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HealthEquity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less call options, than puts

Call options by funds: $28.2M | Put options by funds: $28.8M

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 116

Holders
285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.2M
Puts
$28.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
126
$1.92M
127
$1.92M
128
$1.91M
129
$1.89M
130
$1.84M
131
$1.79M
132
$1.79M
133
$1.78M
134
$1.77M
135
$1.74M
136
$1.72M
137
$1.68M
138
$1.67M
139
$1.63M
140
$1.6M
141
$1.55M
142
$1.55M
143
$1.55M
144
$1.54M
145
$1.49M
146
$1.48M
147
$1.34M
148
$1.31M
149
$1.3M
150
$1.26M