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 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.31K- 1.21% |
$207K - $252K
|
271K
$27.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-3.36K- 7.84% |
$210K - $256K
|
39.5K
$4.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.36K- 2.38% |
$210K - $256K
|
138K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.63K- 24.44% |
$227K - $277K
|
11.2K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3.82K- 7.86% |
$239K - $291K
|
44.8K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.86K- 6.24% |
$241K - $294K
|
58K
$5.98M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.03K- 4.28% |
$252K - $307K
|
90.1K
$9.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.11K- 41.75% |
$257K - $313K
|
5.73K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.18K- 4.94% |
$261K - $318K
|
80.4K
$8.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.22K- 8.25% |
$263K - $321K
|
46.9K
$4.83M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.45K- 2.96% |
$278K - $338K
|
146K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.91K- 3.04% |
$306K - $374K
|
157K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.06K- 9.68% |
$316K - $385K
|
47.2K
$4.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-5.61K- 0.64% |
$350K - $427K
|
871K
$89.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-6.22K- 7.71% |
$388K - $473K
|
74.4K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.47K- 13.57% |
$404K - $492K
|
41.2K
$4.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-6.82K- 23.9% |
$426K - $519K
|
21.7K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-7.24K- 4.33% |
$452K - $551K
|
160K
$16.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-7.44K- 5.68% |
$464K - $566K
|
123K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-9.09K- 65.41% |
$568K - $692K
|
4.81K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 22.72% |
$639K - $779K
|
34.8K
$3.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-11.5K- 20.12% |
$717K - $874K
|
45.6K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-12.3K- 3.73% |
$769K - $937K
|
318K
$32.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15.5K- 6.49% |
$965K - $1.18M
|
223K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-16.3K- 61.9% |
$1.01M - $1.24M
|
10K
$1.03M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-17.2K- 26.86% |
$1.08M - $1.31M
|
46.9K
$4.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-19.2K- 10.22% |
$1.2M - $1.46M
|
169K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-19.6K- 1.75% |
$1.22M - $1.49M
|
1.1M
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-21.6K- 3.48% |
$1.35M - $1.65M
|
599K
$61.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-30.9K- 47.89% |
$1.93M - $2.35M
|
33.6K
$3.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-32.4K- 87.06% |
$2.02M - $2.47M
|
4.81K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-35.3K- 57.34% |
$2.21M - $2.69M
|
26.3K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-45K- 5.26% |
$2.81M - $3.42M
|
809K
$83.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-57K- 95.99% |
$3.56M - $4.34M
|
2.38K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-60.8K- 63.11% |
$3.79M - $4.63M
|
35.5K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-61.1K- 5.86% |
$3.82M - $4.65M
|
981K
$101M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-71.1K- 67.85% |
$4.44M - $5.41M
|
33.7K
$3.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-81.3K- 73.38% |
$5.08M - $6.19M
|
29.5K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-94.1K- 14.45% |
$5.87M - $7.16M
|
557K
$57.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-96.2K- 38.41% |
$6M - $7.32M
|
154K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-111K- 28.54% |
$6.93M - $8.45M
|
278K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-117K- 63.69% |
$7.33M - $8.93M
|
66.9K
$6.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-136K- 10.1% |
$8.48M - $10.3M
|
1.21M
$124M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-145K- 85.29% |
$9.02M - $11M
|
24.9K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-156K- 53.77% |
$9.77M - $11.9M
|
134K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-176K- 26.9% |
$11M - $13.4M
|
477K
$49.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-188K- 71.45% |
$11.8M - $14.3M
|
75.3K
$7.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-232K- 43.28% |
$14.5M - $17.7M
|
304K
$31.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-239K- 10.26% |
$14.9M - $18.2M
|
2.09M
$215M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-256K- 12.35% |
$16M - $19.5M
|
1.81M
$187M
|