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 |
|---|---|---|---|---|---|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
750,000
shares
|
$77.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
705,255
shares
|
$72.6 Million
0.0% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
690,439
shares
|
$71.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
647,195
shares
|
$66.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
645,871
shares
|
$66.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
630,369
shares
|
$64.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
602,946
shares
|
$62.1 Million
0.01% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
569,164
shares
|
$58.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
538,313
shares
|
$55.4 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
531,767
shares
|
$54.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
484,782
shares
|
$49.9 Million
0.01% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
480,413
shares
|
$49.5 Million
0.23% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
462,475
shares
|
$47.6 Million
0.15% of portfolio
|
Q3 2024
Added 15.09%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
423,082
shares
|
$43.6 Million
2.29% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
391,756
shares
|
$40.3 Million
0.01% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
383,645
shares
|
$39.5 Million
0.04% of portfolio
|
Q3 2024
Added 190.55%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
336,783
shares
|
$34.7 Million
0.25% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
335,418
shares
|
$34.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
332,971
shares
|
$34.3 Million
0.02% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
329,477
shares
|
$33.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Eversept Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
319,078
shares
|
$32.9 Million
2.07% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
305,222
shares
|
$31.4 Million
3.41% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
296,651
shares
|
$30.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.13%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
296,579
shares
|
$30.5 Million
0.32% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
293,624
shares
|
$30.2 Million
0.05% of portfolio
|
Q3 2024
Added 33.33%
|