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 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25.1KNew |
$1.36M - $1.8M
|
25.1K
$2.32M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-38Closed |
$2.06K - $2.72K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-5.92K- 42.11% |
$320K - $424K
|
8.14K
$754K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
170New |
$9.2K - $12.2K
|
170
$15.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1.28K- 92.8% |
$69.1K - $91.4K
|
99
$9.17K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-30Closed |
$1.62K - $2.15K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-62Closed |
$3.36K - $4.44K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-21.3KClosed |
$969K - $1.44M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-6.04KClosed |
$274K - $407K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-6.85KClosed |
$311K - $462K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-24KClosed |
$1.09M - $1.62M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-13.6KClosed |
$618K - $917K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.86KClosed |
$266K - $395K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Freshford Capital Management, LLC
Rye Brook, NY |
SELL
|
- |
-252KClosed |
$11.4M - $17M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-8.4KClosed |
$381K - $566K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-860- 55.48% |
$39K - $58K
|
690
$63.9K
|
|
|
May 13, 2022
Q1 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-9.68KClosed |
$440K - $653K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-8.41KClosed |
$382K - $567K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5- 0.06% |
$227 - $337
|
8.6K
$796K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
4KNew |
$182K - $270K
|
4K
$371K
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-7.92KClosed |
$360K - $534K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
$9.08K - $13.5K
|
200
$18.5K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-50Closed |
$2.27K - $3.37K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$4.54K - $6.74K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-14.5KClosed |
$657K - $976K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
44.2K+ 25.85% |
$2.01M - $2.98M
|
215K
$19.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6Closed |
$272 - $405
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-576Closed |
$26.2K - $38.8K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Consolidated Investment Group LLC
|
SELL
|
- |
-38KClosed |
$1.73M - $2.56M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-443Closed |
$20.1K - $29.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$1.66K - $2.92K
|
42
$3.89K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-20Closed |
$790 - $1.39K
|
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
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-2.56KClosed |
$101K - $178K
|
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
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
30KNew |
$1.19M - $2.09M
|
30K
$2.78M
|
|
|
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
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-35.4KClosed |
$1.4M - $2.46M
|
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
|
Jennison Associates LLC
|
SELL
|
- |
-206KClosed |
$8.16M - $14.3M
|
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
$1.76M
|
|
|
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
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-393KClosed |
$24M - $32.5M
|
0
$0
|
|