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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
286,564
shares
|
$29.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
267,597
shares
|
$27.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
266,277
shares
|
$27.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Nov 04, 2024 Q3 2024 |
260,753
shares
|
$26.8 Million
1.41% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Summit Creek Advisors LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
257,489
shares
|
$26.5 Million
2.93% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Ophir Asset Management Pty LTD
|
Nov 14, 2024 Q3 2024 |
251,819
shares
|
$25.9 Million
3.49% of portfolio
|
Q3 2024
Reduced 24.71%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
243,177
shares
|
$25 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
242,405
shares
|
$25 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.19%
|
|
|
Times Square Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
223,298
shares
|
$23 Million
0.28% of portfolio
|
Q3 2024
Reduced 20.67%
|
|
|
Retirement Systems Of Alabama
|
Jul 24, 2024 Q2 2024 |
216,297
shares
|
$22.3 Million
0.07% of portfolio
|
Q2 2024
Added 100.75%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
212,097
shares
|
$21.8 Million
0.05% of portfolio
|
Q3 2024
Added 441.8%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
209,175
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2024
Added 29.79%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
188,745
shares
|
$19.4 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
184,636
shares
|
$19 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
181,963
shares
|
$18.7 Million
0.02% of portfolio
|
Q3 2024
Added 7213.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
172,713
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.54%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
169,900
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
166,492
shares
|
$17.1 Million
0.0% of portfolio
|
Q3 2024
Added 209.32%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
160,000
shares
|
$16.5 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
154,209
shares
|
$15.9 Million
0.01% of portfolio
|
Q4 2023
Reduced 38.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
151,318
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
148,738
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
145,896
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
141,939
shares
|
$14.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
141,135
shares
|
$14.5 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.59%
|