Purchases and Sales Made in Q2 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
374K+ 23.49% |
$19.1M - $24.6M
|
1.97M
$195M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
299K+ 349.72% |
$15.2M - $19.6M
|
384K
$38M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
274K+ 23.42% |
$14M - $18M
|
1.45M
$143M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
253KNew |
$12.9M - $16.6M
|
253K
$25.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
251KNew |
$12.8M - $16.5M
|
251K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
188KNew |
$9.58M - $12.3M
|
188K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
128K+ 10.94% |
$6.53M - $8.4M
|
1.3M
$128M
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
101K+ 6.14% |
$5.14M - $6.62M
|
1.74M
$173M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
93.8KNew |
$4.79M - $6.16M
|
93.8K
$9.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
89.9K+ 8.63% |
$4.59M - $5.9M
|
1.13M
$112M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
84.7K+ 7.66% |
$4.32M - $5.56M
|
1.19M
$118M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
81.8KNew |
$4.17M - $5.37M
|
81.8K
$8.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
78.9K+ 9.94% |
$4.03M - $5.18M
|
873K
$86.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.5K+ 13.84% |
$4.01M - $5.16M
|
646K
$63.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
77.4K+ 866.36% |
$3.95M - $5.08M
|
86.3K
$8.54M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
65.8K+ 2.39% |
$3.36M - $4.32M
|
2.82M
$279M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
59.8K+ 13.98% |
$3.05M - $3.93M
|
488K
$48.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
59.4K+ 5.19% |
$3.03M - $3.9M
|
1.21M
$119M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
59.2K+ 94.73% |
$3.02M - $3.89M
|
122K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
58.7K+ 0.57% |
$2.99M - $3.85M
|
10.3M
$1.02B
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
BUY
|
- |
47K+ 25.61% |
$2.4M - $3.09M
|
231K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
47KNew |
$2.4M - $3.08M
|
47K
$4.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
42.3K+ 50.57% |
$2.16M - $2.78M
|
126K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
42.3K+ 0.5% |
$2.16M - $2.78M
|
8.5M
$841M
|
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
41.4KNew |
$2.11M - $2.72M
|
41.4K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.6K+ 1.6% |
$2.02M - $2.6M
|
2.51M
$249M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.3KNew |
$1.9M - $2.45M
|
37.3K
$3.69M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
37K+ 50.05% |
$1.89M - $2.43M
|
111K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
33.5K+ 221.55% |
$1.71M - $2.2M
|
48.6K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
31.6KNew |
$1.61M - $2.07M
|
31.6K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
24.1K+ 3.62% |
$1.23M - $1.58M
|
690K
$68.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
22.6K+ 181.08% |
$1.15M - $1.49M
|
35.1K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
21K+ 5.26% |
$1.07M - $1.38M
|
420K
$41.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
19.2K+ 65.99% |
$978K - $1.26M
|
48.2K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18.9K+ 35.11% |
$963K - $1.24M
|
72.6K
$7.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
18.3K+ 23.35% |
$932K - $1.2M
|
96.5K
$9.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
17.7KNew |
$905K - $1.16M
|
17.7K
$1.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
16.9K+ 34.32% |
$862K - $1.11M
|
66.1K
$6.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16K+ 1.71% |
$818K - $1.05M
|
954K
$94.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
15.1K+ 4.04% |
$770K - $991K
|
389K
$38.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15K+ 22.59% |
$763K - $983K
|
81.2K
$8.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.9K+ 1.33% |
$762K - $981K
|
1.14M
$113M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14.5K+ 4.3% |
$738K - $950K
|
351K
$34.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
14.3K+ 463.56% |
$731K - $941K
|
17.4K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1K+ 45.43% |
$666K - $857K
|
41.8K
$4.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
12.6KNew |
$644K - $828K
|
12.6K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
12.5K+ 30.02% |
$640K - $824K
|
54.3K
$5.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
11.4KNew |
$582K - $749K
|
11.4K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.9K+ 227.75% |
$556K - $716K
|
15.7K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.7K+ 27.04% |
$547K - $704K
|
50.4K
$4.98M
|