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HealthEquity

307 hedge funds and large institutions have $5.14B invested in HealthEquity in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 110

0.15% less ownership

Funds ownership: 100.08%99.93% (-0.15%)

9% less capital invested

Capital invested by funds: $5.63B → $5.14B (-$495M)

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.3M
Puts
$2.52M
Net Calls
Net Calls Change

Top Buyers

1 +$36.4M
2 +$26.2M
3 +$26M
4
Invesco
Invesco
Georgia
+$24.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.9M

Top Sellers

1 -$62M
2 -$26.1M
3 -$21.4M
4
Victory Capital Management
Victory Capital Management
Texas
-$17.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$3.51M
127
$3.17M
128
$3.13M
129
$3.08M
130
$3.05M
131
$2.99M
132
$2.91M
133
$2.66M
134
$2.57M
135
$2.48M
136
$2.42M
137
$2.33M
138
$2.05M
139
$1.9M
140
$1.8M
141
$1.76M
142
$1.67M
143
$1.62M
144
$1.57M
145
$1.54M
146
$1.51M
147
$1.51M
148
$1.5M
149
$1.48M
150
$1.47M