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HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 325303 (-22)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

49% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $22.9M

Holders
303
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.8M
Puts
$22.9M
Net Calls
Net Calls Change

Top Sellers

1 -$25.8M
2 -$25.1M
3 -$21.4M
4
Morgan Stanley
Morgan Stanley
New York
-$17.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.48M
152
$1.47M
153
$1.45M
154
$1.44M
155
$1.43M
156
$1.4M
157
$1.33M
158
$1.33M
159
$1.31M
160
$1.3M
161
$1.24M
162
$1.24M
163
$1.19M
164
$1.17M
165
$1.15M
166
$1.15M
167
$1.14M
168
$1.11M
169
$1.1M
170
$1.07M
171
$1.05M
172
$1.05M
173
$977K
174
$971K
175
$959K