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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-185- 3.75% |
$14.5K - $19.4K
|
4.75K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65New |
$5.08K - $6.8K
|
65
$5.42K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15.1KNew |
$1.18M - $1.58M
|
15.1K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
13+ 20.0% |
$1.02K - $1.36K
|
78
$6.51K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
32New |
$2.5K - $3.35K
|
32
$2.67K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.76K+ 4.83% |
$216K - $289K
|
59.8K
$4.99M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.43KNew |
$190K - $254K
|
2.43K
$203K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9.74K- 6.5% |
$662K - $843K
|
140K
$11.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.77KNew |
$392K - $500K
|
5.77K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15KNew |
$1.02M - $1.3M
|
15K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10.2K+ 1011.16% |
$690K - $879K
|
11.2K
$931K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-4.2K- 44.77% |
$286K - $364K
|
5.18K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.36KNew |
$500K - $637K
|
7.36K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
900New |
$61.2K - $78K
|
900
$75.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.09K+ 418.85% |
$74K - $94.3K
|
1.35K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.33K- 29.54% |
$90.1K - $115K
|
3.16K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.61KNew |
$178K - $226K
|
2.61K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.75KNew |
$323K - $411K
|
4.75K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.47KNew |
$304K - $387K
|
4.47K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-10.4K- 38.11% |
$705K - $899K
|
16.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
13.8KNew |
$938K - $1.2M
|
13.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$68 - $86.6
|
1
$83.5
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7KNew |
$476K - $607K
|
7K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.82KNew |
$192K - $244K
|
2.82K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-59- 50.0% |
$4.01K - $5.11K
|
59
$4.92K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-649- 17.86% |
$44.1K - $56.2K
|
2.99K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
11.8KNew |
$801K - $1.02M
|
11.8K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.9K+ 374.29% |
$944K - $1.2M
|
17.6K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 25.81% |
$6.53K - $8.32K
|
276
$23K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.81K+ 40.69% |
$123K - $157K
|
6.27K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.93K+ 5.61% |
$267K - $340K
|
74K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-583- 19.81% |
$39.6K - $50.5K
|
2.36K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-102- 2.01% |
$6.93K - $8.84K
|
4.97K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-16.7K- 50.91% |
$1.14M - $1.45M
|
16.1K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-19.1K- 13.91% |
$1.3M - $1.66M
|
118K
$9.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-40K- 21.98% |
$2.72M - $3.46M
|
142K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
132+ 4.76% |
$8.97K - $11.4K
|
2.91K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
87New |
$5.91K - $7.54K
|
87
$7.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.55K- 7.15% |
$106K - $135K
|
20.2K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.19K- 33.31% |
$81K - $103K
|
2.39K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.13KNew |
$213K - $271K
|
3.13K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$112K - $143K
|
1.65K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.32KNew |
$429K - $547K
|
6.32K
$527K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
24.4K+ 54.35% |
$1.66M - $2.11M
|
69.3K
$5.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 67.57% |
$1.7K - $2.17K
|
12
$1K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
50.8KNew |
$3.45M - $4.4M
|
50.8K
$4.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2New |
$136 - $173
|
2
$167
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-146- 5.44% |
$9.93K - $12.6K
|
2.54K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.8K- 56.96% |
$666K - $849K
|
7.41K
$618K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.8KNew |
$530K - $675K
|
7.8K
$651K
|
|