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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77K+ 209.27% |
$6.49M - $8.82M
|
114K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
51.1K+ 282.32% |
$4.31M - $5.85M
|
69.2K
$6.41M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7+ 1.82% |
$590 - $802
|
391
$36.2K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.33KNew |
$196K - $267K
|
2.33K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
123+ 4.36% |
$10.4K - $14.1K
|
2.95K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
914K+ 1432.13% |
$77.1M - $105M
|
978K
$90.6M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
73.3K+ 26.44% |
$6.18M - $8.39M
|
350K
$32.5M
|
|
|
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
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$950K - $1.29M
|
11.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-681- 0.1% |
$57.4K - $78K
|
669K
$62M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
169+ 2.94% |
$14.3K - $19.4K
|
5.92K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.1K+ 101.73% |
$1.45M - $1.96M
|
34K
$3.15M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
21KNew |
$1.77M - $2.4M
|
21K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73New |
$6.16K - $8.36K
|
73
$6.76K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$1.15M - $1.56M
|
13.7K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-335- 17.93% |
$28.2K - $38.4K
|
1.53K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
38.1KNew |
$3.22M - $4.37M
|
38.1K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.1K+ 43.06% |
$261K - $355K
|
10.3K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.59K- 11.79% |
$218K - $296K
|
19.4K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.44K- 17.5% |
$206K - $279K
|
11.5K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11K+ 137.12% |
$928K - $1.26M
|
19K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.8K+ 31.02% |
$3.27M - $4.44M
|
164K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.05K+ 22.51% |
$510K - $693K
|
33K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
60+ 2.27% |
$5.06K - $6.87K
|
2.7K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-502K- 99.85% |
$42.3M - $57.5M
|
757
$70.1K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
849KNew |
$71.6M - $97.2M
|
849K
$78.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.9K- 9.01% |
$3.62M - $4.92M
|
434K
$40.2M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-9.93K- 41.77% |
$837K - $1.14M
|
13.8K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
28.6KNew |
$2.41M - $3.27M
|
28.6K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122+ 187.69% |
$10.3K - $14K
|
187
$17.3K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-150- 1.66% |
$12.6K - $17.2K
|
8.88K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.22K- 32.47% |
$609K - $827K
|
15K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.8K- 2.21% |
$320K - $435K
|
168K
$15.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 7.19% |
$126K - $172K
|
22.3K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.8K- 60.56% |
$2.93M - $3.98M
|
22.6K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-168K- 15.66% |
$14.2M - $19.2M
|
904K
$83.8M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
420New |
$35.4K - $48.1K
|
420
$38.9K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.7K+ 53.65% |
$144K - $195K
|
4.88K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13- 0.55% |
$1.1K - $1.49K
|
2.34K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
563KNew |
$47.5M - $64.5M
|
563K
$52.2M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
165New |
$13.9K - $18.9K
|
165
$15.3K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 1.38% |
$1.3M - $1.77M
|
1.13M
$105M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
55New |
$4.64K - $6.3K
|
55
$5.09K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.43KNew |
$711K - $965K
|
8.43K
$781K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-533- 29.19% |
$44.9K - $61K
|
1.29K
$120K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50New |
$4.22K - $5.73K
|
50
$4.63K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.4K+ 416.44% |
$4.34M - $5.89M
|
63.8K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-188K- 22.46% |
$15.9M - $21.6M
|
650K
$60.2M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.42K+ 6.27% |
$120K - $162K
|
24K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1K- 95.67% |
$430K - $584K
|
231
$21.4K
|