Purchases and Sales Made in Q3 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.9K+ 374.29% |
$944K - $1.2M
|
17.6K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
12.3K+ 22.68% |
$835K - $1.06M
|
66.5K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
12K+ 222.22% |
$816K - $1.04M
|
17.4K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
11.8KNew |
$801K - $1.02M
|
11.8K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.7K+ 0.72% |
$793K - $1.01M
|
1.64M
$170M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.6K+ 14.14% |
$791K - $1.01M
|
93.9K
$9.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
11.2K+ 0.47% |
$761K - $969K
|
2.39M
$248M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.9KNew |
$739K - $941K
|
10.9K
$1.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.3K+ 75.19% |
$701K - $893K
|
24K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10.2K+ 1011.16% |
$690K - $879K
|
11.2K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
9.79K+ 3.9% |
$666K - $848K
|
261K
$27.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.87K+ 207.29% |
$535K - $682K
|
11.7K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.86K+ 59.52% |
$534K - $681K
|
21.1K
$2.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.8KNew |
$530K - $675K
|
7.8K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.36KNew |
$500K - $637K
|
7.36K
$763K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
7.21K+ 20.63% |
$490K - $624K
|
42.1K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7KNew |
$476K - $607K
|
7K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.32KNew |
$429K - $547K
|
6.32K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.2K+ 1.92% |
$421K - $537K
|
329K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
6.1KNew |
$414K - $528K
|
6.1K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
5.9K+ 18.63% |
$401K - $511K
|
37.6K
$3.9M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.88K+ 9.27% |
$400K - $510K
|
69.3K
$7.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
5.84K+ 35.24% |
$397K - $506K
|
22.4K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.77KNew |
$392K - $500K
|
5.77K
$599K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
5.41K+ 0.58% |
$368K - $469K
|
936K
$97.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.13KNew |
$349K - $444K
|
5.13K
$532K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.99K+ 28.48% |
$339K - $432K
|
22.5K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.93K+ 7.67% |
$335K - $427K
|
69.1K
$7.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.88K+ 5.61% |
$332K - $423K
|
91.8K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.75KNew |
$323K - $411K
|
4.75K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.47KNew |
$304K - $387K
|
4.47K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
4.29K+ 27.66% |
$291K - $371K
|
19.8K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.15KNew |
$282K - $360K
|
4.15K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.93K+ 5.61% |
$267K - $340K
|
74K
$7.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.73K+ 457.55% |
$253K - $323K
|
4.54K
$471K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.71K+ 18.6% |
$252K - $321K
|
23.6K
$2.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.4K+ 19.75% |
$231K - $295K
|
20.6K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.39KNew |
$230K - $293K
|
3.39K
$351K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.18KNew |
$216K - $275K
|
3.18K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.14KNew |
$213K - $272K
|
3.14K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.13KNew |
$213K - $271K
|
3.13K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.12K+ 38.23% |
$212K - $270K
|
11.3K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.06K+ 10.77% |
$208K - $265K
|
31.5K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
2.88K+ 7.39% |
$196K - $250K
|
41.9K
$4.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
2.88KNew |
$196K - $249K
|
2.88K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.82KNew |
$192K - $244K
|
2.82K
$293K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.82K+ 15.83% |
$191K - $244K
|
20.6K
$2.14M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$191K - $244K
|
2.81K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.69K+ 15.54% |
$183K - $233K
|
20K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.61KNew |
$178K - $226K
|
2.61K
$271K
|