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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.17K- 18.17% |
$195K - $239K
|
14.3K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.27K- 11.47% |
$201K - $247K
|
25.2K
$2.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.42K- 3.11% |
$211K - $259K
|
107K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.47K- 6.22% |
$213K - $262K
|
52.2K
$5.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.66K- 0.32% |
$225K - $277K
|
1.14M
$111M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-3.86K- 0.56% |
$238K - $292K
|
686K
$66.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-4.86K- 2.82% |
$300K - $368K
|
167K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.08K- 2.67% |
$313K - $384K
|
185K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-5.12K- 7.95% |
$316K - $387K
|
59.4K
$5.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-5.28K- 12.74% |
$325K - $399K
|
36.1K
$3.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.08K- 12.77% |
$374K - $460K
|
41.5K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-6.14K- 43.72% |
$378K - $464K
|
7.91K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.96K- 4.13% |
$429K - $526K
|
162K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-7.08K- 14.18% |
$436K - $535K
|
42.8K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-7.5K- 51.96% |
$462K - $567K
|
6.93K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-7.52K- 6.15% |
$463K - $569K
|
115K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-8.04K- 12.73% |
$495K - $608K
|
55.1K
$5.37M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-8.44K- 8.23% |
$520K - $638K
|
94.1K
$9.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.06K- 8.44% |
$558K - $685K
|
98.3K
$9.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.33K- 22.33% |
$574K - $705K
|
32.4K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10.2K- 58.57% |
$628K - $771K
|
7.22K
$703K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-10.3K- 71.06% |
$635K - $779K
|
4.2K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 2.08% |
$747K - $917K
|
570K
$55.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-15.1K- 3.5% |
$932K - $1.14M
|
418K
$40.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.2K- 12.03% |
$934K - $1.15M
|
111K
$10.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-15.5K- 3.69% |
$955K - $1.17M
|
404K
$39.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-16.1K- 26.43% |
$990K - $1.22M
|
44.8K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-16.2K- 16.77% |
$997K - $1.22M
|
80.3K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.8K- 28.3% |
$1.09M - $1.34M
|
45K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.5K- 1.62% |
$1.14M - $1.4M
|
1.12M
$109M
|
|
|
Nov 14, 2023
Q3 2023
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-19K- 5.44% |
$1.17M - $1.43M
|
330K
$32.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-24K- 58.11% |
$1.48M - $1.81M
|
17.3K
$1.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-25.1K- 16.08% |
$1.54M - $1.9M
|
131K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-26.7K- 75.89% |
$1.64M - $2.02M
|
8.47K
$825K
|
|
|
Nov 14, 2023
Q3 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-27K- 21.92% |
$1.67M - $2.04M
|
96.3K
$9.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-33.1K- 14.35% |
$2.04M - $2.5M
|
198K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-33.7K- 24.01% |
$2.08M - $2.55M
|
107K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-36.7K- 77.99% |
$2.26M - $2.77M
|
10.3K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37K- 33.35% |
$2.28M - $2.8M
|
73.9K
$7.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-37.5K- 1.78% |
$2.31M - $2.83M
|
2.07M
$202M
|
|
|
Nov 14, 2023
Q3 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-39.5K- 21.54% |
$2.43M - $2.99M
|
144K
$14M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-56.8K- 46.64% |
$3.5M - $4.29M
|
65K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60.4K- 17.19% |
$3.72M - $4.56M
|
291K
$28.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-61.3K- 4.24% |
$3.78M - $4.63M
|
1.38M
$135M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-85K- 9.05% |
$5.23M - $6.42M
|
854K
$83.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-90.3K- 26.95% |
$5.56M - $6.83M
|
245K
$23.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-118K- 9.77% |
$7.25M - $8.9M
|
1.09M
$106M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-133K- 15.22% |
$8.18M - $10M
|
740K
$72.1M
|
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-147K- 5.28% |
$9.08M - $11.1M
|
2.65M
$258M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-183K- 7.28% |
$11.3M - $13.8M
|
2.33M
$227M
|