Who owns Healthequity?
- Ticker: HQY
- CUSIP Number: 42226a107
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Analyze quarterly positions in Healthequity with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Healthequity stock
Who bought or sold Healthequity this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 11M | $896M | 100% | Sep 2024 |
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| BlackRock | 11M | $926M | -2% | Jun 2024 |
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| Vanguard Group | 8.8M | $761M | 1% | Jun 2024 |
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| Daniel D. Thurber | 7.8M | $635M | 7% | Sep 2024 |
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| State Street Corporation | 3.1M | $268M | 2% | Jun 2024 |
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| ClearBridge Advisors | 2.4M | $196M | 0% | Sep 2024 |
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| Mackenzie Financial | 2.4M | $193M | 0% | Sep 2024 |
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| Geode Capital Management | 2.1M | $170M | 1% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 1.7M | $149M | -7% | Jun 2024 |
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| Franklin Resources | 1.6M | $139M | 1% | Sep 2024 |
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| Invesco | 1.6M | $132M | 4% | Sep 2024 |
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| Dimensional Fund Advisors | 1.6M | $130M | 2% | Sep 2024 |
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| Stephens Investment Management Group | 1.2M | $102M | -3% | Sep 2024 |
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| Jpmorgan Chase & Co | 1.2M | $100M | -17% | Sep 2024 |
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| Henderson Group | 1.1M | $95M | 0% | Jun 2024 |
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| Charles Schwab Investment Management | 1.1M | $87M | 1% | Sep 2024 |
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| Allspring Global Investments Holdings | 1.0M | $85M | -8% | Sep 2024 |
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| Northern Trust | 1.0M | $85M | 1% | Sep 2024 |
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| Arrowpoint Asset Management | 986k | $81M | -12% | Sep 2024 |
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| Van Berkom & Associates | 936k | $77M | 1% | Sep 2024 |
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| Vaughan Nelson Investment Management | 843k | $69M | 37% | Sep 2024 |
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| Geneva Capital Management | 842k | $69M | 0% | Sep 2024 |
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| Bamco | 800k | $69M | 0% | Jun 2024 |
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| Greenhouse Funds L | 793k | $65M | 56% | Sep 2024 |
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| Jennifer Ranahan | 791k | $65M | 0% | Sep 2024 |
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| Bank of New York Mellon | 745k | $61M | -17% | Sep 2024 |
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| Goldman Sachs Group | 712k | $61M | -37% | Jun 2024 |
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| Bank of America Corporation | 647k | $53M | 0% | Sep 2024 |
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| Morgan Stanley | 638k | $55M | 0% | Jun 2024 |
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| Sei Investments | 630k | $52M | 11% | Sep 2024 |
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| Kayne Anderson Rudnick Investment Management | 569k | $47M | -2% | Sep 2024 |
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| Nuveen Asset Management | 555k | $48M | -3% | Jun 2024 |
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| Aristotle Capital Boston | 542k | $47M | -7% | Jun 2024 |
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| American Century Companies | 532k | $44M | 0% | Sep 2024 |
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| Massachusetts Financial Services | 485k | $40M | 7% | Sep 2024 |
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| Davenport & Co | 480k | $39M | 19% | Sep 2024 |
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| Hanna Zanoni | 463k | $38M | 15% | Sep 2024 |
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| Aureus Asset Management | 423k | $35M | -5% | Sep 2024 |
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| Royal Bank of Canada | 392k | $33M | 22% | Sep 2024 |
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| AQR Capital Management | 384k | $31M | 191% | Sep 2024 |
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| Macquarie Group | 362k | $31M | 0% | Jun 2024 |
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| Woodline Partners | 337k | $28M | 22% | Sep 2024 |
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| Ensign Peak Advisors | 335k | $28M | -19% | Sep 2024 |
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| Ophir Asset Management Pty | 335k | $29M | -4% | Jun 2024 |
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| CalPERS | 333k | $27M | 7% | Sep 2024 |
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| Ashford Capital Management | 305k | $25M | -1% | Sep 2024 |
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| Df Dent & Co | 297k | $24M | 26% | Sep 2024 |
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| Thrivent Financial for Lutherans | 294k | $24M | 1266% | Sep 2024 |
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| Victory Capital Management | 268k | $22M | -19% | Sep 2024 |
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| Rhumbline Advisers | 266k | $22M | -4% | Sep 2024 |
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| Ranger Investment Management | 261k | $21M | 4% | Sep 2024 |
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| Summit Creek Advisors | 258k | $21M | 7% | Sep 2024 |
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| Glenmede Trust Company | 243k | $20M | 2% | Sep 2024 |
