Purchases and Sales Made in Q4 2022 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
893KNew |
$51.5M - $70.1M
|
893K
$91.9M
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
820K+ 257.8% |
$47.3M - $64.4M
|
1.14M
$117M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
732K+ 7.56% |
$42.2M - $57.5M
|
10.4M
$1.07B
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
553KNew |
$31.9M - $43.4M
|
553K
$56.9M
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
450K+ 248.95% |
$25.9M - $35.3M
|
631K
$64.9M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
316K+ 81.26% |
$18.2M - $24.8M
|
706K
$72.7M
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
286K+ 242.0% |
$16.5M - $22.4M
|
404K
$41.6M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
213KNew |
$12.3M - $16.7M
|
213K
$21.9M
|
|
Feb 10, 2023
Q4 2022
|
Times Square Capital Management, LLC
|
BUY
|
- |
207K+ 30.22% |
$11.9M - $16.3M
|
892K
$91.8M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
156K+ 40.5% |
$9.02M - $12.3M
|
543K
$55.9M
|
|
Feb 14, 2023
Q4 2022
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
156KNew |
$8.99M - $12.2M
|
156K
$16.1M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
148K+ 11.61% |
$8.55M - $11.6M
|
1.43M
$147M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
146K+ 1.78% |
$8.41M - $11.4M
|
8.32M
$857M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
109K+ 18.64% |
$6.27M - $8.54M
|
692K
$71.3M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
109K+ 18.64% |
$6.27M - $8.54M
|
692K
$71.3M
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
89.7K+ 278.32% |
$5.17M - $7.04M
|
122K
$12.6M
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
88.9KNew |
$5.12M - $6.97M
|
88.9K
$9.15M
|
|
Feb 13, 2023
Q4 2022
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
80KNew |
$4.61M - $6.28M
|
80K
$8.24M
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
76.3K+ 15.08% |
$4.4M - $5.99M
|
582K
$60M
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
73.6K+ 55.57% |
$4.25M - $5.78M
|
206K
$21.2M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
73.2K+ 8.72% |
$4.22M - $5.75M
|
913K
$94M
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
65KNew |
$3.74M - $5.1M
|
65K
$6.69M
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
57.4K+ 729.89% |
$3.31M - $4.51M
|
65.3K
$6.72M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
53.4K+ 363.27% |
$3.08M - $4.19M
|
68.1K
$7.01M
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
52.1K+ 3.44% |
$3M - $4.09M
|
1.57M
$161M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.2K+ 4.38% |
$2.26M - $3.08M
|
934K
$96.1M
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
39.2K+ 11.48% |
$2.26M - $3.08M
|
381K
$39.2M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
38.3K+ 9.19% |
$2.21M - $3M
|
455K
$46.8M
|
|
Feb 13, 2023
Q4 2022
|
Van Berkom & Associates Inc.
|
BUY
|
- |
38K+ 5.28% |
$2.19M - $2.98M
|
758K
$78M
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
37.8K+ 76.19% |
$2.18M - $2.97M
|
87.4K
$8.99M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
30.2K+ 59.73% |
$1.74M - $2.37M
|
80.7K
$8.31M
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
28.2K+ 3.02% |
$1.63M - $2.22M
|
964K
$99.2M
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
26.8KNew |
$1.54M - $2.1M
|
26.8K
$2.75M
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
26K+ 4.81% |
$1.5M - $2.04M
|
566K
$58.2M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
25.9K+ 0.97% |
$1.49M - $2.04M
|
2.7M
$278M
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.9K+ 1549.01% |
$1.49M - $2.03M
|
27.6K
$2.84M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
25.1KNew |
$1.45M - $1.97M
|
25.1K
$2.59M
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
23.5KNew |
$1.36M - $1.85M
|
23.5K
$2.42M
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
21.9K+ 183.94% |
$1.26M - $1.72M
|
33.8K
$3.48M
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
21.7K+ 90.85% |
$1.25M - $1.71M
|
45.7K
$4.7M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.3KNew |
$1.23M - $1.67M
|
21.3K
$2.2M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.7K+ 1.62% |
$1.08M - $1.47M
|
1.17M
$121M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.1K+ 16.39% |
$1.05M - $1.42M
|
129K
$13.3M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 57.61% |
$992K - $1.35M
|
47.1K
$4.85M
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
16.4KNew |
$946K - $1.29M
|
16.4K
$1.69M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.2K+ 6.58% |
$934K - $1.27M
|
262K
$27M
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$869K - $1.18M
|
15.1K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
14.5K+ 28.2% |
$834K - $1.14M
|
65.7K
$6.77M
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
13.5K+ 67.82% |
$776K - $1.06M
|
33.3K
$3.43M
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13KNew |
$751K - $1.02M
|
13K
$1.34M
|