We are live on
!
Find out more
HealthEquity
282 hedge funds and large institutions have $3.6B invested in HealthEquity in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
28% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 90
0.76% more ownership
Funds ownership: 96.75% → 97.51% (+0.76%)
2% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 54
1% less funds holding
Funds holding: 286 → 282 (-4)
31% less capital invested
Capital invested by funds: $5.23B → $3.6B (-$1.63B)
64% less call options, than puts
Call options by funds: $4.35M | Put options by funds: $12.2M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
4.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
115
Reduced
90
Closed
54
Calls
$4.35M
Puts
$12.2M
Net Calls
-$7.87M
Net Calls Change
+$6.5M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$69.8M |
| 3 |
JP Morgan Chase
New York
|
+$34.3M |
| 4 |
Two Sigma Investments
New York
|
+$34M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$29.1M |
Top Sellers
| 1 |
ESCM
Echo Street Capital Management
New York
|
-$126M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$94M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$53.3M |
| 4 |
FAM
Fred Alger Management
New York
|
-$48.4M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$21.6M |
