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HealthEquity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $3.03B → $2.77B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

56% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $5.67M

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.48M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$25.9M
2 +$19.7M
3 +$16.3M
4
CS
Credit Suisse
Switzerland
+$15.3M
5
BlackRock
BlackRock
New York
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$630K
152
$624K
153
$550K
154
$536K
155
$520K
156
$493K
157
$483K
158
$478K
159
$470K
160
$443K
161
$435K
162
$425K
163
$418K
164
$415K
165
$406K
166
$392K
167
$372K
168
$360K
169
$355K
170
$355K
171
$348K
172
$347K
173
$345K
174
$341K
175
$339K