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 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
21.3K+ 25.82% |
$1.12M - $1.44M
|
104K
$9.02M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
20.2K+ 60.61% |
$1.06M - $1.36M
|
53.5K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
19.9K+ 8.55% |
$1.05M - $1.34M
|
253K
$22M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.2K+ 40.76% |
$1.01M - $1.29M
|
66.2K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1K+ 5.54% |
$1M - $1.29M
|
365K
$31.7M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
19.1K+ 33.57% |
$1M - $1.29M
|
75.9K
$6.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.1K+ 104.42% |
$999K - $1.28M
|
37.3K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$980K - $1.26M
|
18.7K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
17.4K+ 4.87% |
$910K - $1.17M
|
374K
$32.5M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
16.9K+ 37.04% |
$886K - $1.14M
|
62.5K
$5.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
14.5K+ 52.54% |
$759K - $976K
|
42K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.7K+ 370.19% |
$720K - $926K
|
17.4K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
13.6K+ 1.57% |
$714K - $918K
|
881K
$76.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11K+ 140.04% |
$574K - $738K
|
18.8K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$542K - $697K
|
10.3K
$899K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2KNew |
$536K - $689K
|
10.2K
$888K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.1KNew |
$532K - $684K
|
10.1K
$882K
|
|
|
May 12, 2023
Q1 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
10.1K+ 12.61% |
$529K - $680K
|
90.1K
$7.84M
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.7KNew |
$509K - $654K
|
9.7K
$844K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
8.7KNew |
$456K - $586K
|
8.7K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
8.46K+ 0.82% |
$443K - $570K
|
1.04M
$90.6M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
8.07KNew |
$423K - $544K
|
8.07K
$702K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.67K+ 13001.69% |
$402K - $517K
|
7.73K
$672K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.5K+ 8.44% |
$393K - $505K
|
96.3K
$8.38M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.24K+ 22.09% |
$327K - $421K
|
34.5K
$3M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.19K+ 13.15% |
$325K - $417K
|
53.3K
$4.63M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.06K+ 146.07% |
$265K - $341K
|
8.52K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.86K+ 3.88% |
$255K - $327K
|
130K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.72KNew |
$248K - $318K
|
4.72K
$411K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.45K+ 43.53% |
$234K - $300K
|
14.7K
$1.28M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.45KNew |
$233K - $300K
|
4.45K
$387K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.37KNew |
$229K - $295K
|
4.37K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
4.3KNew |
$225K - $290K
|
4.3K
$374K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.11K+ 4.4% |
$215K - $277K
|
97.4K
$8.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4K+ 35.66% |
$210K - $270K
|
15.2K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.9K+ 0.42% |
$205K - $263K
|
938K
$81.5M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.75K+ 57.52% |
$197K - $253K
|
10.3K
$893K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.43KNew |
$180K - $231K
|
3.43K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.41KNew |
$179K - $230K
|
3.41K
$297K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.41KNew |
$179K - $230K
|
3.41K
$297K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.14K+ 3.82% |
$165K - $212K
|
85.4K
$7.42M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.97K+ 10.5% |
$155K - $200K
|
31.2K
$2.71M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.91K+ 55.6% |
$152K - $196K
|
8.13K
$707K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.6K+ 1.76% |
$137K - $176K
|
151K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$136K - $175K
|
2.6K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.58K+ 4772.22% |
$135K - $174K
|
2.63K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.48K+ 6.68% |
$130K - $167K
|
39.6K
$3.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.28K+ 27.03% |
$120K - $154K
|
10.7K
$932K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.01K+ 60.78% |
$105K - $135K
|
5.3K
$461K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2K+ 15.04% |
$105K - $135K
|
15.3K
$1.33M
|