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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
644+ 23.54% |
$54.3K - $73.7K
|
3.38K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
44+ 0.71% |
$3.71K - $5.04K
|
6.2K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-139- 0.72% |
$11.7K - $15.9K
|
19.3K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
26.9K+ 65.34% |
$2.27M - $3.08M
|
68K
$7.56M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.8KNew |
$236K - $321K
|
2.8K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
581K+ 995.58% |
$49M - $66.5M
|
639K
$71.1M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-119K- 14.66% |
$10.1M - $13.7M
|
695K
$77.2M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-19.7K- 71.53% |
$1.66M - $2.26M
|
7.84K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-425- 55.41% |
$35.8K - $48.7K
|
342
$38K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
124+ 6.28% |
$10.5K - $14.2K
|
2.1K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-17- 0.06% |
$1.43K - $1.95K
|
29.1K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.27KNew |
$276K - $375K
|
3.27K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
400K+ 148.09% |
$33.7M - $45.8M
|
670K
$74.5M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
7.72K+ 57.33% |
$651K - $884K
|
21.2K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-10.1K- 14.02% |
$851K - $1.16M
|
61.9K
$6.88M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-668- 9.46% |
$56.3K - $76.5K
|
6.39K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.16K+ 32.59% |
$97.6K - $133K
|
4.71K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$846K - $1.15M
|
10K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
418+ 176.37% |
$35.2K - $47.9K
|
655
$72.8K
|
|
|
May 14, 2025
Q1 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
22.7K+ 30.12% |
$1.92M - $2.6M
|
98.3K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77K+ 209.27% |
$6.49M - $8.82M
|
114K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
51.1K+ 282.32% |
$4.31M - $5.85M
|
69.2K
$7.69M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 1.82% |
$590 - $802
|
391
$43.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.33KNew |
$196K - $267K
|
2.33K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
123+ 4.36% |
$10.4K - $14.1K
|
2.95K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-3.47K- 39.25% |
$293K - $398K
|
5.38K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
21.2K+ 43.42% |
$1.79M - $2.43M
|
70.2K
$7.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
914K+ 1432.13% |
$77.1M - $105M
|
978K
$109M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.18K- 2.2% |
$184K - $250K
|
96.8K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.42K+ 0.49% |
$457K - $621K
|
1.11M
$124M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-8.76K- 68.96% |
$739K - $1M
|
3.94K
$438K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-244- 0.41% |
$20.6K - $27.9K
|
59.6K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-105- 4.13% |
$8.85K - $12K
|
2.44K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.11KNew |
$93.7K - $127K
|
1.11K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
2.1KNew |
$177K - $240K
|
2.1K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
5KNew |
$422K - $573K
|
5K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.2KNew |
$2.72M - $3.69M
|
32.2K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
73.3K+ 26.44% |
$6.18M - $8.39M
|
350K
$38.9M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47.2K- 6.11% |
$3.98M - $5.41M
|
726K
$80.7M
|
|
|
May 14, 2025
Q1 2025
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
30KNew |
$2.53M - $3.44M
|
30K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
93.7KNew |
$7.9M - $10.7M
|
93.7K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-512Closed |
$43.2K - $58.6K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
32.9K+ 52.97% |
$2.78M - $3.77M
|
95.1K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
62.6K+ 74.3% |
$5.28M - $7.17M
|
147K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
918+ 34.45% |
$77.4K - $105K
|
3.58K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.51K- 4.63% |
$380K - $516K
|
92.8K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.83K+ 6.07% |
$154K - $209K
|
32K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$950K - $1.29M
|
11.3K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-681- 0.1% |
$57.4K - $78K
|
669K
$74.4M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
169+ 2.94% |
$14.3K - $19.4K
|
5.92K
$658K
|