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HealthEquity

323 hedge funds and large institutions have $5.08B invested in HealthEquity in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

13% less capital invested

Capital invested by funds: $5.85B → $5.08B (-$768M)

21% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $23.3M

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
323
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
$18.3M
Puts
$23.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$853K
177
$820K
178
$818K
179
$814K
180
$809K
181
$807K
182
$803K
183
$779K
184
$779K
185
$754K
186
$746K
187
$732K
188
$729K
189
$702K
190
$697K
191
$694K
192
$691K
193
$660K
194
$638K
195
$638K
196
$635K
197
$635K
198
$608K
199
$590K
200
$581K