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, 2022
Q4 2021
|
Sio Capital Management, LLC
New York, NY |
SELL
|
- |
-73.5KClosed |
$2.9M - $5.11M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.58KClosed |
$141K - $249K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-9.49KClosed |
$375K - $660K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-35.4KClosed |
$1.4M - $2.46M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-2.56KClosed |
$101K - $178K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-73Closed |
$2.88K - $5.07K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-17.4KClosed |
$689K - $1.21M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-89.1KClosed |
$3.52M - $6.19M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
PUT |
-14.6K- 43.45% |
$577K - $1.01M
|
19K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
SELL
|
- |
-206KClosed |
$8.16M - $14.3M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3.4KClosed |
$134K - $236K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-10.3KClosed |
$406K - $715K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-3.36KClosed |
$133K - $234K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15Closed |
$593 - $1.04K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-97Closed |
$3.83K - $6.74K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-37.4KClosed |
$1.48M - $2.6M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
16.1K+ 80.5% |
$984K - $1.33M
|
36.1K
$3.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-393KClosed |
$24M - $32.5M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.57KClosed |
$157K - $213K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.58KClosed |
$158K - $214K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9.65KNew |
$590K - $797K
|
9.65K
$805K
|
|
|
Nov 12, 2021
Q3 2021
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.52MClosed |
$215M - $291M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-2.84KClosed |
$173K - $234K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
- |
-782Closed |
$47.8K - $64.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7New |
$428 - $579
|
7
$584
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.77KClosed |
$169K - $229K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-91.5KClosed |
$5.59M - $7.56M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Syquant Capital Sas
|
SELL
|
- |
-125KClosed |
$7.64M - $10.3M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-8.11KClosed |
$496K - $670K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-9Closed |
$550 - $744
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.49KNew |
$231K - $295K
|
3.49K
$291K
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
17K+ 186.81% |
$1.13M - $1.44M
|
26.1K
$2.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-303KClosed |
$20.1M - $25.7M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-900- 12.68% |
$59.6K - $76.1K
|
6.2K
$517K
|
|
|
Aug 16, 2021
Q2 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-16.7KClosed |
$1.1M - $1.41M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-200Closed |
$13.2K - $16.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-13.9KClosed |
$921K - $1.18M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$1.06K - $1.35K
|
16
$1.34K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-450Closed |
$29.8K - $38.1K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-100KClosed |
$6.62M - $8.46M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.01KClosed |
$332K - $424K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-15KClosed |
$995K - $1.27M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-433Closed |
$28.7K - $36.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60Closed |
$3.97K - $5.08K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-30Closed |
$1.99K - $2.54K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Shaker Investments LLC
|
SELL
|
- |
-4.81KClosed |
$318K - $407K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.19KClosed |
$410K - $524K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Foundry Partners, LLC
|
SELL
|
- |
-24.1KClosed |
$1.6M - $2.04M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.2KNew |
$1.14M - $1.45M
|
17.2K
$1.43M
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-13Closed |
$861 - $1.1K
|
0
$0
|
|