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 $8.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,814
shares
|
$293,359
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$291,900
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,800
shares
|
$291,900
0.01% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,612
shares
|
$272,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,598
shares
|
$270,841
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,572
shares
|
$268,131
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
2,568
shares
|
$267,714
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,544
shares
|
$265,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
2,541
shares
|
$264,899
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
2,540
shares
|
$264,795
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
2,501
shares
|
$260,729
0.0% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
2,463
shares
|
$256,767
0.0% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
2,386
shares
|
$248,740
0.16% of portfolio
|
Q3 2024
Reduced 33.31%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,360
shares
|
$246,030
0.0% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
2,308
shares
|
$240,609
0.09% of portfolio
|
Q1 2024
Reduced 34.19%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,097
shares
|
$218,612
0.01% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,800
shares
|
$187,650
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,728
shares
|
$180,144
0.02% of portfolio
|
Q3 2022
Reduced 2.48%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,652
shares
|
$172,221
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,524
shares
|
$158,877
0.08% of portfolio
|
Q3 2024
Added 27.42%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
1,499
shares
|
$156,270
0.0% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
1,366
shares
|
$142,405
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,349
shares
|
$140,633
0.03% of portfolio
|
Q3 2024
Added 418.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,333
shares
|
$138,965
0.0% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,326
shares
|
$138,235
0.01% of portfolio
|
Q2 2024
Reduced 17.33%
|