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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 105

4.07% less ownership

Funds ownership: 97.23%93.16% (-4.1%)

13% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $25.2M

Holders
309
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
$21.9M
Puts
$25.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$683K
202
$672K
203
$665K
204
$633K
205
$628K
206
$626K
207
$618K
208
$613K
209
$580K
210
$513K
211
$498K
212
$498K
213
$495K
214
$481K
215
$459K
216
$458K
217
$455K
218
$448K
219
$446K
220
$441K
221
$434K
222
$419K
223
$416K
224
$401K
225
$390K