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HealthEquity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 303317 (+14)

2.25% more ownership

Funds ownership: 96.99%99.25% (+2.3%)

58% less call options, than puts

Call options by funds: $11.1M | Put options by funds: $26.3M

Holders
317
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.1M
Puts
$26.3M
Net Calls
Net Calls Change

Top Buyers

1 +$37.5M
2 +$25.5M
3 +$25M
4
Brown Advisory
Brown Advisory
Maryland
+$24.6M
5
FAM
Fred Alger Management
New York
+$24M

Top Sellers

1 -$63.5M
2 -$41.2M
3 -$22.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$9.88M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$1.17M
177
$1.16M
178
$1.15M
179
$1.14M
180
$1.07M
181
$992K
182
$987K
183
$979K
184
$970K
185
$966K
186
$960K
187
$956K
188
$926K
189
$912K
190
$896K
191
$889K
192
$889K
193
$874K
194
$863K
195
$847K
196
$831K
197
$813K
198
$796K
199
$792K
200
$783K