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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
201
$408K
202
$396K
203
$388K
204
$385K
205
$374K
206
$365K
207
$361K
208
$351K
209
$349K
210
$348K
211
$334K
212
$328K
213
$305K
214
$294K
215
$292K
216
$288K
217
$272K
218
$272K
219
$271K
220
$270K
221
$267K
222
$258K
223
$255K
224
$246K
225
$244K