Latest Institutional Transactions on Healthequity, Inc. (HQY)
This table provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
597+ 8.61% |
$50.3K - $68.4K
|
7.53K
$837K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-65- 1.64% |
$5.48K - $7.44K
|
3.91K
$434K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$253 - $344
|
3
$333
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33+ 1.14% |
$2.78K - $3.78K
|
2.93K
$326K
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
17.7KNew |
$1.49M - $2.03M
|
17.7K
$1.97M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
267+ 15.51% |
$22.5K - $30.6K
|
1.99K
$221K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$21.1K - $28.6K
|
250
$27.8K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
24.1K+ 73.89% |
$2.03M - $2.76M
|
56.8K
$6.31M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.55KNew |
$721K - $979K
|
8.55K
$950K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.55KNew |
$721K - $979K
|
8.55K
$950K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.99K+ 1.63% |
$505K - $686K
|
373K
$41.4M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$84.3 - $115
|
1
$111
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.32K+ 302.35% |
$533K - $723K
|
8.41K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
11KNew |
$925K - $1.26M
|
11K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.75KNew |
$316K - $430K
|
3.75K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-61.9K- 25.37% |
$5.22M - $7.09M
|
182K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.29K- 1.3% |
$109K - $148K
|
97.7K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
108K+ 35.24% |
$9.09M - $12.3M
|
414K
$46M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
49.8K+ 133.87% |
$4.2M - $5.7M
|
87K
$9.67M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
89+ 38.36% |
$7.5K - $10.2K
|
321
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.87K- 46.9% |
$326K - $443K
|
4.38K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
419K+ 14964.29% |
$35.3M - $48M
|
422K
$46.9M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
17.7K+ 0.54% |
$1.49M - $2.03M
|
3.28M
$365M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-95.8K- 16.71% |
$8.08M - $11M
|
478K
$53.1M
|
|
|
May 15, 2025
Q1 2025
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
59.5KNew |
$5.02M - $6.82M
|
59.5K
$6.62M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
278New |
$23.4K - $31.8K
|
278
$30.9K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Frontier Capital Management CO LLC
|
BUY
|
- |
46.4K+ 106.03% |
$3.91M - $5.31M
|
90.2K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
200+ 3.51% |
$16.9K - $22.9K
|
5.9K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.25K+ 323.55% |
$780K - $1.06M
|
12.1K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.28K+ 45.04% |
$698K - $948K
|
26.7K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
2.36KNew |
$199K - $270K
|
2.36K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
33.3KNew |
$2.81M - $3.82M
|
33.3K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$169 - $229
|
2
$222
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
885+ 36.95% |
$74.6K - $101K
|
3.28K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
30K+ 13.02% |
$2.53M - $3.43M
|
260K
$28.9M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.27K- 7.12% |
$444K - $603K
|
68.8K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-361- 2.78% |
$30.4K - $41.3K
|
12.6K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.9K+ 1.85% |
$160K - $218K
|
104K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
14.4K+ 15.74% |
$1.21M - $1.65M
|
106K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-163K- 86.77% |
$13.8M - $18.7M
|
24.9K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11.1K+ 1.33% |
$938K - $1.27M
|
845K
$93.9M
|
|
|
May 15, 2025
Q1 2025
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-34.7K- 8.98% |
$2.93M - $3.98M
|
352K
$39.1M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
4K+ 50.0% |
$337K - $458K
|
12K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
52KNew |
$4.38M - $5.95M
|
52K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.9KNew |
$1.09M - $1.48M
|
12.9K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
First Turn Management, LLC
Del Mar, CA |
SELL
|
- |
-41.9K- 33.29% |
$3.53M - $4.8M
|
84K
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.4K+ 14.91% |
$7.62M - $10.3M
|
697K
$77.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
611K+ 76.65% |
$51.5M - $69.9M
|
1.41M
$156M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-70.1K- 34.99% |
$5.91M - $8.03M
|
130K
$14.5M
|