HealthEquity
317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
2% more funds holding
Funds holding: 311 → 317 (+6)
1.39% less ownership
Funds ownership: 100.5% → 99.11% (-1.4%)
21% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 132
Holders
317
Holding in Top 10
4
Calls
$7.26M
Puts
$6.19M
Top Buyers
| 1 | +$23.6M | |
| 2 | +$18.7M | |
| 3 | +$17.3M | |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$16M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.4M |
Top Sellers
| 1 | -$36.9M | |
| 2 | -$26.8M | |
| 3 | -$22.8M | |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$18.5M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$16.9M |