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| Principal Financial Group | 242k | $20M | -28% | Sep 2024 |
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| TimesSquare Capital Management | 223k | $18M | -21% | Sep 2024 |
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| Retirement Systems of Alabama | 216k | $19M | 101% | Jun 2024 |
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| Man Group | 212k | $17M | 442% | Sep 2024 |
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| Natixis Asset Management Advisors | 209k | $17M | 30% | Sep 2024 |
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| Cambiar Investors | 189k | $15M | -1% | Sep 2024 |
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| Alliancebernstein | 189k | $16M | 2% | Jun 2024 |
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| Bessemer | 182k | $15M | 7214% | Sep 2024 |
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| Swiss National Bank | 170k | $14M | 0% | Sep 2024 |
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| Barclays | 167k | $14M | 209% | Sep 2024 |
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| Citadel Advisors | 159k | $13M | 33% | Sep 2024 |
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| Raymond James & Associates | 151k | $12M | 1% | Sep 2024 |
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| First Trust Advisors | 146k | $12M | 36% | Sep 2024 |
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| Damian Sousa | 142k | $14M | -22% | Sep 2024 |
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| Motley Fool Wealth Management | 141k | $12M | -2% | Sep 2024 |
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| Agf Management | 131k | $11M | 348% | Sep 2024 |
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| Wells Fargo & Company | 119k | $9.8M | 1% | Sep 2024 |
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| Arrowstreet Capital, Limited Partnership | 119k | $9.7M | -15% | Sep 2024 |
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| Scout Investments | 118k | $10M | -14% | Sep 2024 |
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| Peregrine Capital Management | 113k | $9.2M | 0% | Sep 2024 |
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| Envestnet Asset Management | 112k | $9.1M | -4% | Sep 2024 |
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| Motley Fool Asset Management | 111k | $9.6M | -6% | Jun 2024 |
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| HighTower Advisors | 111k | $9.5M | 25% | Jun 2024 |
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| Mirae Asset Global Etfs Holdings | 110k | $9.0M | -8% | Sep 2024 |
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| Connor, Clark & Lunn Investment Management | 109k | $8.9M | 29% | Sep 2024 |
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| Grandeur Peak Global Advisors | 106k | $9.2M | 80% | Jun 2024 |
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| Manufacturers Life Insurance Company | 105k | $9.0M | 1% | Jun 2024 |
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| Citigroup | 102k | $8.4M | 73% | Sep 2024 |
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| Mutual Of America Capital Management | 98k | $8.0M | 1% | Sep 2024 |
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| Deutsche Bank Aktiengesellschaft | 94k | $7.7M | 14% | Sep 2024 |
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| Diversify Wealth Management | 92k | $8.1M | -3% | Sep 2024 |
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| Hsbc Holdings | 92k | $7.9M | 32% | Jun 2024 |
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| Ohio Pers | 92k | $7.5M | 6% | Sep 2024 |
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| MetLife Investment Advisors | 91k | $7.5M | -2% | Sep 2024 |
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| Taylor Investment Counselors | 90k | $7.3M | 1% | Sep 2024 |
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| GM Advisory | 89k | $7.3M | 0% | Sep 2024 |
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| Jane Street | 87k | $7.1M | -31% | Sep 2024 |
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| New York State Teachers Retirement System | 84k | $6.9M | 1% | Sep 2024 |
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| California State Teachers Retirement System | 82k | $6.7M | -2% | Sep 2024 |
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| Kornitzer Capital Management | 75k | $6.2M | 0% | Sep 2024 |
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| Integrys Wealth Advisors | 75k | $6.1M | 0% | Sep 2024 |
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| Great-West Life Assurance Company | 74k | $6.1M | 6% | Sep 2024 |
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| Overbrook Management Corp. | 74k | $6.0M | -48% | Sep 2024 |
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| CastleArk Management | 72k | $5.9M | -20% | Sep 2024 |
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| B. Metzler seel. Sohn & Co. Holding | 69k | $5.7M | 100% | Sep 2024 |
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| B. Metzler seel. Sohn & Co | 69k | $5.7M | 9% | Sep 2024 |
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| Oppenheimer Asset Management | 69k | $5.7M | 8% | Sep 2024 |
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| UMA Financial Services | 68k | $5.7M | 0% | Sep 2024 |
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| Segall Bryant & Hamill | 68k | $5.5M | -4% | Sep 2024 |
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| Madison Asset Management | 67k | $5.4M | 23% | Sep 2024 |
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| Elk River Wealth Management | 66k | $5.4M | 0% | Sep 2024 |
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| Oberweis Asset Management | 65k | $5.6M | 26% | Jun 2024 |
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| Neuberger Berman Group | 64k | $5.5M | 35% | Jun 2024 |
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| Atlantic Trust | 64k | $5.2M | -4% | Sep 2024 |
