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 |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2024 Q3 2024 |
27,659
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.58%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
26,629
shares
|
$2.74 Million
0.16% of portfolio
|
Q3 2022
Added 68.66%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
25,218
shares
|
$2.6 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
25,054
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
24,372
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 55.57%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
24,100
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
24,027
shares
|
$2.47 Million
0.2% of portfolio
|
Q3 2024
Added 75.19%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
23,953
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
23,632
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
22,526
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Added 28.48%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
22,400
shares
|
$2.31 Million
0.31% of portfolio
|
Q3 2024
Added 35.24%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
22,362
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
22,292
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
21,422
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2022
Reduced 1.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
21,346
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
21,188
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
21,064
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Added 59.52%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
20,622
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
20,616
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
20,608
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
20,501
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
20,285
shares
|
$2.09 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
20,175
shares
|
$2.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
20,016
shares
|
$2.06 Million
0.51% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
19,896
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
New holding
|