HealthEquity
311 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 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 ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
2% less capital invested
Capital invested by funds: $5.08B → $4.99B (-$88.8M)
4% less funds holding
Funds holding: 323 → 311 (-12)
26% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 39
Holders
311
Holding in Top 10
3
Calls
$13.2M
Puts
$7.81M
Top Buyers
| 1 | +$116M | |
| 2 | +$26.7M | |
| 3 | +$19.6M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$19.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$18.5M |
Top Sellers
| 1 | -$57.2M | |
| 2 | -$42.6M | |
| 3 | -$27.7M | |
| 4 |
TCM
TimesSquare Capital Management
New York
|
-$16.6M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$15.5M |