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 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-40- 11.59% |
$3.37K - $4.58K
|
305
$28.3K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
840New |
$70.8K - $96.2K
|
840
$77.8K
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-280K- 3.72% |
$23.6M - $32M
|
7.23M
$670M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-906- 1.11% |
$76.4K - $104K
|
80.6K
$7.47M
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
5K+ 0.64% |
$422K - $573K
|
785K
$72.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27K- 6.22% |
$2.27M - $3.09M
|
406K
$37.6M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.13K- 2.14% |
$433K - $588K
|
235K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
159+ 1.19% |
$13.4K - $18.2K
|
13.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.79K- 12.11% |
$151K - $205K
|
13K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
5.69K+ 2.11% |
$480K - $651K
|
275K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
420+ 646.15% |
$35.4K - $48.1K
|
485
$44.9K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
75.3K+ 96.5% |
$6.35M - $8.63M
|
153K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
133New |
$11.2K - $15.2K
|
133
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-5.7K- 4.96% |
$480K - $652K
|
109K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
935+ 7.02% |
$78.8K - $107K
|
14.3K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
385KNew |
$32.5M - $44.1M
|
385K
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
817+ 17.94% |
$68.9K - $93.6K
|
5.37K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.82K- 20.42% |
$238K - $323K
|
11K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
4.9KNew |
$413K - $561K
|
4.9K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Avidity Partners Management LP
Dallas, TX |
BUY
|
- |
78KNew |
$6.58M - $8.93M
|
78K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.36K- 2.56% |
$621K - $843K
|
280K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
211K+ 89.9% |
$17.8M - $24.2M
|
446K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-200K- 91.83% |
$16.9M - $22.9M
|
17.8K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
37.1K+ 20.55% |
$3.13M - $4.24M
|
217K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-217K- 24.95% |
$18.3M - $24.9M
|
654K
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
33.5K+ 10.35% |
$2.82M - $3.83M
|
357K
$33.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
101K+ 30.33% |
$8.5M - $11.5M
|
433K
$40.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-11.9K- 30.2% |
$1M - $1.36M
|
27.5K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
4K+ 13.3% |
$337K - $458K
|
34.1K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-913K- 60.79% |
$77M - $105M
|
589K
$54.5M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-25K- 24.26% |
$2.11M - $2.86M
|
78K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
165+ 5.05% |
$13.9K - $18.9K
|
3.43K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-32- 0.18% |
$2.7K - $3.66K
|
18.2K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-5.6K- 33.92% |
$472K - $641K
|
10.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 60.4% |
$111K - $151K
|
3.49K
$323K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.64KNew |
$475K - $645K
|
5.64K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
7.55K+ 29.1% |
$637K - $865K
|
33.5K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
173K+ 67.7% |
$14.6M - $19.8M
|
429K
$39.8M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
738New |
$62.2K - $84.5K
|
738
$68.4K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
44+ 0.71% |
$3.71K - $5.04K
|
6.2K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
26.9K+ 65.34% |
$2.27M - $3.08M
|
68K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.8KNew |
$236K - $321K
|
2.8K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
581K+ 995.58% |
$49M - $66.5M
|
639K
$59.2M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-119K- 14.66% |
$10.1M - $13.7M
|
695K
$64.4M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-19.7K- 71.53% |
$1.66M - $2.26M
|
7.84K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
400K+ 148.09% |
$33.7M - $45.8M
|
670K
$62.1M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
7.72K+ 57.33% |
$651K - $884K
|
21.2K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-668- 9.46% |
$56.3K - $76.5K
|
6.39K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.16K+ 32.59% |
$97.6K - $133K
|
4.71K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$846K - $1.15M
|
10K
$930K
|