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HealthEquity

385 hedge funds and large institutions have $7.58B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 154 increasing their positions, 121 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

5% more funds holding

Funds holding: 365385 (+20)

0.55% more ownership

Funds ownership: 100.53%101.08% (+0.55%)

17% less call options, than puts

Call options by funds: $4.62M | Put options by funds: $5.58M

Holders
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.62M
Puts
$5.58M
Net Calls
Net Calls Change

Top Sellers

1 -$85.3M
2 -$40.7M
3 -$33.5M
4
Man Group
Man Group
United Kingdom
-$16.8M
5
BlackRock
BlackRock
New York
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$2.49M
152
$2.45M
153
$2.44M
154
$2.43M
155
$2.35M
156
$2.32M
157
$2.18M
158
$2.12M
159
$2.08M
160
$2.06M
161
$1.94M
162
$1.92M
163
$1.87M
164
$1.85M
165
$1.85M
166
$1.8M
167
$1.8M
168
$1.78M
169
$1.78M
170
$1.74M
171
$1.72M
172
$1.71M
173
$1.67M
174
$1.67M
175
$1.66M