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 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.88K+ 1.42% |
$124K - $157K
|
134K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85K+ 2.25% |
$123K - $155K
|
84.3K
$7.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.83K+ 37.2% |
$121K - $153K
|
6.75K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.75K+ 18.09% |
$116K - $146K
|
11.4K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.69K+ 20.63% |
$112K - $141K
|
9.89K
$893K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.6KNew |
$106K - $133K
|
1.6K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.54K+ 0.6% |
$102K - $129K
|
256K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.47K+ 2.16% |
$97.3K - $123K
|
69.5K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.34K+ 2.09% |
$88.9K - $112K
|
65.7K
$5.93M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.3K+ 0.48% |
$86.2K - $109K
|
273K
$24.6M
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.25K+ 0.85% |
$82.4K - $104K
|
147K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.24K+ 7775.0% |
$82.3K - $104K
|
1.26K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
1.2K+ 3.94% |
$79.4K - $100K
|
31.7K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.18K+ 8.96% |
$77.9K - $98.3K
|
14.3K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.12K+ 1.52% |
$74.2K - $93.6K
|
75.1K
$6.78M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.08K+ 11.85% |
$71.7K - $90.5K
|
10.2K
$924K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.05K+ 5.72% |
$69.7K - $88K
|
19.5K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
952+ 1.07% |
$63K - $79.5K
|
89.5K
$8.09M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
873+ 12.45% |
$57.8K - $72.9K
|
7.89K
$712K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
855+ 27.45% |
$56.6K - $71.4K
|
3.97K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
767+ 4.99% |
$50.8K - $64.1K
|
16.1K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
724+ 0.7% |
$47.9K - $60.5K
|
104K
$9.43M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
715+ 100.42% |
$47.3K - $59.7K
|
1.43K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
713+ 4.02% |
$47.2K - $59.6K
|
18.4K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 2.92% |
$46.3K - $58.5K
|
24.7K
$2.23M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
689+ 1.47% |
$45.6K - $57.6K
|
47.6K
$4.3M
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
600+ 0.36% |
$39.7K - $50.1K
|
169K
$15.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
596+ 0.68% |
$39.4K - $49.8K
|
88.7K
$8.01M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
521+ 4.75% |
$34.5K - $43.5K
|
11.5K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
517New |
$34.2K - $43.2K
|
517
$46.7K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
505+ 4.5% |
$33.4K - $42.2K
|
11.7K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
501+ 0.47% |
$33.2K - $41.8K
|
108K
$9.73M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 2.44% |
$33.1K - $41.8K
|
21K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
489New |
$32.4K - $40.8K
|
489
$44.2K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
457+ 19.19% |
$30.2K - $38.2K
|
2.84K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
426New |
$28.2K - $35.6K
|
426
$38.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
345New |
$22.8K - $28.8K
|
345
$31.2K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
320+ 2.49% |
$21.2K - $26.7K
|
13.2K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
318+ 7.3% |
$21K - $26.6K
|
4.67K
$422K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
303New |
$20K - $25.3K
|
303
$27.4K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
292+ 18.47% |
$19.3K - $24.4K
|
1.87K
$169K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
242+ 6.99% |
$16K - $20.2K
|
3.7K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
230+ 14.24% |
$15.2K - $19.2K
|
1.85K
$167K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
221New |
$14.6K - $18.5K
|
221
$20K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
200+ 0.24% |
$13.2K - $16.7K
|
82.9K
$7.48M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
197+ 3.92% |
$13K - $16.5K
|
5.22K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
196+ 1.59% |
$13K - $16.4K
|
12.5K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
190New |
$12.6K - $15.9K
|
190
$17.2K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
188+ 4.07% |
$12.4K - $15.7K
|
4.81K
$435K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
184+ 0.14% |
$12.2K - $15.4K
|
135K
$12.2M
|