HealthEquity
HQY
HQY
440 hedge funds and large institutions have $8.65B invested in HealthEquity in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 142 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
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: $ → $
14% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 142
9% more funds holding
Funds holding: 402 → 440 (+38)
2.93% more ownership
Funds ownership: 101.11% → 104.04% (+2.9%)
Holders
440
Holding in Top 10
5
Calls
$29.1M
Puts
$6.82M
Top Buyers
| 1 | +$78.1M | |
| 2 | +$53.2M | |
| 3 | +$45.3M | |
| 4 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$32.2M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$24.6M |
Top Sellers
| 1 | -$40.5M | |
| 2 | -$31.5M | |
| 3 | -$27.1M | |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$23.5M |
| 5 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$19.1M |