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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.97K+ 7.63% |
$229K - $312K
|
56.1K
$5.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.89KNew |
$282K - $384K
|
4.89K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
247New |
$14.2K - $19.4K
|
247
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
156KNew |
$8.99M - $12.2M
|
156K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
14.5K+ 28.2% |
$834K - $1.14M
|
65.7K
$6.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.9KNew |
$455K - $620K
|
7.9K
$732K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.4KNew |
$196K - $267K
|
3.4K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-10.9K- 47.83% |
$628K - $854K
|
11.9K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
132New |
$7.61K - $10.4K
|
132
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
9.3KNew |
$536K - $730K
|
9.3K
$861K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$115 - $157
|
2
$185
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-3.92K- 43.25% |
$226K - $308K
|
5.15K
$477K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.01KNew |
$58.1K - $79K
|
1.01K
$93.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-18.9K- 4.04% |
$1.09M - $1.49M
|
450K
$41.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 21.43% |
$173 - $236
|
11
$1.02K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
13New |
$749 - $1.02K
|
13
$1.2K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-170Closed |
$9.68K - $12.5K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-44- 2.48% |
$2.51K - $3.23K
|
1.73K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-834- 6.9% |
$47.5K - $61.3K
|
11.2K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
747KNew |
$42.5M - $54.9M
|
747K
$69.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-12.8K- 75.08% |
$727K - $939K
|
4.24K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
600+ 0.93% |
$34.2K - $44.1K
|
65.4K
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
951+ 6.83% |
$54.2K - $69.9K
|
14.9K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-4.87KClosed |
$277K - $358K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-367- 1.68% |
$20.9K - $27K
|
21.4K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
9.4KNew |
$535K - $691K
|
9.4K
$870K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
160KNew |
$9.11M - $11.8M
|
160K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
10.8K+ 68.66% |
$617K - $797K
|
26.6K
$2.47M
|
|
|
Nov 02, 2022
Q3 2022
|
Crestwood Capital Management, L.P.
|
SELL
|
- |
-69.9K- 85.26% |
$3.98M - $5.14M
|
12.1K
$1.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
SELL
|
- |
-5.1K- 4.42% |
$290K - $375K
|
110K
$10.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$342 - $441
|
6
$556
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.02KNew |
$58.3K - $75.3K
|
1.02K
$94.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.05KNew |
$344K - $444K
|
6.05K
$560K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
CALL |
-200- 66.67% |
$11.4K - $14.7K
|
100
$9.26K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-24.5KClosed |
$1.4M - $1.8M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-21Closed |
$1.14K - $1.5K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.49KClosed |
$243K - $322K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
15.4KNew |
$831K - $1.1M
|
15.4K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-32.5KClosed |
$1.76M - $2.33M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-153Closed |
$8.28K - $11K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-32.5K- 65.1% |
$1.76M - $2.33M
|
17.5K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-107- 95.54% |
$5.79K - $7.66K
|
5
$463
|
|
|
Aug 15, 2022
Q2 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-42.1KClosed |
$2.28M - $3.02M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25+ 0.7% |
$1.35K - $1.79K
|
3.62K
$335K
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 31.82% |
$2.51M - $3.32M
|
99.4K
$9.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-128Closed |
$6.93K - $9.17K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
926+ 26.73% |
$50.1K - $66.3K
|
4.39K
$407K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$108 - $143
|
2
$185
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.15KClosed |
$171K - $226K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-31Closed |
$1.68K - $2.22K
|
0
$0
|
|