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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
151
$1.43M
152
$1.42M
153
$1.41M
154
$1.41M
155
$1.4M
156
$1.39M
157
$1.34M
158
$1.34M
159
$1.33M
160
$1.31M
161
$1.24M
162
$1.19M
163
$1.07M
164
$1.07M
165
$1.04M
166
$1.03M
167
$991K
168
$990K
169
$975K
170
$973K
171
$969K
172
$941K
173
$922K
174
$910K
175
$889K