Purchases and Sales Made in Q4 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
667KNew |
$41.7M - $50.8M
|
667K
$63.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
665K+ 58.21% |
$41.5M - $50.6M
|
1.81M
$172M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
656KNew |
$41M - $49.9M
|
656K
$62.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
560K+ 5.59% |
$35M - $42.7M
|
10.6M
$1.01B
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
515KNew |
$32.1M - $39.2M
|
515K
$48.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
481K+ 120.34% |
$30M - $36.6M
|
881K
$83.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
371K+ 775.17% |
$23.2M - $28.3M
|
419K
$39.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
255KNew |
$15.9M - $19.4M
|
255K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
223K+ 24.66% |
$14M - $17M
|
1.13M
$107M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
169K+ 68.93% |
$10.5M - $12.9M
|
414K
$39.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
156K+ 46.2% |
$9.77M - $11.9M
|
495K
$47M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
155K+ 24.21% |
$9.65M - $11.8M
|
793K
$75.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
153K+ 6.94% |
$9.55M - $11.6M
|
2.36M
$224M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
142K+ 33.01% |
$8.88M - $10.8M
|
573K
$54.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
137K+ 247.81% |
$8.53M - $10.4M
|
192K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
134K+ 4.73% |
$8.34M - $10.2M
|
2.96M
$281M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
131K+ 27.09% |
$8.19M - $9.98M
|
615K
$58.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
128K+ 58.8% |
$7.96M - $9.71M
|
345K
$32.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
121K+ 31.33% |
$7.55M - $9.21M
|
507K
$48.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
113K+ 152.91% |
$7.06M - $8.61M
|
187K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108K+ 333.47% |
$6.76M - $8.24M
|
141K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
108K+ 8.31% |
$6.75M - $8.23M
|
1.41M
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
104K+ 1.22% |
$6.5M - $7.92M
|
8.62M
$818M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
96.6K+ 6.98% |
$6.03M - $7.35M
|
1.48M
$141M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.8K+ 13.1% |
$5.73M - $6.99M
|
793K
$75.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
90.3K+ 300.84% |
$5.64M - $6.88M
|
120K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
84.9K+ 4.69% |
$5.3M - $6.46M
|
1.89M
$180M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
84.4K+ 78.21% |
$5.27M - $6.43M
|
192K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
75.1KNew |
$4.69M - $5.72M
|
75.1K
$7.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
71.7KNew |
$4.48M - $5.46M
|
71.7K
$6.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
68.3KNew |
$4.26M - $5.2M
|
68.3K
$6.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
68KNew |
$4.25M - $5.18M
|
68K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
67.4KNew |
$4.21M - $5.13M
|
67.4K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
61.6KNew |
$3.85M - $4.69M
|
61.6K
$5.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
52.4K+ 4.62% |
$3.27M - $3.99M
|
1.19M
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
38.7KNew |
$2.42M - $2.95M
|
38.7K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
37.8KNew |
$2.36M - $2.88M
|
37.8K
$3.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
36.1K+ 96.28% |
$2.25M - $2.75M
|
73.6K
$6.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
34.8K+ 251.54% |
$2.17M - $2.65M
|
48.6K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
32.1K+ 45.38% |
$2M - $2.44M
|
103K
$9.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
30.5KNew |
$1.9M - $2.32M
|
30.5K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.1K+ 367.99% |
$1.82M - $2.22M
|
37K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29K+ 1986.56% |
$1.81M - $2.21M
|
30.4K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
28.2K+ 31.61% |
$1.76M - $2.15M
|
118K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
27.8KNew |
$1.74M - $2.12M
|
27.8K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
25.6KNew |
$1.6M - $1.95M
|
25.6K
$2.43M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
22.9K+ 121.2% |
$1.43M - $1.74M
|
41.8K
$3.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
22.5K+ 11.01% |
$1.41M - $1.72M
|
227K
$21.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
22.2KNew |
$1.39M - $1.69M
|
22.2K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
21.8K+ 2.22% |
$1.36M - $1.66M
|
1M
$95.2M
|