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
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
91New |
$6.99K - $10.3K
|
91
$8.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-208- 3.87% |
$16K - $23.5K
|
5.16K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.21KNew |
$247K - $363K
|
3.21K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
45K+ 12.07% |
$3.45M - $5.09M
|
418K
$38M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.97KNew |
$458K - $675K
|
5.97K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.1K- 98.06% |
$775K - $1.14M
|
200
$18.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-8.52K- 44.76% |
$654K - $963K
|
10.5K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-275- 36.33% |
$21.1K - $31.1K
|
482
$43.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
112+ 4.78% |
$8.6K - $12.7K
|
2.46K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-5K- 0.64% |
$384K - $565K
|
780K
$71M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.4K+ 16.83% |
$5.25M - $7.73M
|
475K
$43.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15K+ 111.12% |
$1.15M - $1.69M
|
28.4K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
7.92K+ 7.48% |
$608K - $895K
|
114K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$657K - $967K
|
8.55K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Atalan Capital Partners, LP
New York, NY |
BUY
|
- |
700KNew |
$53.7M - $79.1M
|
700K
$63.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Avidity Partners Management LP
Dallas, TX |
BUY
|
- |
14K+ 17.95% |
$1.07M - $1.58M
|
92K
$8.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.07KNew |
$466K - $687K
|
6.07K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.7K+ 1.68% |
$361K - $531K
|
285K
$25.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.7KNew |
$1.28M - $1.88M
|
16.7K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
662K+ 148.5% |
$50.8M - $74.8M
|
1.11M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
237K+ 1331.84% |
$18.2M - $26.8M
|
255K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.5KNew |
$1.5M - $2.2M
|
19.5K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-272K- 41.51% |
$20.8M - $30.7M
|
383K
$34.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-59.6K- 16.7% |
$4.58M - $6.74M
|
297K
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
19.1K+ 226.65% |
$1.46M - $2.15M
|
27.5K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
777K+ 179.38% |
$59.7M - $87.9M
|
1.21M
$110M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-10.7K- 38.91% |
$821K - $1.21M
|
16.8K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
19.1K+ 174.94% |
$1.46M - $2.16M
|
30K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-4.5K- 13.21% |
$345K - $509K
|
29.6K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-113K- 19.25% |
$8.7M - $12.8M
|
475K
$43.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.1K+ 63.46% |
$238K - $350K
|
7.97K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12KNew |
$921K - $1.36M
|
12K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.51KNew |
$730K - $1.08M
|
9.51K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
- |
-585- 16.75% |
$44.9K - $66.1K
|
2.91K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-43.5K- 50.0% |
$3.34M - $4.92M
|
43.5K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
168K+ 494.44% |
$12.9M - $19M
|
202K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
2.9KNew |
$223K - $328K
|
2.9K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6New |
$461 - $678
|
6
$546
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
276+ 5.86% |
$21.2K - $31.2K
|
4.99K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.52K+ 810.16% |
$116K - $171K
|
1.7K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.77KNew |
$366K - $539K
|
4.77K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
169+ 0.19% |
$13K - $19.1K
|
90.5K
$8.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-6.77K- 6.2% |
$520K - $766K
|
102K
$9.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.62K- 1.99% |
$662K - $975K
|
425K
$38.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
3.88KNew |
$298K - $438K
|
3.88K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.83K- 2.67% |
$141K - $207K
|
66.9K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.74K+ 222.47% |
$748K - $1.1M
|
14.1K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.9K+ 66.35% |
$987K - $1.45M
|
32.2K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
50.6K+ 35.92% |
$3.88M - $5.72M
|
191K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 8.4% |
$4.22K - $6.22K
|
710
$64.6K
|