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 |
|---|---|---|---|---|---|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
84,400
shares
|
$8.69 Million
0.37% of portfolio
|
Q3 2024
Added 30.65%
|
|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
83,997
shares
|
$8.65 Million
0.01% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
83,092
shares
|
$8.56 Million
1.62% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
82,135
shares
|
$8.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
75,326
shares
|
$7.76 Million
0.12% of portfolio
|
Q4 2023
Reduced 71.45%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
75,005
shares
|
$7.72 Million
0.86% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
74,021
shares
|
$7.62 Million
0.01% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
73,942
shares
|
$7.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Overbrook Management Corp
New York, NY |
Nov 08, 2024 Q3 2024 |
73,544
shares
|
$7.57 Million
1.38% of portfolio
|
Q3 2024
Reduced 48.39%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,123
shares
|
$7.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.24%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
72,130
shares
|
$7.43 Million
0.25% of portfolio
|
Q3 2024
Reduced 19.68%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
69,339
shares
|
$7.14 Million
0.06% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
69,339
shares
|
$7.14 Million
0.06% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
69,139
shares
|
$7.12 Million
0.07% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
67,845
shares
|
$6.99 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
67,644
shares
|
$6.96 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
66,459
shares
|
$6.84 Million
0.07% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
66,181
shares
|
$6.81 Million
1.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,425
shares
|
$6.74 Million
0.01% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
63,622
shares
|
$6.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
61,978
shares
|
$6.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
60,076
shares
|
$6.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 58.86%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
58,490
shares
|
$6.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
57,747
shares
|
$5.95 Million
0.19% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Nov 05, 2024 Q3 2024 |
57,055
shares
|
$5.87 Million
0.01% of portfolio
|
Q3 2024
Added 88.74%
|