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 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.06K- 2.4% |
$53.9K - $69.4K
|
43K
$3.98M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.07K- 9.14% |
$54.4K - $70K
|
10.6K
$980K
|
|
|
Jul 31, 2025
Q2 2023
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.11K- 25.12% |
$56.6K - $72.8K
|
3.31K
$306K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.15K- 7.12% |
$58.8K - $75.7K
|
15K
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.18K- 0.7% |
$60.3K - $77.6K
|
169K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.38K- 1.11% |
$70.2K - $90.4K
|
123K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.48K- 23.0% |
$75.7K - $97.4K
|
4.97K
$459K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.5K- 22.06% |
$76.5K - $98.5K
|
5.3K
$490K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.65K- 15.49% |
$84.2K - $108K
|
9K
$832K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 10.25% |
$85.3K - $110K
|
14.6K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.8K- 7.79% |
$91.8K - $118K
|
21.3K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 13.17% |
$112K - $144K
|
14.4K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.31K- 2.04% |
$118K - $152K
|
111K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.55K- 2.04% |
$130K - $167K
|
122K
$11.3M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.57K- 2.44% |
$131K - $169K
|
103K
$9.49M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.79K- 10.46% |
$142K - $183K
|
23.9K
$2.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.96K- 26.23% |
$151K - $194K
|
8.32K
$770K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.04K- 30.0% |
$155K - $200K
|
7.1K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.24K- 3.33% |
$166K - $213K
|
94.1K
$8.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.39K- 19.43% |
$173K - $223K
|
14.1K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-3.58K- 41.2% |
$183K - $235K
|
5.11K
$473K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3.7K- 22.34% |
$189K - $243K
|
12.9K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.83K- 3.88% |
$196K - $252K
|
94.9K
$8.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.01K- 8.9% |
$205K - $263K
|
41.1K
$3.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4.51K- 8.29% |
$230K - $296K
|
49.9K
$4.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.57K- 12.26% |
$233K - $300K
|
32.7K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-4.58K- 9.78% |
$234K - $301K
|
42.2K
$3.91M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.68K- 44.44% |
$239K - $307K
|
5.85K
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.85K- 2.58% |
$247K - $318K
|
183K
$16.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.85K- 15.55% |
$247K - $319K
|
26.3K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.15K- 1.48% |
$263K - $338K
|
343K
$31.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-5.17K- 2.92% |
$264K - $340K
|
172K
$15.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6K- 17.39% |
$306K - $394K
|
28.5K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-6.53K- 11.98% |
$333K - $429K
|
48K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.72K- 2.97% |
$343K - $441K
|
219K
$20.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.83K- 10.13% |
$348K - $448K
|
60.6K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.9K- 25.56% |
$352K - $453K
|
20.1K
$1.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-7.61K- 0.86% |
$388K - $500K
|
874K
$80.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-7.66K- 8.5% |
$391K - $503K
|
82.4K
$7.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-7.78K- 0.67% |
$397K - $511K
|
1.15M
$106M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-7.95K- 0.84% |
$405K - $522K
|
939K
$86.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-8.55K- 73.91% |
$436K - $562K
|
3.02K
$279K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.02K- 38.68% |
$460K - $592K
|
14.3K
$1.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.02K- 24.18% |
$460K - $592K
|
28.3K
$2.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.21K- 2.64% |
$470K - $605K
|
339K
$31.4M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.24K- 16.92% |
$471K - $607K
|
45.4K
$4.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.27K- 6.14% |
$473K - $609K
|
142K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.47K- 8.11% |
$483K - $622K
|
107K
$9.93M
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-9.69K- 27.2% |
$494K - $636K
|
25.9K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.7K- 4.55% |
$546K - $703K
|
225K
$20.8M
|