Purchases and Sales Made in Q4 2024 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
25K+ 2.35% |
$1.95M - $2.62M
|
1.09M
$87.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
24.3K+ 25.86% |
$1.9M - $2.54M
|
118K
$9.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
23.2K+ 103.78% |
$1.82M - $2.43M
|
45.6K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
21.4KNew |
$1.67M - $2.24M
|
21.4K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
19.9K+ 325.62% |
$1.55M - $2.08M
|
25.9K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
18.3KNew |
$1.43M - $1.92M
|
18.3K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Covea Finance
|
BUY
|
- |
18KNew |
$1.41M - $1.88M
|
18K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
17.3KNew |
$1.35M - $1.81M
|
17.3K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$1.29M - $1.73M
|
16.5K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
15.7KNew |
$1.23M - $1.64M
|
15.7K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$1.22M - $1.64M
|
15.6K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
15.1KNew |
$1.18M - $1.58M
|
15.1K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$1.16M - $1.55M
|
14.8K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
13.5KNew |
$1.05M - $1.41M
|
13.5K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12.7KNew |
$993K - $1.33M
|
12.7K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
12.5K+ 43.62% |
$977K - $1.31M
|
41.1K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.4K+ 0.77% |
$971K - $1.3M
|
1.62M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.9K+ 117.67% |
$928K - $1.24M
|
22K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.6K+ 55.0% |
$906K - $1.21M
|
32.7K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
11.6KNew |
$904K - $1.21M
|
11.6K
$928K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
10.8K+ 9.7% |
$847K - $1.13M
|
123K
$9.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6K+ 44.81% |
$828K - $1.11M
|
34.2K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
10.4K+ 0.5% |
$815K - $1.09M
|
2.09M
$168M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10KNew |
$782K - $1.05M
|
10K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.12KNew |
$713K - $954K
|
9.12K
$731K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
9.1KNew |
$711K - $952K
|
9.1K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.98K+ 15.35% |
$702K - $940K
|
67.5K
$5.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.73KNew |
$682K - $913K
|
8.73K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8.46K+ 42.76% |
$662K - $886K
|
28.3K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
8.3KNew |
$649K - $869K
|
8.3K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
8.24K+ 42.68% |
$644K - $862K
|
27.5K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
8.11KNew |
$634K - $849K
|
8.11K
$650K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.03KNew |
$628K - $840K
|
8.03K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
8KNew |
$625K - $837K
|
8K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.62K+ 8.33% |
$596K - $797K
|
99K
$7.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
7.1K+ 8.41% |
$555K - $743K
|
91.5K
$7.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$552K - $739K
|
7.06K
$566K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
6.74K+ 42.49% |
$527K - $706K
|
22.6K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.16KNew |
$481K - $644K
|
6.16K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5.7KNew |
$446K - $597K
|
5.7K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.69KNew |
$445K - $595K
|
5.69K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
5.69K+ 2.68% |
$444K - $595K
|
218K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.65K+ 28.4% |
$442K - $591K
|
25.5K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.59K+ 4.69% |
$437K - $585K
|
125K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.58KNew |
$436K - $584K
|
5.58K
$448K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.57K+ 6.07% |
$435K - $583K
|
97.3K
$7.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.33KNew |
$417K - $558K
|
5.33K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
5.08K+ 4.63% |
$397K - $532K
|
115K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
4.84K+ 11.55% |
$378K - $506K
|
46.7K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.82K+ 3.68% |
$377K - $504K
|
136K
$10.9M
|