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$49.8M |
Top Sellers
| 1 | -$80.7M | |
| 2 | -$44.3M | |
| 3 | -$38.1M | |
| 4 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
-$32.2M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$24.7M |
