HealthEquity
200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
20% more funds holding
Funds holding: 166 → 200 (+34)
7% more capital invested
Capital invested by funds: $2.06B → $2.2B (+$140M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
200
Holding in Top 10
3
Calls
$5.33M
Puts
$3.68M
Top Buyers
| 1 | +$27.6M | |
| 2 | +$24.2M | |
| 3 | +$18.5M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15.3M |
Top Sellers
| 1 | -$89.4M | |
| 2 | -$54.5M | |
| 3 | -$25.6M | |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$19M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$11.4M |