HQY icon

HealthEquity

317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

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: $ → $

2% more funds holding

Funds holding: 311317 (+6)

1.39% less ownership

Funds ownership: 100.5%99.11% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 132

Holders
317
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
$7.26M
Puts
$6.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.12M
152
$1.1M
153
$1.1M
154
$1.09M
155
$1.08M
156
$1.07M
157
$1.04M
158
$1.04M
159
$1.02M
160
$1.01M
161
$991K
162
$990K
163
$990K
164
$974K
165
$961K
166
$936K
167
$924K
168
$918K
169
$916K
170
$911K
171
$903K
172
$885K
173
$853K
174
$840K
175
$810K