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| Russell Investments | 63k | $5.4M | 50% | Jun 2024 |
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| Wintrust Financial Corporation | 60k | $4.9M | -59% | Sep 2024 |
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| Thematics Asset Management | 58k | $4.7M | 0% | Sep 2024 |
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| Nordea Investment Management Ab | 57k | $4.6M | 89% | Sep 2024 |
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| Moody Aldrich Partners | 57k | $4.7M | -2% | Sep 2024 |
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| Thomas Stevens, CFA" | 56k | $4.6M | 92% | Sep 2024 |
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| T. Rowe Price Associates | 54k | $4.4M | -1% | Sep 2024 |
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| Landscape Capital Management | 51k | $4.2M | 100% | Sep 2024 |
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| Susquehanna International | 51k | $4.1M | 18% | Sep 2024 |
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| Brian McDonald | 50k | $4.1M | -7% | Sep 2024 |
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| M^T Bank Corporation | 49k | $4.0M | 1% | Sep 2024 |
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| Ing Investment Management | 46k | $3.8M | -3% | Sep 2024 |
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| Luther King Capital Management Corporation | 46k | $3.8M | 1% | Sep 2024 |
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| 1492 Capital Management | 46k | $3.8M | 100% | Sep 2024 |
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| Teachers Retirement System Of The State Of Kentucky | 45k | $3.6M | -8% | Sep 2024 |
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| State of Tennessee, Treasury Department | 43k | $3.7M | 32% | Jun 2024 |
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| ClariVest Asset Management | 42k | $3.6M | 0% | Sep 2024 |
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| New York State Common Retirement Fund | 42k | $3.4M | 21% | Sep 2024 |
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| Renaissance Group | 42k | $3.4M | 7% | Sep 2024 |
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| Amalgamated Bank | 40k | $3.3M | -5% | Sep 2024 |
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| LPL Financial | 38k | $3.1M | 7% | Sep 2024 |
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| Forest Hill Capital | 38k | $3.1M | 19% | Sep 2024 |
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| Summit Investment Advisors | 34k | $2.8M | -2% | Sep 2024 |
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| Yousif Capital Management | 33k | $2.7M | -12% | Sep 2024 |
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| State of New Jersey Common Pension Fund D | 33k | $2.7M | 0% | Sep 2024 |
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| Zacks Investment Management | 32k | $2.6M | 11% | Sep 2024 |
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| Advisory Research | 31k | $2.6M | 0% | Jun 2024 |
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| GDS Wealth Management | 29k | $2.3M | 100% | Sep 2024 |
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| Prudential | 28k | $2.4M | 100% | Jun 2024 |
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| Amussen Hunsaker & Associates | 27k | $2.3M | -14% | Jun 2024 |
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| Arizona State Retirement System | 25k | $2.1M | 4% | Sep 2024 |
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| Gradient Investments | 24k | $2.0M | -56% | Sep 2024 |
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| Louisiana State Employees Retirement System | 24k | $2.0M | -2% | Sep 2024 |
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| CWM Advisors | 24k | $2.0M | 75% | Sep 2024 |
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| Florida State Board of Administration | 24k | $2.0M | 0% | Sep 2024 |
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| Creative Planning | 24k | $1.9M | 19% | Sep 2024 |
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| Zurcher Kantonalbank | 23k | $1.8M | 28% | Sep 2024 |
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| EFG Asset Management | 22k | $1.8M | 35% | Sep 2024 |
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| Vontobel Holding | 22k | $1.8M | -11% | Sep 2024 |
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| Townsquare Capital | 22k | $1.8M | -4% | Sep 2024 |
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| Stifel Financial | 21k | $1.8M | 1% | Jun 2024 |
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| Rsm Us Wealth Management | 21k | $1.7M | 4% | Sep 2024 |
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| Amica Mutual Insurance Company | 20k | $1.7M | -7% | Sep 2024 |
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| Redwood Investments | 18k | $1.5M | -19% | Sep 2024 |
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| Teacher Retirement System Of Texas | 17k | $1.4M | -40% | Sep 2024 |
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| D. E. Shaw & Co | 17k | $1.4M | -38% | Sep 2024 |
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| Pathstone Holdings | 17k | $1.4M | -25% | Sep 2024 |
|
| Chase Investment Counsel Corp. | 5.9k | $484k | -86% | Sep 2024 |
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Who sold out of Healthequity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Jun 2024 | 901k | $78M |
| Generate Investment Management | Jun 2024 | 281k | $24M |
| Point72 Asset Management | Jun 2024 | 91k | $7.9M |
| Texas Permanent School Fund | Jun 2024 | 77k | $6.7M |
| Fred Alger Management | Jun 2024 | 62k | $5.3M |
| Intrinsic Edge Capital Management | Jun 2024 | 60k | $5.2M |
| Renaissance Technologies | Jun 2024 | 55k | $4.7M |
| Mckinley Capital Management | Mar 2024 | 43k | $3.5M |
| AH Lisanti Capital Growth | Jun 2024 | 33k | $2.9M |
| Susquehanna Portfolio Strategies | Mar 2024 | 25k | $2.0M |