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HealthEquity

282 hedge funds and large institutions have $3.6B invested in HealthEquity in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 54 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:

31% less capital invested

Capital invested by funds: $5.23B → $3.6B (-$1.63B)

64% less call options, than puts

Call options by funds: $4.35M | Put options by funds: $12.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.35M
Puts
$12.2M
Net Calls
Net Calls Change

Top Sellers

1 -$126M
2 -$71.4M
3 -$40.5M
4
FAM
Fred Alger Management
New York
-$36.8M
5
GF
Greenhouse Funds
Maryland
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$588K
177
$565K
178
$538K
179
$534K
180
$496K
181
$492K
182
$491K
183
$474K
184
$462K
185
$458K
186
$456K
187
$449K
188
$434K
189
$429K
190
$428K
191
$424K
192
$423K
193
$422K
194
$410K
195
$396K
196
$392K
197
$380K
198
$372K
199
$372K
200
$344K