HQY icon

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
201
$342K
202
$336K
203
$331K
204
$331K
205
$331K
206
$321K
207
$312K
208
$303K
209
$302K
210
$274K
211
$268K
212
$267K
213
$264K
214
$259K
215
$251K
216
$250K
217
$245K
218
$221K
219
$220K
220
$199K
221
$193K
222
$174K
223
$154K
224
$135K
225
$123K