Bamco Inc Healthequity, Inc. Transaction History

Bamco Inc

$32.9 Billion
Q1 2025

A detailed history of Bamco Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Bamco Inc holds 785,000 shares of HQY stock, worth $81.5 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

785,000

Previous 780,000 0.64%

Holding current value

$81.5 Million

Previous $74.8 Million 7.31%

% of portfolio

0.21%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$84.32 - $114.51 $421,599 - $572,550	5,000 Added 0.64%	785,000 $69.4 Million
Q4 2024 Feb 14, 2025	BUY	$78.18 - $104.65 $2.35 Million - $3.14 Million	30,000 Added 4.0%	780,000 $74.8 Million
Q3 2024 Nov 14, 2024	SELL	$67.98 - $86.62 $3.4 Million - $4.33 Million	-50,000 Reduced 6.25%	750,000 $61.4 Million
Q4 2021 Feb 14, 2022	SELL	$39.52 - $69.52 $2.09 Million - $3.67 Million	-52,778 Reduced 6.19%	800,000 $35.4 Million
Q3 2021 Nov 12, 2021	SELL	$61.14 - $82.65 $9.08 Million - $12.3 Million	-148,593 Reduced 14.84%	852,778 $55.2 Million
Q2 2021 Aug 13, 2021	BUY	$66.24 - $84.6 $662,400 - $846,000	10,000 Added 1.01%	1,001,371 $80.6 Million
Q1 2021 May 19, 2021	SELL	$67.0 - $91.01 $3.89 Million - $5.28 Million	-58,000 Reduced 5.53%	991,371 $67.4 Million
Q4 2020 Feb 12, 2021	SELL	$51.41 - $74.4 $208,981 - $302,436	-4,065 Reduced 0.39%	1,049,371 $73.2 Million
Q3 2020 Nov 13, 2020	SELL	$46.15 - $61.64 $203,060 - $271,216	-4,400 Reduced 0.42%	1,053,436 $54.1 Million
Q4 2019 Feb 18, 2020	BUY	$51.99 - $76.5 $57,189 - $84,150	1,100 Added 0.1%	1,057,836 $78.4 Million
Q3 2019 Nov 14, 2019	BUY	$55.4 - $81.98 $8.38 Million - $12.4 Million	151,300 Added 16.71%	1,056,736 $60.4 Million
Q2 2019 Aug 15, 2019	SELL	$62.18 - $78.3 $3.05 Million - $3.84 Million	-49,000 Reduced 5.13%	905,436 $59.2 Million
Q1 2019 May 15, 2019	BUY	$52.86 - $84.51 $15,858 - $25,353	300 Added 0.03%	954,436 $70.6 Million
Q4 2018 Feb 14, 2019	SELL	$54.39 - $100.44 $5.44 Million - $10 Million	-100,000 Reduced 9.49%	954,136 $56.9 Million
Q3 2018 Nov 14, 2018	SELL	$74.12 - $97.32 $11.1 Million - $14.6 Million	-149,635 Reduced 12.43%	1,054,136 $99.5 Million
Q3 2017 Nov 15, 2017	BUY	$40.6 - $50.58 $48.9 Million - $60.9 Million	1,203,771	1,203,771 $60.9 Million

Others Institutions Holding HQY

# of Institutions

519

Shares Held

88M

Call Options Held

308K

Put Options Held

322K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.77B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

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