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 |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
134,661
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
131,038
shares
|
$13.5 Million
0.06% of portfolio
|
Q3 2024
Added 348.07%
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
125,811
shares
|
$13 Million
0.91% of portfolio
|
Q3 2024
Added 18.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
119,346
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
118,460
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
118,277
shares
|
$12.2 Million
0.28% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
116,723
shares
|
$12 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
112,794
shares
|
$11.6 Million
0.29% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
111,955
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
111,757
shares
|
$11.5 Million
0.55% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
111,561
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
109,806
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
109,162
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2024
Added 28.58%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
102,107
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Added 73.0%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
100,671
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
99,110
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
97,718
shares
|
$10.1 Million
0.09% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
96,102
shares
|
$9.89 Million
0.49% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
93,910
shares
|
$9.67 Million
0.0% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
92,417
shares
|
$9.52 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
91,754
shares
|
$9.45 Million
0.03% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
91,401
shares
|
$9.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
90,705
shares
|
$9.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
89,656
shares
|
$9.23 Million
1.44% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
89,013
shares
|
$9.16 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.04%
|