HealthEquity (HQY) Institutional Ownership

$79.21
+0.81 (+1.03%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
99.55%
Number of
Institutional Buyers
(last 12 months)
183
Total
Institutional Inflows
(last 12 months)
$998.32M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$453.95M
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HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank57,575$4.70M0.0%-2.1%0.067%
5/17/2024 Hancock Whitney Corp13,142$1.07M0.0%N/A0.015%
5/17/2024 Castleark Management LLC90,580$7.39M0.3%-11.9%0.106%
5/17/2024 Motley Fool Asset Management LLC118,780$9.70M0.6%-2.1%0.138%
5/16/2024 California State Teachers Retirement System85,859$7.01M0.0%-4.7%0.100%
5/16/2024 Grandeur Peak Global Advisors LLC58,980$4.82M0.4%+2,377.1%0.069%
5/16/2024 Iron Gate Global Advisors LLC31,439$2.53M0.5%-20.3%0.037%
5/16/2024 Janus Henderson Group PLC1,100,715$89.85M0.0%+1.1%1.283%
5/16/2024 Ashford Capital Management Inc.341,512$27.88M3.8%-16.4%0.398%
5/15/2024 Mount Yale Investment Advisors LLC4,033$329K0.0%-3.6%0.005%
5/15/2024 Public Employees Retirement System of Ohio97,249$7.94M0.0%-4.8%0.113%
5/15/2024 Public Employees Retirement Association of Colorado10,196$832K0.0%-1.4%0.012%
5/15/2024 Price T Rowe Associates Inc. MD51,384$4.20M0.0%+7.0%0.060%
5/14/2024 EntryPoint Capital LLC342$28K0.0%-80.9%0.000%
5/14/2024 Shell Asset Management Co.2,855$233K0.0%N/A0.003%
5/14/2024 MQS Management LLC2,869$234K0.1%N/A0.003%
5/14/2024 CANADA LIFE ASSURANCE Co65,666$5.36M0.0%+2.1%0.077%
5/14/2024 American International Group Inc.154,813$12.64M0.0%-1.2%0.180%
5/13/2024 Bessemer Group Inc.2,838$231K0.0%+19.2%0.003%
5/13/2024 Clearbridge Investments LLC2,333,713$190.50M0.2%-1.0%2.720%
5/13/2024 O Shaughnessy Asset Management LLC5,219$426K0.0%+3.9%0.006%
5/11/2024 Summit Creek Advisors LLC256,331$20.92M2.6%+0.6%0.299%
5/11/2024 Edgestream Partners L.P.10,025$818K0.0%+29.8%0.012%
5/10/2024 Ontario Teachers Pension Plan Board4,442$363K0.0%N/A0.005%
5/10/2024 Vanguard Group Inc.8,768,632$715.78M0.0%+1.7%10.220%
5/10/2024 Nicolet Advisory Services LLC3,404$268K0.0%N/A0.004%
5/10/2024 Pinnacle Wealth Planning Services Inc.3,235$264K0.0%N/A0.004%
5/10/2024 GM Advisory Group LLC89,052$7.27M0.5%-26.0%0.104%
5/9/2024 Blair William & Co. IL6,566$536K0.0%-33.4%0.008%
5/9/2024 Scout Investments Inc.150,527$12.29M0.3%-6.0%0.175%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.1,623$132K0.0%-12.1%0.002%
5/9/2024 Fortis Capital Advisors LLC4,225$345K0.1%N/A0.005%
5/9/2024 State Board of Administration of Florida Retirement System26,663$2.18M0.0%+11.1%0.031%
5/8/2024 William Blair Investment Management LLC1,044,426$85.26M0.2%-41.4%1.217%
5/8/2024 Motley Fool Asset Management LLC3,762,064$307.10M10.3%+3,001.0%4.385%
5/8/2024 Motley Fool Wealth Management LLC137,789$11.25M0.6%-1.3%0.161%
5/8/2024 ProShare Advisors LLC19,477$1.59M0.0%+5.7%0.023%
5/8/2024 US Bancorp DE11,489$938K0.0%+4.8%0.013%
5/8/2024 Russell Investments Group Ltd.42,183$3.44M0.0%-7.5%0.049%
5/8/2024 Headlands Technologies LLC1,595$130K0.0%N/A0.002%
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5/8/2024 Inspire Investing LLC15,597$1.27M0.1%+169.9%0.018%
