Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 519 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,809
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.46%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
14,261
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
14,050
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
13,853
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
13,848
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
Reduced 41.77%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,650
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,468
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,063
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,989
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,913
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
12,762
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
12,666
shares
|
$1.27 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,622
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
12,412
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,168
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 90.61%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
12,105
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 323.55%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
12,000
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
11,505
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
11,300
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
May 14, 2025 Q1 2025 |
11,268
shares
|
$1.13 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
11,000
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
10,967
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,902
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.92%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
10,659
shares
|
$1.07 Million
0.26% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,516
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 9.03%
|