Purchases and Sales Made in Q1 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 2023. The information is specifically focused on institutions that hold shares of HEALTHEQUITY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
1.98M+ 34.56% |
$104M - $134M
|
7.71M
$804M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
854KNew |
$44.8M - $57.5M
|
854K
$89M
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
598KNew |
$31.4M - $40.3M
|
598K
$62.4M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
454K+ 39.91% |
$23.8M - $30.6M
|
1.59M
$166M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
333K+ 117.26% |
$17.5M - $22.5M
|
618K
$64.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
314KNew |
$16.5M - $21.2M
|
314K
$32.8M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
309K+ 63.62% |
$16.2M - $20.8M
|
794K
$82.8M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
303K+ 66.62% |
$15.9M - $20.4M
|
758K
$79M
|
|
|
May 10, 2023
Q1 2023
|
Van Berkom & Associates Inc.
|
BUY
|
- |
280K+ 37.0% |
$14.7M - $18.9M
|
1.04M
$108M
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
225K+ 116.55% |
$11.8M - $15.2M
|
418K
$43.6M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
209K+ 9.23% |
$11M - $14.1M
|
2.47M
$258M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 24.85% |
$9.19M - $11.8M
|
881K
$91.8M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
153K+ 10.18% |
$8.02M - $10.3M
|
1.66M
$173M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
149K+ 432.21% |
$7.82M - $10.1M
|
184K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
142K+ 14.76% |
$7.46M - $9.58M
|
1.11M
$115M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
136K+ 1.63% |
$7.11M - $9.14M
|
8.46M
$881M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
135K+ 6.8% |
$7.08M - $9.11M
|
2.12M
$221M
|
|
|
May 15, 2023
Q1 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
124KNew |
$6.51M - $8.36M
|
124K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
123K+ 5.73% |
$6.43M - $8.27M
|
2.27M
$236M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
116K+ 14.01% |
$6.1M - $7.85M
|
947K
$98.7M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
112K+ 10.61% |
$5.88M - $7.56M
|
1.17M
$122M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
93.5KNew |
$4.9M - $6.3M
|
93.5K
$9.75M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.2K+ 673.5% |
$4.47M - $5.74M
|
97.8K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
84.1KNew |
$4.41M - $5.67M
|
84.1K
$8.77M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
74.7K+ 4.76% |
$3.92M - $5.04M
|
1.64M
$171M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
69.7K+ 21.18% |
$3.66M - $4.7M
|
399K
$41.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.4K+ 12.36% |
$3.27M - $4.2M
|
567K
$59.1M
|
|
|
May 12, 2023
Q1 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
59.9KNew |
$3.14M - $4.04M
|
59.9K
$6.25M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
55.9K+ 5.13% |
$2.93M - $3.77M
|
1.15M
$119M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
54.5KNew |
$2.86M - $3.68M
|
54.5K
$5.68M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
52.6K+ 1.95% |
$2.76M - $3.55M
|
2.75M
$287M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
51.8K+ 12.95% |
$2.71M - $3.49M
|
451K
$47.1M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
49.8K+ 7.88% |
$2.61M - $3.36M
|
682K
$71.1M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
49.2KNew |
$2.58M - $3.32M
|
49.2K
$5.13M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
47.4K+ 68.27% |
$2.49M - $3.2M
|
117K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
45.6K+ 59.31% |
$2.39M - $3.08M
|
123K
$12.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.5K+ 33.02% |
$2.23M - $2.87M
|
171K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 90.82% |
$2.09M - $2.69M
|
83.7K
$8.72M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39.3K+ 53.17% |
$2.06M - $2.65M
|
113K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
35K+ 5.54% |
$1.83M - $2.36M
|
666K
$69.4M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
29.2K+ 14.16% |
$1.53M - $1.97M
|
235K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
28.7KNew |
$1.51M - $1.94M
|
28.7K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
27.7KNew |
$1.45M - $1.87M
|
27.7K
$2.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
26.8K+ 1.88% |
$1.41M - $1.81M
|
1.45M
$151M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
24.5K+ 542.05% |
$1.29M - $1.65M
|
29.1K
$3.03M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24.1K+ 30.99% |
$1.26M - $1.62M
|
102K
$10.6M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
24.1K+ 30.99% |
$1.26M - $1.62M
|
102K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
24K+ 4.12% |
$1.26M - $1.62M
|
606K
$63.2M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
22.3K+ 3.93% |
$1.17M - $1.5M
|
588K
$61.3M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
21.3K+ 25.82% |
$1.12M - $1.44M
|
104K
$10.8M
|