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HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 325303 (-22)

35% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 60

49% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $22.9M

Holders
303
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
$11.8M
Puts
$22.9M
Net Calls
Net Calls Change

Top Sellers

1 -$25.8M
2 -$25.1M
3 -$21.4M
4
Morgan Stanley
Morgan Stanley
New York
-$17.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$948K
177
$945K
178
$938K
179
$934K
180
$856K
181
$849K
182
$838K
183
$822K
184
$796K
185
$778K
186
$768K
187
$749K
188
$746K
189
$741K
190
$717K
191
$711K
192
$704K
193
$699K
194
$699K
195
$691K
196
$686K
197
$686K
198
$661K
199
$643K
200
$617K