HealthEquity
484 hedge funds and large institutions have $9.56B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 173 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
5% more funds holding
Funds holding: 462 → 484 (+22)
2% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 173
1.03% less ownership
Funds ownership: 106.54% → 105.51% (-1%)
Holders
484
Holding in Top 10
8
Calls
$34.3M
Puts
$24.8M
Top Buyers
| 1 | +$73.7M | |
| 2 | +$66.5M | |
| 3 | +$66.4M | |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$62.7M |
| 5 |
Man Group
London,
United Kingdom
|
+$22.5M |
Top Sellers
| 1 | -$107M | |
| 2 | -$73.8M | |
| 3 | -$53.2M | |
| 4 |
ClearBridge Investments
New York
|
-$50.4M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$37.9M |