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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 9.52% |
$15.4K - $22.6K
|
1.9K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-95.8K- 2.92% |
$7.36M - $10.8M
|
3.18M
$295M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.81K+ 74.82% |
$216K - $317K
|
6.56K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
- |
-102K- 24.18% |
$7.83M - $11.5M
|
320K
$29.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
75.2KNew |
$5.77M - $8.5M
|
75.2K
$6.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Frontier Capital Management CO LLC
|
BUY
|
- |
22.4K+ 24.89% |
$1.72M - $2.54M
|
113K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.2K- 3.1% |
$1.55M - $2.28M
|
631K
$58.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.8K+ 5.38% |
$215K - $316K
|
54.8K
$5.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-34.3K- 7.18% |
$2.63M - $3.88M
|
443K
$41.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
40.9K+ 68.66% |
$3.14M - $4.62M
|
100K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-941- 7.46% |
$72.2K - $106K
|
11.7K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
31.2K+ 31.75% |
$2.39M - $3.53M
|
129K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
415+ 11.58% |
$31.9K - $46.9K
|
4K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.07K- 3.89% |
$312K - $460K
|
100K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.56K+ 0.89% |
$580K - $854K
|
853K
$79M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.1KNew |
$1M - $1.48M
|
13.1K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
22.2K+ 172.14% |
$1.71M - $2.51M
|
35.1K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-27.3K- 4.07% |
$2.09M - $3.08M
|
642K
$59.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
76K+ 8.95% |
$5.83M - $8.59M
|
925K
$85.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.07KNew |
$159K - $234K
|
2.07K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
First Turn Management, LLC
Del Mar, CA |
SELL
|
- |
-3.09K- 3.68% |
$237K - $349K
|
80.9K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
229KNew |
$17.6M - $25.9M
|
229K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.7K+ 16.34% |
$2.05M - $3.02M
|
190K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.53K- 3.04% |
$425K - $626K
|
177K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-117- 3.97% |
$8.98K - $13.2K
|
2.83K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-249- 2.01% |
$19.1K - $28.2K
|
12.2K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-138- 0.97% |
$10.6K - $15.6K
|
14.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
43+ 5.12% |
$3.3K - $4.86K
|
883
$81.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.13M- 15.66% |
$87M - $128M
|
6.1M
$565M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
61K+ 9.54% |
$4.68M - $6.9M
|
700K
$64.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.53K- 3.61% |
$271K - $399K
|
94.2K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.89KNew |
$222K - $327K
|
2.89K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$346K - $510K
|
4.51K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.5K+ 9.33% |
$4.8M - $7.07M
|
732K
$67.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.84K- 8.64% |
$755K - $1.11M
|
104K
$9.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-43.3K- 62.57% |
$3.32M - $4.9M
|
25.9K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
129K+ 991.53% |
$9.89M - $14.6M
|
142K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.05K- 26.98% |
$311K - $458K
|
11K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
28.8KNew |
$2.21M - $3.25M
|
28.8K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-196K- 55.72% |
$15.1M - $22.2M
|
156K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.09K+ 27.43% |
$237K - $349K
|
14.4K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.2K+ 6.09% |
$1.02M - $1.5M
|
231K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-353- 5.52% |
$27.1K - $39.9K
|
6.04K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.7KNew |
$898K - $1.32M
|
11.7K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
136K+ 88.59% |
$10.4M - $15.4M
|
289K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
26.2K+ 216.6% |
$2.01M - $2.96M
|
38.3K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
50.6K+ 35.92% |
$3.88M - $5.72M
|
191K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 8.4% |
$4.22K - $6.22K
|
710
$65.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.47K+ 144.77% |
$343K - $506K
|
7.56K
$700K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
592+ 17.51% |
$45.4K - $66.9K
|
3.97K
$368K
|