HealthEquity
351 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 133 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
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 funds holding
Funds holding: →
less ownership
Funds ownership: →
11% less capital invested
Capital invested by funds: $6.41B → $5.71B (-$701M)
17% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 133
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Holders
351
Holding in Top 10
3
Calls
$16.1M
Puts
$12M
Top Buyers
| 1 | +$58.7M | |
| 2 | +$44.1M | |
| 3 | +$37.2M | |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$31.9M |
| 5 |
Man Group
London,
United Kingdom
|
+$27.8M |
Top Sellers
| 1 | -$64.4M | |
| 2 | -$57.2M | |
| 3 | -$35.7M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.9M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$28.4M |