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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.9K+ 374.29% |
$944K - $1.2M
|
17.6K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
11.8KNew |
$801K - $1.02M
|
11.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-649- 17.86% |
$44.1K - $56.2K
|
2.99K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.82KNew |
$192K - $244K
|
2.82K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7KNew |
$476K - $607K
|
7K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-59- 50.0% |
$4.01K - $5.11K
|
59
$6.56K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.81K+ 40.69% |
$123K - $157K
|
6.27K
$696K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-583- 19.81% |
$39.6K - $50.5K
|
2.36K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-102- 2.01% |
$6.93K - $8.84K
|
4.97K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-16.7K- 50.91% |
$1.14M - $1.45M
|
16.1K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
132+ 4.76% |
$8.97K - $11.4K
|
2.91K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-19.1K- 13.91% |
$1.3M - $1.66M
|
118K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-40K- 21.98% |
$2.72M - $3.46M
|
142K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.13KNew |
$213K - $271K
|
3.13K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$112K - $143K
|
1.65K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.32KNew |
$429K - $547K
|
6.32K
$702K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
24.4K+ 54.35% |
$1.66M - $2.11M
|
69.3K
$7.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 67.57% |
$1.7K - $2.17K
|
12
$1.33K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
50.8KNew |
$3.45M - $4.4M
|
50.8K
$5.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.8K- 56.96% |
$666K - $849K
|
7.41K
$823K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.8KNew |
$530K - $675K
|
7.8K
$867K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
20.3KNew |
$1.38M - $1.76M
|
20.3K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-86K- 58.86% |
$5.84M - $7.44M
|
60.1K
$6.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
179New |
$12.2K - $15.5K
|
179
$19.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 72.73% |
$544 - $693
|
19
$2.11K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
19New |
$1.29K - $1.65K
|
19
$2.11K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$272 - $346
|
4
$445
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 66.67% |
$136 - $173
|
5
$556
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.36K- 92.05% |
$228K - $291K
|
290
$32.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 43.85% |
$3.87K - $4.94K
|
187
$20.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
222New |
$15.1K - $19.2K
|
222
$24.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.91K+ 1.28% |
$130K - $166K
|
151K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.33K- 26.46% |
$362K - $462K
|
14.8K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6New |
$408 - $520
|
6
$667
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$680 - $866
|
10
$1.11K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$136 - $173
|
2
$222
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
722+ 18.76% |
$49.1K - $62.5K
|
4.57K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.13KNew |
$349K - $444K
|
5.13K
$570K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
473New |
$32.2K - $41K
|
473
$52.6K
|
|
| Q2 2024 | |||||||
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-29K- 26.05% |
$2.2M - $2.52M
|
82.3K
$9.15M
|
|
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-207- 1.32% |
$15.7K - $18K
|
15.5K
$1.72M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.84KNew |
$291K - $334K
|
3.84K
$427K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
23+ 11.0% |
$1.74K - $2K
|
232
$25.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-55.6K- 37.9% |
$4.22M - $4.84M
|
91.1K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.8KNew |
$288K - $330K
|
3.8K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
60KNew |
$4.55M - $5.22M
|
60K
$6.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-32.8K- 77.01% |
$2.49M - $2.85M
|
9.8K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
948+ 28.09% |
$71.9K - $82.4K
|
4.32K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
15New |
$1.14K - $1.3K
|
15
$1.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
850New |
$64.5K - $73.9K
|
850
$94.5K
|
|