Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 434 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,027
shares
|
$414,619
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,010
shares
|
$412,869
0.01% of portfolio
|
Q3 2024
Reduced 74.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,004
shares
|
$412,251
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
3,924
shares
|
$404,015
0.36% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,821
shares
|
$393,410
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,649
shares
|
$375,701
0.0% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,635
shares
|
$374,259
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
3,543
shares
|
$364,787
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,527
shares
|
$363,139
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,440
shares
|
$354,182
0.01% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,420
shares
|
$352,123
0.0% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,385
shares
|
$348,519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,347
shares
|
$344,607
0.0% of portfolio
|
Q3 2024
Reduced 48.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,260
shares
|
$335,649
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,160
shares
|
$325,353
0.0% of portfolio
|
Q3 2024
Reduced 29.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,152
shares
|
$324,529
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,136
shares
|
$322,882
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,133
shares
|
$322,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
2,985
shares
|
$307,335
0.12% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,919
shares
|
$300,540
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,905
shares
|
$299,098
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
2,880
shares
|
$296,524
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,822
shares
|
$290,553
0.0% of portfolio
|
Q1 2024
Reduced 43.56%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,820
shares
|
$290,347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
2,818
shares
|
$290,141
0.01% of portfolio
|
Q3 2023
New holding
|