Philadelphia Financial Management Of San Francisco, LLC Healthequity, Inc. Transaction History

Philadelphia Financial Management Of San Francisco, LLC

$602 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$54.14 - $71.62 $2.51 Million - $3.32 Million	-46,379 Reduced 31.82%	99,358 $6.1 Million
Q1 2022 May 16, 2022	BUY	$45.4 - $67.44 $6.62 Million - $9.83 Million	145,737 New	145,737 $9.83 Million

Others Institutions Holding HQY

# of Institutions

434

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

Black Rock Inc. New York, NY

10.7M
Shares

$1.12 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.88M
Shares

$925 Million
0.01% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

7.76M
Shares

$809 Million
3.16% of portfolio
State Street Corp Boston, MA

3.13M
Shares

$327 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

2.39M
Shares

$249 Million
0.16% of portfolio

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.81B
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 ...

More about HQY

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