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HealthEquity (HQY) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for HealthEquity (NASDAQ:HQY)

Current
Institutional Ownership
Percentage
99.55%
Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$929.09M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$431.63M
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HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Chase Investment Counsel Corp34,414$2.81M1.0%N/A0.040%
5/2/2024Mutual of America Capital Management LLC96,715$7.90M0.1%-5.4%0.113%
5/2/2024Daiwa Securities Group Inc.2,200$180K0.0%-28.1%0.003%
5/2/2024Nordea Investment Management AB34,739$2.85M0.0%-1.4%0.040%
5/2/2024Fidelis Capital Partners LLC517$42K0.0%N/A0.001%
5/2/2024Choreo LLC12,757$1.04M0.0%N/A0.015%
5/2/2024 Mckinley Capital Management LLC42,780$3.49M0.4%+24.1%0.050%
5/1/2024 Janney Montgomery Scott LLC3,970$324K0.0%+27.4%0.005%
5/1/2024 BNP Paribas Financial Markets49,286$4.02M0.0%+15.3%0.057%
5/1/2024 Peterson Wealth Services8,224$671K0.2%N/A0.010%
5/1/2024 Mirae Asset Global Investments Co. Ltd.150,801$12.31M0.0%+9.6%0.176%
5/1/2024 Diversify Advisory Services LLC95,893$7.83M0.5%N/A0.112%
4/30/2024 Retirement Systems of Alabama107,744$8.80M0.0%+0.5%0.126%
4/30/2024 Norden Group LLC4,785$391K0.0%N/A0.006%
4/30/2024 Allspring Global Investments Holdings LLC1,112,932$90.85M0.1%-7.9%1.297%
4/29/2024 Principal Financial Group Inc.364,051$29.72M0.0%+3.8%0.424%
4/26/2024 Yousif Capital Management LLC39,799$3.25M0.0%-1.8%0.046%
4/26/2024 YHB Investment Advisors Inc.489$40K0.0%N/A0.001%
4/26/2024 Peregrine Capital Management LLC111,068$9.07M0.3%-10.0%0.129%
4/25/2024 Lindbrook Capital LLC698$57K0.0%+22.7%0.001%
4/25/2024 New York State Teachers Retirement System82,851$6.76M0.0%+0.2%0.097%
4/23/2024 Louisiana State Employees Retirement System24,700$2.02M0.0%+2.9%0.029%
4/23/2024 Amalgamated Bank44,959$3.67M0.0%-16.2%0.052%
4/23/2024 Gradient Investments LLC53,631$4.38M0.1%-6.5%0.063%
4/23/2024 KLR Investment Advisors LLC5,422$440K0.3%-8.3%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.19,491$1.59M0.0%-52.6%0.023%
4/22/2024 Raymond James & Associates134,267$10.96M0.0%-21.3%0.156%
4/19/2024 Norden Group LLC4,785$391K0.0%N/A0.006%
4/19/2024 Handelsinvest Investeringsforvaltning2,308$188K0.1%-34.2%0.003%
4/18/2024 Wasatch Advisors LP7,409,080$604.80M3.2%+8.3%8.635%
4/18/2024 State of Michigan Retirement System21,022$1.72M0.0%+2.4%0.025%
4/18/2024 Allspring Global Investments Holdings LLC1,112,932$90.85M0.1%-7.9%1.297%
4/18/2024 Vaughan Nelson Investment Management L.P.605,710$49.44M0.4%N/A0.706%
4/18/2024 AlphaMark Advisors LLC4,592$375K0.1%N/A0.005%
4/13/2024 Inspirion Wealth Advisors LLC75,005$6.12M1.0%-11.8%0.087%
4/11/2024 BTC Capital Management Inc.6,753$551K0.1%N/A0.008%
4/9/2024 Rise Advisors LLC345$28K0.0%N/A0.000%
4/5/2024 Los Angeles Capital Management LLC33,224$2.71M0.0%-1.1%0.039%
3/29/2024Kapitalo Investimentos Ltda2,214$147K0.0%N/A0.003%
3/22/2024PNC Financial Services Group Inc.8,887$589K0.0%-3.6%0.010%
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3/11/2024Vanguard Group Inc.8,619,499$571.47M0.0%+1.2%10.046%
3/5/2024Wellington Management Group LLP667,288$44.24M0.0%-2.7%0.778%
3/1/2024Goldman Sachs Group Inc.1,129,634$74.90M0.0%+24.7%1.317%
2/28/2024American International Group Inc.156,761$10.39M0.0%-3.0%0.183%
2/26/2024Teachers Retirement System of The State of Kentucky51,281$3.40M0.0%-2.7%0.060%
2/16/2024Spouting Rock Asset Management LLC10,659$707K0.3%-5.1%0.012%
