HealthEquity
282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
4% less funds holding
Funds holding: 293 → 282 (-11)
23% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 43
51% less call options, than puts
Call options by funds: $20.8M | Put options by funds: $42.2M
Holders
282
Holding in Top 10
2
Calls
$20.8M
Puts
$42.2M
Top Buyers
| 1 | +$64.1M | |
| 2 | +$61.5M | |
| 3 | +$57M | |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$40.1M |
| 5 |
JPMorgan Chase & Co
New York
|
+$28.7M |
Top Sellers
| 1 | -$43.8M | |
| 2 | -$39.4M | |
| 3 | -$21.7M | |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$19.3M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$17.3M |