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HealthEquity

317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 311317 (+6)

1.39% less ownership

Funds ownership: 100.5%99.11% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 132

Holders
317
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
$7.26M
Puts
$6.19M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$488K
202
$480K
203
$479K
204
$478K
205
$474K
206
$463K
207
$462K
208
$448K
209
$438K
210
$434K
211
$432K
212
$429K
213
$418K
214
$391K
215
$376K
216
$369K
217
$368K
218
$335K
219
$334K
220
$333K
221
$328K
222
$323K
223
$319K
224
$316K
225
$314K