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HealthEquity

311 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 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 ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less capital invested

Capital invested by funds: $5.08B → $4.99B (-$88.8M)

4% less funds holding

Funds holding: 323311 (-12)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
311
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
$13.2M
Puts
$7.81M
Net Calls
Net Calls Change

Top Buyers

1 +$116M
2 +$26.7M
3 +$19.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$19.5M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$18.5M

Top Sellers

1 -$57.2M
2 -$42.6M
3 -$27.7M
4
TCM
TimesSquare Capital Management
New York
-$16.6M
5
UBS AM
UBS AM
Illinois
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.1M
152
$1.03M
153
$1.02M
154
$984K
155
$976K
156
$974K
157
$969K
158
$960K
159
$957K
160
$950K
161
$945K
162
$922K
163
$920K
164
$898K
165
$893K
166
$887K
167
$869K
168
$869K
169
$863K
170
$812K
171
$795K
172
$783K
173
$770K
174
$761K
175
$734K