Purchases and Sales Made in Q3 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.34MNew |
$82.8M - $102M
|
1.34M
$129M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
442KNew |
$27.2M - $33.4M
|
442K
$42.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
371K+ 69.33% |
$22.8M - $28M
|
906K
$87.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
345K+ 399.23% |
$21.2M - $26M
|
431K
$41.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
339KNew |
$20.8M - $25.6M
|
339K
$32.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
301K+ 164.55% |
$18.5M - $22.8M
|
484K
$46.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
238K+ 12.11% |
$14.7M - $18M
|
2.2M
$212M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
213KNew |
$13.1M - $16.1M
|
213K
$20.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
181KNew |
$11.1M - $13.7M
|
181K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
181KNew |
$11.1M - $13.7M
|
181K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
179K+ 467.85% |
$11M - $13.5M
|
217K
$20.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
BUY
|
- |
169KNew |
$10.4M - $12.8M
|
169K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
169K+ 23.1% |
$10.4M - $12.8M
|
900K
$86.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
146K+ 57.78% |
$9.01M - $11.1M
|
400K
$38.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
139K+ 1.96% |
$8.59M - $10.5M
|
7.27M
$700M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
111K+ 9.34% |
$6.85M - $8.41M
|
1.3M
$125M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105K+ 3742.06% |
$6.48M - $7.95M
|
108K
$10.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
73.9KNew |
$4.55M - $5.59M
|
73.9K
$7.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
70.7KNew |
$4.35M - $5.34M
|
70.7K
$6.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
65.4KNew |
$4.03M - $4.94M
|
65.4K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
64.4K+ 3.7% |
$3.97M - $4.87M
|
1.81M
$174M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
59.5K+ 131.07% |
$3.66M - $4.49M
|
105K
$10.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
58.4K+ 82280.28% |
$3.6M - $4.42M
|
58.5K
$5.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.3K+ 8.56% |
$3.41M - $4.18M
|
701K
$67.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
54.5KNew |
$3.36M - $4.12M
|
54.5K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
53.8KNew |
$3.31M - $4.07M
|
53.8K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
53.1K+ 8.89% |
$3.27M - $4.02M
|
651K
$62.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Berkom & Associates Inc.
|
BUY
|
- |
51.8K+ 5.23% |
$3.19M - $3.92M
|
1.04M
$100M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
48.8KNew |
$3M - $3.69M
|
48.8K
$4.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
48.1K+ 21.08% |
$2.96M - $3.64M
|
277K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
48.1K+ 7.96% |
$2.96M - $3.64M
|
653K
$62.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40.6KNew |
$2.5M - $3.07M
|
40.6K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
36.7K+ 354.31% |
$2.26M - $2.77M
|
47K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
35.6K+ 137.28% |
$2.19M - $2.69M
|
61.6K
$5.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
35.5K+ 2097.11% |
$2.19M - $2.68M
|
37.2K
$3.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
35.5K+ 65.29% |
$2.18M - $2.68M
|
89.8K
$8.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
34.5KNew |
$2.12M - $2.6M
|
34.5K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
30KNew |
$1.85M - $2.27M
|
30K
$2.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
28.6KNew |
$1.76M - $2.16M
|
28.6K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
28KNew |
$1.72M - $2.12M
|
28K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
27.8K+ 4.69% |
$1.71M - $2.1M
|
621K
$59.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
26.9K+ 2.82% |
$1.65M - $2.03M
|
981K
$94.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
26.2K+ 27.88% |
$1.62M - $1.98M
|
120K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
25.7K+ 11.46% |
$1.59M - $1.95M
|
250K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 41.19% |
$1.52M - $1.87M
|
84.6K
$8.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
22.7K+ 176.38% |
$1.4M - $1.72M
|
35.6K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21.5KNew |
$1.32M - $1.62M
|
21.5K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
18.3K+ 14.87% |
$1.13M - $1.38M
|
141K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17.8K+ 0.21% |
$1.09M - $1.34M
|
8.52M
$820M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.3K+ 11.14% |
$1.07M - $1.31M
|
173K
$16.6M
|