HQY icon

HealthEquity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less call options, than puts

Call options by funds: $28.2M | Put options by funds: $28.8M

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 116

Holders
285
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.2M
Puts
$28.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$699K
177
$697K
178
$683K
179
$681K
180
$675K
181
$655K
182
$648K
183
$644K
184
$640K
185
$631K
186
$592K
187
$589K
188
$585K
189
$578K
190
$529K
191
$512K
192
$508K
193
$506K
194
$498K
195
$492K
196
$487K
197
$451K
198
$429K
199
$416K
200
$409K