HealthEquity
140 hedge funds and large institutions have $1.28B invested in HealthEquity in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
3% less funds holding
Funds holding: 144 → 140 (-4)
15% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 27
Holders
140
Holding in Top 10
2
Calls
$2.23M
Puts
$1.41M
Top Buyers
| 1 | +$23.5M | |
| 2 | +$23M | |
| 3 | +$17.8M | |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$15.5M |
| 5 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
+$11.6M |
Top Sellers
| 1 | -$30.9M | |
| 2 | -$16.9M | |
| 3 | -$16.7M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.45M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$3.53M |