Purchases and Sales Made in Q1 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 2024. 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 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.64M+ 3001.05% |
$241M - $304M
|
3.76M
$382M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
830K+ 134.89% |
$54.9M - $69.3M
|
1.44M
$147M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
660KNew |
$43.7M - $55.1M
|
660K
$67.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
606KNew |
$40.1M - $50.6M
|
606K
$61.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
569K+ 8.32% |
$37.7M - $47.5M
|
7.41M
$753M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
509K+ 56.91% |
$33.7M - $42.6M
|
1.4M
$143M
|
|
|
May 15, 2024
Q1 2024
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
506KNew |
$33.5M - $42.3M
|
506K
$51.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
345K+ 1168.4% |
$22.8M - $28.8M
|
374K
$38.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
334K+ 3.16% |
$22.1M - $27.9M
|
10.9M
$1.11B
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
231K+ 12.79% |
$15.3M - $19.3M
|
2.04M
$207M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
161K+ 33.51% |
$10.7M - $13.5M
|
643K
$65.4M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
149K+ 1.73% |
$9.87M - $12.5M
|
8.77M
$891M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
140K+ 377.62% |
$9.25M - $11.7M
|
177K
$18M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
123K+ 716.95% |
$8.17M - $10.3M
|
141K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
96.9K+ 3.28% |
$6.41M - $8.1M
|
3.05M
$310M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
95.9KNew |
$6.35M - $8.01M
|
95.9K
$9.75M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
90.2K+ 39.68% |
$5.97M - $7.53M
|
317K
$32.3M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
88.9KNew |
$5.88M - $7.42M
|
88.9K
$9.04M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
82.8K+ 4.37% |
$5.48M - $6.91M
|
1.98M
$201M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
78.7K+ 5.32% |
$5.21M - $6.58M
|
1.56M
$159M
|
|
|
May 13, 2024
Q1 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
69.8K+ 196.37% |
$4.62M - $5.83M
|
105K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
62.8K+ 22.59% |
$4.15M - $5.24M
|
341K
$34.6M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
58.7K+ 229.39% |
$3.89M - $4.91M
|
84.4K
$8.58M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
58.4K+ 5.83% |
$3.86M - $4.88M
|
1.06M
$108M
|
|
|
May 06, 2024
Q1 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
57.6KNew |
$3.81M - $4.81M
|
57.6K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
56.6K+ 2377.11% |
$3.75M - $4.73M
|
59K
$6M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
52.1K+ 2.87% |
$3.45M - $4.35M
|
1.87M
$190M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
50.2K+ 5.7% |
$3.32M - $4.19M
|
931K
$94.6M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
47.6KNew |
$3.15M - $3.98M
|
47.6K
$4.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
46.9KNew |
$3.11M - $3.92M
|
46.9K
$4.77M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
42.6KNew |
$2.82M - $3.56M
|
42.6K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
38.9K+ 7.55% |
$2.57M - $3.25M
|
554K
$56.3M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
34.4KNew |
$2.28M - $2.87M
|
34.4K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
30.1K+ 9.46% |
$1.99M - $2.51M
|
348K
$35.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.5K+ 34.22% |
$1.82M - $2.3M
|
108K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.2KNew |
$1.8M - $2.27M
|
27.2K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
21.8K+ 1.55% |
$1.44M - $1.82M
|
1.43M
$146M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
19K+ 5.52% |
$1.26M - $1.59M
|
364K
$37M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
16.4KNew |
$1.08M - $1.37M
|
16.4K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
15K+ 6.75% |
$995K - $1.26M
|
238K
$24.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.4K+ 3.82% |
$886K - $1.12M
|
364K
$37M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.2K+ 9.61% |
$875K - $1.1M
|
151K
$15.3M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
13.1KNew |
$870K - $1.1M
|
13.1K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13K+ 2.33% |
$857K - $1.08M
|
570K
$58M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$844K - $1.07M
|
12.8K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
12.6KNew |
$837K - $1.06M
|
12.6K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
12.6K+ 32.56% |
$834K - $1.05M
|
51.3K
$5.22M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
12.4K+ 1.14% |
$824K - $1.04M
|
1.1M
$112M
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$695K - $878K
|
10.5K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
10.2K+ 5254.87% |
$678K - $856K
|
10.4K
$1.06M
|