5/7/2024 Sei Investments Co.570,051$46.53M0.1%+2.3%0.664%
5/7/2024Susquehanna Portfolio Strategies LLC24,999$2.04M0.0%-33.9%0.029%
5/7/2024 Swiss National Bank169,300$13.82M0.0%+0.4%0.197%
5/7/2024 ClariVest Asset Management LLC42,204$3.45M0.4%-5.8%0.049%
5/7/2024 TimesSquare Capital Management LLC259,229$21.16M0.3%-14.7%0.302%
5/7/2024 Lisanti Capital Growth LLC57,585$4.70M1.1%N/A0.067%
5/7/2024 Oppenheimer Asset Management Inc.49,641$4.05M0.1%-14.5%0.058%
5/7/2024 SG Americas Securities LLC2,557$209K0.0%-46.9%0.003%
5/6/2024 Texas Permanent School Fund Corp75,092$6.13M0.0%+1.5%0.088%
5/4/2024 Geneva Capital Management LLC865,566$70.66M1.2%-0.6%1.009%
5/4/2024 DAVENPORT & Co LLC433,384$35.38M0.2%-14.5%0.505%
5/2/2024 Chase Investment Counsel Corp34,414$2.81M1.0%N/A0.040%
5/2/2024 Mutual of America Capital Management LLC96,715$7.90M0.1%-5.4%0.113%
5/2/2024 Daiwa Securities Group Inc.2,200$180K0.0%-28.1%0.003%
5/2/2024 Nordea Investment Management AB34,739$2.85M0.0%-1.4%0.040%
5/2/2024 Fidelis Capital Partners LLC517$42K0.0%N/A0.001%
5/2/2024 Choreo 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%
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3/29/2024 Kapitalo Investimentos Ltda2,214$147K0.0%N/A0.003%
3/22/2024 PNC Financial Services Group Inc.8,887$589K0.0%-3.6%0.010%
3/11/2024 Vanguard Group Inc.8,619,499$571.47M0.0%+1.2%10.046%
3/5/2024 Wellington Management Group LLP667,288$44.24M0.0%-2.7%0.778%
3/1/2024 Goldman Sachs Group Inc.1,129,634$74.90M0.0%+24.7%1.317%
2/28/2024 American 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%
2/15/2024 Ophir Asset Management Pty Ltd317,677$21.06M4.2%-3.7%0.370%
2/15/2024 Forest Hill Capital LLC30,476$2.02M1.1%N/A0.036%
(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, 341 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Vanguard Group Inc. ($715.78M), BlackRock Inc. ($653.26M), Wasatch Advisors LP ($604.80M), FMR LLC ($412.66M), Clearbridge Investments LLC ($190.50M), JPMorgan Chase & Co. ($170.29M), and Brown Advisory Inc. ($120.30M).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 287 institutional investors that purchased HealthEquity stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Motley Fool Asset Management LLC ($3.67M), Wasatch Advisors LP ($2.55M), Clearbridge Investments LLC ($2.04M), FMR LLC ($1.49M), 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 27,670,814 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Which HealthEquity major shareholders have been selling company stock?

Of the 198 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 ($1.85M), Victory Capital Management Inc. ($1.16M), Credit Suisse AG ($1.14M), Wasatch Advisors LP ($1.01M), Massachusetts Financial Services Co. MA ($645.91K), TimesSquare Capital Management LLC ($644.24K), and Kornitzer Capital Management Inc. KS ($631.13K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 15,367,820 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


This page (NASDAQ:HQY) was last updated on 5/19/2024 by MarketBeat.com Staff

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