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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
322New |
$27.2K - $36.9K
|
322
$28K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 5.63% |
$759 - $1.03K
|
169
$14.7K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
47New |
$3.67K - $4.92K
|
47
$4.09K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 37.76% |
$110K - $147K
|
5.12K
$445K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.02% |
$78.2 - $105
|
6.4K
$557K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.74K- 68.5% |
$293K - $392K
|
1.72K
$150K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 8.54% |
$134K - $179K
|
21.7K
$1.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.49KNew |
$195K - $261K
|
2.49K
$217K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.57K+ 6.07% |
$435K - $583K
|
97.3K
$8.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
30K+ 4.0% |
$2.35M - $3.14M
|
780K
$67.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.4K+ 10.58% |
$3.24M - $4.34M
|
433K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.27K- 1.34% |
$255K - $342K
|
240K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.26K+ 7.88% |
$333K - $446K
|
58.4K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-478- 3.34% |
$37.4K - $50K
|
13.8K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
40.1K+ 8.67% |
$3.13M - $4.2M
|
503K
$43.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
512New |
$40K - $53.6K
|
512
$44.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
37.3K+ 11.31% |
$2.91M - $3.9M
|
367K
$31.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
121K+ 11.7% |
$9.46M - $12.7M
|
1.16M
$100M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.64K- 1.63% |
$128K - $172K
|
99K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-109- 1.17% |
$8.52K - $11.4K
|
9.19K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.43K+ 3.46% |
$268K - $359K
|
103K
$8.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
91.9K+ 11.6% |
$7.19M - $9.62M
|
884K
$76.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-65.3K- 7.26% |
$5.11M - $6.84M
|
834K
$72.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-149K- 44.19% |
$11.6M - $15.6M
|
188K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$1.16M - $1.55M
|
14.8K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
7.1K+ 8.41% |
$555K - $743K
|
91.5K
$7.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2.8K+ 60.87% |
$219K - $293K
|
7.4K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 32.91% |
$87.1K - $117K
|
4.5K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
45KNew |
$3.52M - $4.71M
|
45K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
97.3K+ 56.35% |
$7.61M - $10.2M
|
270K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
64.7KNew |
$5.06M - $6.78M
|
64.7K
$5.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-422K- 17.92% |
$33M - $44.2M
|
1.94M
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
130K+ 4.17% |
$10.2M - $13.7M
|
3.26M
$284M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-288- 6.67% |
$22.5K - $30.1K
|
4.03K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Iron Triangle Partners LP
Cos Cob, CT |
BUY
|
- |
336KNew |
$26.2M - $35.1M
|
336K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
8.2K+ 82.83% |
$641K - $858K
|
18.1K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
317+ 0.87% |
$24.8K - $33.2K
|
36.8K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-71.2K- 96.36% |
$5.57M - $7.46M
|
2.69K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
19.9K+ 325.62% |
$1.55M - $2.08M
|
25.9K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-99- 1.11% |
$7.74K - $10.4K
|
8.85K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-54.2K- 8.99% |
$4.24M - $5.67M
|
549K
$47.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
35.1K+ 6.53% |
$2.75M - $3.68M
|
573K
$49.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41K- 6.33% |
$3.21M - $4.29M
|
606K
$52.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.55KNew |
$278K - $372K
|
3.55K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
24.3K+ 25.86% |
$1.9M - $2.54M
|
118K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
190K+ 66.4% |
$14.9M - $19.9M
|
477K
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
133+ 1.01% |
$10.4K - $13.9K
|
13.3K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
8.24K+ 42.68% |
$644K - $862K
|
27.5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
224K+ 12.03% |
$17.5M - $23.4M
|
2.09M
$181M
|
|
|
Feb 14, 2025
Q4 2024
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-21.8K- 8.65% |
$1.7M - $2.28M
|
230K
$20M
|
|