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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

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: $ → $

8% more funds holding

Funds holding: 317342 (+25)

3.29% more ownership

Funds ownership: 99.11%102.4% (+3.3%)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 118

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.2M
Puts
$5.39M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$729K
202
$719K
203
$714K
204
$712K
205
$673K
206
$671K
207
$663K
208
$655K
209
$654K
210
$619K
211
$604K
212
$596K
213
$589K
214
$586K
215
$583K
216
$580K
217
$579K
218
$578K
219
$555K
220
$533K
221
$529K
222
$527K
223
$506K
224
$501K
225
$497K