2/15/2024Ophir Asset Management Pty Ltd317,677$21.06M4.2%-3.7%0.370%
2/15/2024Forest Hill Capital LLC30,476$2.02M1.1%N/A0.036%
2/14/2024 Wasatch Advisors LP6,839,831$453.48M2.5%-5.9%7.972%
2/14/2024Sei Investments Co.557,093$36.94M0.1%-14.4%0.649%
2/14/2024Scout Investments Inc.160,104$10.62M0.3%-4.3%0.187%
2/14/2024Thematics Asset Management74,385$4.93M0.2%-7.7%0.087%
2/13/2024American International Group Inc.156,761$10.39M0.1%-3.0%0.183%
2/13/2024Stephens Investment Management Group LLC1,186,491$78.66M1.1%+4.6%1.383%
2/13/2024Campbell & CO Investment Adviser LLC8,195$543K0.0%+3.2%0.010%
2/13/2024California State Teachers Retirement System90,110$5.97M0.0%-4.3%0.105%
2/12/2024GM Advisory Group LLC120,355$7.98M0.6%+300.8%0.140%
2/12/2024Eagle Asset Management Inc.220,485$14.62M0.1%+3.4%0.257%
2/12/2024Madison Asset Management LLC48,636$3.23M0.0%+251.5%0.057%
2/12/2024Bank of Nova Scotia5,913$392K0.0%-8.7%0.007%
2/12/2024Evoke Wealth LLC67,407$4.47M0.1%N/A0.079%
2/12/2024 Capstone Investment Advisors LLC3,710$246K0.0%+7.0%0.004%
2/12/2024TFO Wealth Partners LLC1,205$80K0.0%+30,025.0%0.001%
2/12/2024 Eaton Financial Holdings Company LLC39,191$2.60M0.6%-3.5%0.046%
2/12/2024Parallel Advisors LLC679$45K0.0%+255.5%0.001%
2/12/2024Hsbc Holdings PLC67,991$4.49M0.0%N/A0.079%
2/12/2024Cape Investment Advisory Inc.404$27K0.0%N/A0.000%
2/9/2024Commerce Bank8,438$559K0.0%-5.9%0.010%
2/9/2024US Bancorp DE10,968$727K0.0%-16.3%0.013%
2/9/2024Franklin Resources Inc.1,480,655$98.17M0.0%+7.0%1.726%
2/9/2024GW&K Investment Management LLC809,235$53.65M0.5%-5.3%0.943%
2/9/2024 Renaissance Group LLC27,832$1.85M0.1%N/A0.032%
2/9/2024Trexquant Investment LP75,117$4.98M0.1%N/A0.088%
2/9/2024Clearbridge Investments LLC2,357,572$156.31M0.1%+6.9%2.748%
2/9/2024PNC Financial Services Group Inc.8,887$589K0.0%-3.6%0.010%
2/9/2024Dynamic Technology Lab Private Ltd13,136$871K0.1%N/A0.015%
2/9/2024Norges Bank655,835$43.48M0.0%N/A0.764%
2/8/2024 Brown Advisory Inc.1,814,403$120.30M0.2%-12.3%2.115%
2/8/2024Great Lakes Advisors LLC186,977$12.40M0.1%+152.9%0.218%
2/8/2024Beacon Pointe Advisors LLC4,354$289K0.0%-5.7%0.005%
2/8/2024 KLR Investment Advisors LLC5,914$392K0.3%+4.2%0.007%
2/8/2024Vanguard Personalized Indexing Management LLC8,898$590K0.0%+7.6%0.010%
2/8/2024Massachusetts Financial Services Co. MA427,278$28.33M0.0%-42.3%0.498%
2/7/2024 Principal Financial Group Inc.350,666$23.25M0.0%+2.9%0.409%
2/7/2024Summit Creek Advisors LLC254,790$16.89M2.3%-7.9%0.297%
2/7/2024Envestnet Portfolio Solutions Inc.3,498$232K0.0%-5.0%0.004%
2/7/2024Dimensional Fund Advisors LP1,409,740$93.47M0.0%+8.3%1.643%
2/7/2024AGF Management Ltd.42,021$2.79M0.0%-6.1%0.049%
2/7/2024 BNP Paribas Financial Markets42,750$2.83M0.0%-23.9%0.050%
2/7/2024Geneva Capital Management LLC870,735$57.73M1.1%-0.6%1.015%
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2/7/2024TimesSquare Capital Management LLC304,078$20.16M0.3%-43.3%0.354%
2/6/2024Charles Schwab Investment Management Inc.1,002,283$66.45M0.0%+2.2%1.168%
2/6/2024 MeadowBrook Investment Advisors LLC4,410$292K0.3%N/A0.005%
2/6/2024Sheets Smith Wealth Management7,751$514K0.1%-2.1%0.009%
2/6/2024M&T Bank Corp47,174$3.13M0.0%-9.7%0.055%
2/6/2024 Amalgamated Bank53,636$3.56M0.0%-1.2%0.063%
2/6/2024 Los Angeles Capital Management LLC33,589$2.23M0.0%-47.9%0.039%
2/6/2024 Natixis Advisors L.P.17,212$1.14M0.0%-2.6%0.020%
2/6/2024 First Horizon Advisors Inc.852$56K0.0%-20.9%0.001%
2/6/2024Swiss National Bank168,700$11.19M0.0%-10.2%0.197%
(Data available from 1/1/2016 forward)

