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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 105

4.07% less ownership

Funds ownership: 97.23%93.16% (-4.1%)

13% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $25.2M

Holders
309
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
$21.9M
Puts
$25.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
126
$3.21M
127
$3.11M
128
$3.06M
129
$3.02M
130
$2.98M
131
$2.97M
132
$2.97M
133
$2.95M
134
$2.95M
135
$2.9M
136
$2.86M
137
$2.8M
138
$2.75M
139
$2.63M
140
$2.53M
141
$2.39M
142
$2.39M
143
$2.29M
144
$2.28M
145
$2.23M
146
$2.21M
147
$2.2M
148
$2.12M
149
$2.1M
150
$2.1M