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 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.49K- 59.08% |
$316K - $431K
|
3.8K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.57K- 25.07% |
$321K - $437K
|
16.6K
$1.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6.49K- 7.09% |
$374K - $509K
|
85K
$9.48M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.9K- 6.4% |
$398K - $542K
|
101K
$11.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-7.32K- 58.34% |
$422K - $575K
|
5.23K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-7.38K- 11.69% |
$425K - $579K
|
55.8K
$6.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.52K- 0.4% |
$491K - $668K
|
2.14M
$239M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.73K- 2.14% |
$503K - $686K
|
400K
$44.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-8.89K- 1.01% |
$513K - $698K
|
868K
$96.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9.3K- 1.11% |
$536K - $730K
|
831K
$92.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-9.86K- 5.41% |
$569K - $774K
|
173K
$19.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-9.97K- 41.54% |
$575K - $783K
|
14K
$1.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-10.7K- 3.16% |
$618K - $842K
|
329K
$36.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-10.9K- 47.83% |
$628K - $854K
|
11.9K
$1.32M
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11.7K- 13.11% |
$676K - $920K
|
77.7K
$8.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.1K- 21.99% |
$754K - $1.03M
|
46.4K
$5.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-13.3K- 14.64% |
$768K - $1.05M
|
77.7K
$8.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.5K- 51.71% |
$780K - $1.06M
|
12.6K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-14K- 6.78% |
$807K - $1.1M
|
193K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.6K- 24.25% |
$844K - $1.15M
|
45.8K
$5.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-15.3K- 14.21% |
$882K - $1.2M
|
92.3K
$10.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.5K- 10.55% |
$1.01M - $1.37M
|
148K
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-17.7K- 24.52% |
$1.02M - $1.39M
|
54.4K
$6.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-18.9K- 4.04% |
$1.09M - $1.49M
|
450K
$50.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.9K- 38.43% |
$1.32M - $1.8M
|
36.7K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27.8K- 10.47% |
$1.6M - $2.18M
|
238K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-46K- 37.43% |
$2.65M - $3.61M
|
76.9K
$8.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-46.2K- 6.8% |
$2.66M - $3.62M
|
632K
$70.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47K- 49.85% |
$2.71M - $3.69M
|
47.3K
$5.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-51.2K- 18.01% |
$2.95M - $4.02M
|
233K
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.5K- 9.58% |
$3.08M - $4.2M
|
505K
$56.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-61K- 21.22% |
$3.52M - $4.79M
|
226K
$25.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.5K- 12.84% |
$3.66M - $4.99M
|
431K
$48.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-73.6K- 3.58% |
$4.24M - $5.78M
|
1.99M
$221M
|
|
|
Feb 14, 2023
Q4 2022
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-76.9K- 11.11% |
$4.43M - $6.04M
|
615K
$68.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-86.7K- 57.46% |
$5M - $6.81M
|
64.2K
$7.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-102K- 9.01% |
$5.9M - $8.03M
|
1.03M
$115M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-124K- 51.71% |
$7.16M - $9.76M
|
116K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-144K- 25.72% |
$8.33M - $11.3M
|
417K
$46.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-153K- 23.98% |
$8.83M - $12M
|
485K
$54.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-160K- 30.3% |
$9.23M - $12.6M
|
368K
$41.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-185K- 39.45% |
$10.7M - $14.5M
|
284K
$31.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-196K- 11.02% |
$11.3M - $15.4M
|
1.58M
$177M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-206K- 49.8% |
$11.9M - $16.2M
|
208K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-214K- 16.44% |
$12.4M - $16.8M
|
1.09M
$122M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-250K- 28.71% |
$14.4M - $19.6M
|
621K
$69.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-301K- 22.17% |
$17.3M - $23.6M
|
1.06M
$118M
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-347K- 10.4% |
$20M - $27.2M
|
2.99M
$333M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-349K- 50.24% |
$20.1M - $27.4M
|
346K
$38.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-395K- 45.07% |
$22.8M - $31M
|
481K
$53.7M
|