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 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2.6K- 5.8% |
$172K - $217K
|
42.2K
$3.81M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.84K- 5.54% |
$188K - $237K
|
48.4K
$4.37M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.88K- 47.61% |
$190K - $240K
|
3.16K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-2.88K- 29.1% |
$191K - $241K
|
7.02K
$634K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.96K- 12.23% |
$196K - $247K
|
21.2K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.97K- 4.01% |
$196K - $248K
|
71K
$6.41M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.27K- 40.02% |
$216K - $273K
|
4.89K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.27K- 1.71% |
$216K - $273K
|
189K
$17M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.29K- 33.39% |
$218K - $275K
|
6.57K
$593K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3.4K- 7.47% |
$225K - $284K
|
42.2K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 0.6% |
$226K - $285K
|
569K
$51.4M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.55K- 29.99% |
$235K - $297K
|
8.29K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.68K- 0.33% |
$244K - $308K
|
1.13M
$102M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.76K- 6.55% |
$249K - $314K
|
53.6K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-3.95K- 15.83% |
$261K - $330K
|
21K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.25K- 4.72% |
$281K - $355K
|
85.9K
$7.75M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-4.77K- 45.43% |
$316K - $399K
|
5.73K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-4.82K- 7.21% |
$319K - $403K
|
62.1K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.95K- 4.84% |
$327K - $413K
|
97.2K
$8.78M
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-5.17K- 0.59% |
$342K - $432K
|
866K
$78.2M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.44K- 1.31% |
$360K - $454K
|
411K
$37.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.49K- 5.37% |
$363K - $458K
|
96.7K
$8.74M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5.49K- 13.86% |
$363K - $459K
|
34.1K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.92K- 2.59% |
$392K - $495K
|
223K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-8.02K- 20.33% |
$531K - $670K
|
31.4K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.39K- 14.46% |
$555K - $701K
|
49.6K
$4.48M
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-8.4K- 4.2% |
$556K - $701K
|
192K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.41K- 1.45% |
$556K - $702K
|
573K
$51.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.68K- 16.18% |
$574K - $725K
|
45K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-8.68K- 21.07% |
$574K - $725K
|
32.5K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-9.02K- 4.09% |
$597K - $754K
|
211K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.02K- 74.48% |
$597K - $754K
|
3.09K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-9.58K- 5.98% |
$634K - $800K
|
151K
$13.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10K- 11.76% |
$662K - $835K
|
75K
$6.77M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.2K- 8.69% |
$676K - $853K
|
107K
$9.69M
|
|
|
May 15, 2024
Q1 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-12.2K- 11.86% |
$807K - $1.02M
|
90.6K
$8.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-12.4K- 10.02% |
$819K - $1.03M
|
111K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.8K- 14.48% |
$848K - $1.07M
|
75.7K
$6.84M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-12.8K- 33.9% |
$848K - $1.07M
|
25K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-12.9K- 11.49% |
$853K - $1.08M
|
99.3K
$8.97M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.9K- 42.51% |
$856K - $1.08M
|
17.5K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-13.9K- 18.72% |
$922K - $1.16M
|
60.5K
$5.46M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14.5K- 1.79% |
$959K - $1.21M
|
795K
$71.8M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-14.8K- 35.13% |
$977K - $1.23M
|
27.3K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-16.7K- 2.79% |
$1.11M - $1.4M
|
583K
$52.6M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-21.4K- 81.81% |
$1.42M - $1.79M
|
4.76K
$430K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.6K- 52.58% |
$1.43M - $1.81M
|
19.5K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.8K- 6.18% |
$1.44M - $1.82M
|
331K
$29.9M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-23.9K- 1.01% |
$1.58M - $1.99M
|
2.33M
$211M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.9K- 68.67% |
$1.58M - $2M
|
10.9K
$985K
|