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 |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
12,745
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
12,599
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
12,068
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
11,841
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
11,781
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
11,722
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
11,671
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 207.29%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,634
shares
|
$1.2 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
11,558
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
11,418
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,282
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 38.23%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,156
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 1011.16%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
10,864
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
10,659
shares
|
$1.1 Million
0.26% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
10,409
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
10,146
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,088
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
9,998
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
9,568
shares
|
$985,121
0.02% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
9,500
shares
|
$978,119
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
9,303
shares
|
$957,836
0.0% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
9,145
shares
|
$941,569
0.0% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,031
shares
|
$929,831
0.01% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
9,030
shares
|
$929,728
0.03% of portfolio
|
Q1 2024
Reduced 14.08%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
9,000
shares
|
$926,640
0.0% of portfolio
|
Q2 2023
Reduced 15.49%
|