HealthEquity
286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
23% less capital invested
Capital invested by funds: $6.76B → $5.23B (-$1.53B)
66% less call options, than puts
Call options by funds: $7.28M | Put options by funds: $21.7M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
286
Holding in Top 10
1
Calls
$7.28M
Puts
$21.7M
Top Buyers
| 1 | +$26.9M | |
| 2 | +$23.6M | |
| 3 | +$17.5M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$13.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.5M |
Top Sellers
| 1 | -$283M | |
| 2 | -$39.9M | |
| 3 | -$31.7M | |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$25.1M |
| 5 |
Morgan Stanley
New York
|
-$18.5M |