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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
14.5K+ 28.2% |
$834K - $1.14M
|
65.7K
$6.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
9.3KNew |
$536K - $730K
|
9.3K
$957K
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.9KNew |
$455K - $620K
|
7.9K
$813K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.92KNew |
$341K - $465K
|
5.92K
$610K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.89KNew |
$282K - $384K
|
4.89K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3.97K+ 7.63% |
$229K - $312K
|
56.1K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.4KNew |
$196K - $267K
|
3.4K
$350K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.05KNew |
$60.5K - $82.4K
|
1.05K
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.01KNew |
$58.1K - $79K
|
1.01K
$104K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
678+ 18.14% |
$39.1K - $53.2K
|
4.42K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
343New |
$19.8K - $26.9K
|
343
$35.3K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
247New |
$14.2K - $19.4K
|
247
$25.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
132New |
$7.61K - $10.4K
|
132
$13.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
17+ 13.49% |
$980 - $1.33K
|
143
$14.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
13New |
$749 - $1.02K
|
13
$1.34K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 14.89% |
$404 - $550
|
54
$5.56K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$115 - $157
|
2
$206
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
747KNew |
$42.5M - $54.9M
|
747K
$76.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
160KNew |
$9.11M - $11.8M
|
160K
$16.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
10.8K+ 68.66% |
$617K - $797K
|
26.6K
$2.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
9.4KNew |
$535K - $691K
|
9.4K
$967K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.05KNew |
$344K - $444K
|
6.05K
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.03K+ 12.96% |
$58.8K - $75.9K
|
9K
$926K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.02KNew |
$58.3K - $75.3K
|
1.02K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
951+ 6.83% |
$54.2K - $69.9K
|
14.9K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
600+ 0.93% |
$34.2K - $44.1K
|
65.4K
$6.74M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38New |
$2.16K - $2.79K
|
38
$3.91K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$342 - $441
|
6
$618
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
25.1KNew |
$1.36M - $1.8M
|
25.1K
$2.58M
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
15.4KNew |
$831K - $1.1M
|
15.4K
$1.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.25KNew |
$447K - $591K
|
8.25K
$849K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
926+ 26.73% |
$50.1K - $66.3K
|
4.39K
$452K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
170New |
$9.2K - $12.2K
|
170
$17.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
25+ 0.7% |
$1.35K - $1.79K
|
3.62K
$373K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$108 - $143
|
2
$206
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
44.2K+ 25.85% |
$2.01M - $2.98M
|
215K
$22.2M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
PUT |
4KNew |
$182K - $270K
|
4K
$412K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
$9.08K - $13.5K
|
200
$20.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
30KNew |
$1.19M - $2.09M
|
30K
$3.09M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$1.66K - $2.92K
|
42
$4.32K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
16.1K+ 80.5% |
$984K - $1.33M
|
36.1K
$3.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9.65KNew |
$590K - $797K
|
9.65K
$993K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7New |
$428 - $579
|
7
$721
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.2KNew |
$1.14M - $1.45M
|
17.2K
$1.77M
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
17K+ 186.81% |
$1.13M - $1.44M
|
26.1K
$2.69M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.49KNew |
$231K - $295K
|
3.49K
$359K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
16New |
$1.06K - $1.35K
|
16
$1.65K
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
175New |
$9K - $13K
|
175
$18K
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
800New |
$32.9K - $54.1K
|
800
$82.4K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Nvwm, LLC
|
BUY
|
- |
29.7KNew |
$1.64M - $2.43M
|
29.7K
$3.06M
|
|