HQY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HQY shares?

During the previous two years, 333 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were BlackRock Inc. ($653.26M), Wasatch Advisors LP ($604.80M), Vanguard Group Inc. ($571.47M), FMR LLC ($412.66M), William Blair Investment Management LLC ($193.24M), JPMorgan Chase & Co. ($170.29M), and Clearbridge Investments LLC ($156.31M).Learn more on HQY's institutional investors.

What percentage of HealthEquity stock is owned by institutional investors?

99.55% of HealthEquity stock is owned by institutional investors. Learn more on HQY's institutional investor holdings.

Which institutional investors have been buying HealthEquity stock?

Of the 289 institutional investors that purchased HealthEquity stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($2.55M), Clearbridge Investments LLC ($2.04M), FMR LLC ($1.49M), Van Berkom & Associates Inc. ($975.93K), Allspring Global Investments Holdings LLC ($945.09K), Ophir Asset Management Pty Ltd ($756.64K), and Lord Abbett & CO. LLC ($747.10K).

How much institutional buying is happening at HealthEquity?

Institutional investors have bought a total of 26,820,108 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

Which HealthEquity major shareholders have been selling company stock?

Of the 193 institutional investors that sold HealthEquity stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: William Blair Investment Management LLC ($1.57M), Victory Capital Management Inc. ($1.21M), Credit Suisse AG ($1.14M), Wasatch Advisors LP ($1.01M), Massachusetts Financial Services Co. MA ($645.91K), Kornitzer Capital Management Inc. KS ($631.13K), and TimesSquare Capital Management LLC ($599.39K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 15,272,290 shares in the last 24 months. This volume of shares sold represents approximately $983.87M in transactions.


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This page (NASDAQ:HQY) was last updated on 5/3/2024 by MarketBeat.com Staff

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