Latest Institutional Purchases of Healthequity, Inc. (HQY)
This list provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
4K+ 50.0% |
$337K - $458K
|
12K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
4K+ 13.3% |
$337K - $458K
|
34.1K
$3.32M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.95K+ 8.61% |
$333K - $452K
|
49.8K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.87K+ 1.47% |
$327K - $443K
|
267K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.77KNew |
$318K - $432K
|
3.77K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.75KNew |
$316K - $430K
|
3.75K
$366K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.53K+ 76.25% |
$298K - $405K
|
8.17K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.27KNew |
$276K - $375K
|
3.27K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.27K+ 140.3% |
$276K - $374K
|
5.6K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.1K+ 43.06% |
$261K - $355K
|
10.3K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.94KNew |
$248K - $336K
|
2.94K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.8KNew |
$236K - $321K
|
2.8K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
2.36KNew |
$199K - $270K
|
2.36K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.33KNew |
$196K - $267K
|
2.33K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.33KNew |
$196K - $266K
|
2.33K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 15.88% |
$192K - $261K
|
16.6K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.27KNew |
$192K - $260K
|
2.27K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
2.27KNew |
$191K - $260K
|
2.27K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
2.12K+ 2.57% |
$179K - $243K
|
84.7K
$8.25M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
2.1KNew |
$177K - $240K
|
2.1K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.99K+ 65.68% |
$168K - $228K
|
5.03K
$489K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.9K+ 1.85% |
$160K - $218K
|
104K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.89KNew |
$159K - $216K
|
1.89K
$184K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.83K+ 6.07% |
$154K - $209K
|
32K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.79KNew |
$151K - $205K
|
1.79K
$175K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.7K+ 53.65% |
$144K - $195K
|
4.88K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.69K+ 47.26% |
$142K - $193K
|
5.26K
$512K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 18.85% |
$130K - $177K
|
9.76K
$950K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.53KNew |
$129K - $176K
|
1.53K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 7.19% |
$126K - $172K
|
22.3K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.49K+ 41.92% |
$126K - $171K
|
5.04K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.43KNew |
$121K - $164K
|
1.43K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.43K+ 7.41% |
$121K - $164K
|
20.7K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.42K+ 6.27% |
$120K - $162K
|
24K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 32.68% |
$111K - $151K
|
5.35K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 60.4% |
$111K - $151K
|
3.49K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.24K+ 29.11% |
$105K - $142K
|
5.52K
$537K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.18K+ 25.18% |
$99.8K - $136K
|
5.89K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.16K+ 32.59% |
$97.6K - $133K
|
4.71K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.11KNew |
$93.7K - $127K
|
1.11K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
935+ 7.02% |
$78.8K - $107K
|
14.3K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
926+ 43.84% |
$78.1K - $106K
|
3.04K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
918+ 34.45% |
$77.4K - $105K
|
3.58K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
897+ 40.04% |
$75.6K - $103K
|
3.14K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
885+ 36.95% |
$74.6K - $101K
|
3.28K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
871+ 9.03% |
$73.4K - $99.7K
|
10.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
840New |
$70.8K - $96.2K
|
840
$81.8K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
817+ 17.94% |
$68.9K - $93.6K
|
5.37K
$523K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
759+ 5060.0% |
$64K - $86.9K
|
774
$75.4K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
738New |
$62.2K - $84.5K
|
738
$71.9K
|