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HealthEquity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $3.03B → $2.77B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

56% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $5.67M

Holders
235
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
$2.48M
Puts
$5.67M
Net Calls
Net Calls Change

Top Buyers

1 +$25.9M
2 +$19.7M
3 +$16.3M
4
CS
Credit Suisse
Switzerland
+$15.3M
5
BlackRock
BlackRock
New York
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$324K
177
$318K
178
$315K
179
$280K
180
$258K
181
$256K
182
$254K
183
$227K
184
$220K
185
$218K
186
$208K
187
$204K
188
$202K
189
$202K
190
$201K
191
$161K
192
$149K
193
$129K
194
$95K
195
$92K
196
$77K
197
$58K
198
$56K
199
$56K
200
$53K