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HealthEquity
293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 32
15% more capital invested
Capital invested by funds: $3.6B → $4.14B (+$541M)
2% more funds holding
Funds holding: 288 → 293 (+5)
8% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 113
1.08% less ownership
Funds ownership: 99.98% → 98.9% (-1.1%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
75% less call options, than puts
Call options by funds: $13.8M | Put options by funds: $55.8M
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M
Top Buyers
Top Sellers
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$82.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$44.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$27.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.3M |
