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HealthEquity

307 hedge funds and large institutions have $5.14B invested in HealthEquity in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 110

0.15% less ownership

Funds ownership: 100.08%99.93% (-0.15%)

9% less capital invested

Capital invested by funds: $5.63B → $5.14B (-$495M)

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.3M
Puts
$2.52M
Net Calls
Net Calls Change

Top Buyers

1 +$36.4M
2 +$26.2M
3 +$26M
4
Invesco
Invesco
Georgia
+$24.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.9M

Top Sellers

1 -$62M
2 -$26.1M
3 -$21.4M
4
Victory Capital Management
Victory Capital Management
Texas
-$17.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$600M
2
$500M
3
$407M
4
$220M
5
$165M
6
$159M
7
$151M
8
$126M
9
$113M
10
$112M
11
$109M
12
$91.2M
13
$86.6M
14
$80.3M
15
$77.9M
16
$70.1M
17
$70M
18
$69.1M
19
$56.5M
20
$55.4M
21
$53M
22
$53M
23
$52.3M
24
$52.2M
25
$49.1M