HealthEquity
310 hedge funds and large institutions have $5.85B invested in HealthEquity in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
1% more funds holding
Funds holding: 307 → 310 (+3)
9% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 116
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Holders
310
Holding in Top 10
7
Calls
$18M
Puts
$6.17M
Top Buyers
| 1 | +$87.3M | |
| 2 | +$51.7M | |
| 3 | +$50.2M | |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$43.4M |
| 5 |
Millennium Management
New York
|
+$30.5M |
Top Sellers
| 1 | -$60.6M | |
| 2 | -$20.5M | |
| 3 | -$18.6M | |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$16.8M |
| 5 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$15.3M |