Who owns Healthequity?
- Ticker: HQY
- CUSIP Number: 42226a107
Tip: Access positions for across all investors
Analyze quarterly positions in Healthequity with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Healthequity this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Vanguard Group | 8.6M | $572M | 1% | Dec 2023 |
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Daniel D. Thurber | 7.4M | $605M | 8% | Mar 2024 |
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ClearBridge Advisors | 2.4M | $156M | 7% | Dec 2023 |
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Jpmorgan Chase & Co | 2.1M | $139M | -10% | Dec 2023 |
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Brown Advisory Holdings Incorporated | 1.8M | $120M | -12% | Dec 2023 |
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Mackenzie Financial | 1.8M | $120M | 58% | Dec 2023 |
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William Blair Investment Management | 1.8M | $118M | -33% | Dec 2023 |
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Franklin Resources | 1.5M | $98M | 7% | Dec 2023 |
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Dimensional Fund Advisors | 1.4M | $94M | 8% | Dec 2023 |
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Arrowpoint Asset Management | 1.2M | $80M | -23% | Dec 2023 |
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Goldman Sachs Group | 1.1M | $75M | 25% | Dec 2023 |
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Allspring Global Investments Holdings | 1.1M | $91M | -8% | Mar 2024 |
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Henderson Group | 1.1M | $72M | 0% | Dec 2023 |
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Charles Schwab Investment Management | 1.0M | $67M | 2% | Dec 2023 |
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Van Berkom & Associates | 981k | $65M | -6% | Dec 2023 |
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Millennium Management | 895k | $59M | -52% | Dec 2023 |
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Geneva Capital Management | 871k | $58M | -1% | Dec 2023 |
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Bank of New York Mellon | 831k | $55M | -3% | Dec 2023 |
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Jennifer Ranahan | 809k | $54M | -5% | Dec 2023 |
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Bamco | 800k | $53M | 0% | Dec 2023 |
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Wellington Management Company | 667k | $44M | -3% | Dec 2023 |
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Norges Bank Investment Management | 656k | $44M | 100% | Dec 2023 |
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Vaughan Nelson Investment Management | 606k | $49M | 100% | Mar 2024 |
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Davenport & Co | 507k | $34M | 31% | Dec 2023 |
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Bank of America Corporation | 482k | $32M | -24% | Dec 2023 |
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Point72 Asset Management | 477k | $32M | -27% | Dec 2023 |
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Massachusetts Financial Services | 427k | $28M | -42% | Dec 2023 |
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Man Group | 419k | $28M | 775% | Dec 2023 |
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Aureus Asset Management | 417k | $28M | 0% | Dec 2023 |
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Victory Capital Management | 414k | $27M | 69% | Dec 2023 |
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Ashford Capital Management | 409k | $27M | 1% | Dec 2023 |
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Royal Bank of Canada | 353k | $23M | 2% | Dec 2023 |
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Principal Financial Group | 351k | $23M | 3% | Dec 2023 |
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Ophir Asset Management Pty | 318k | $21M | -4% | Dec 2023 |
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TimesSquare Capital Management | 304k | $20M | -43% | Dec 2023 |
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Rhumbline Advisers | 271k | $18M | -1% | Dec 2023 |
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Summit Creek Advisors | 255k | $17M | -8% | Dec 2023 |
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Df Dent & Co | 253k | $17M | 2% | Dec 2023 |
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Citadel Advisors | 226k | $15M | 66% | Dec 2023 |
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Damian Sousa | 221k | $15M | 3% | Dec 2023 |
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Cambiar Investors | 200k | $13M | 1% | Dec 2023 |
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UBS Group | 193k | $13M | 41% | Dec 2023 |
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Barclays | 192k | $13M | 248% | Dec 2023 |
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Wintrust Financial Corporation | 187k | $12M | 153% | Dec 2023 |
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Alliancebernstein | 186k | $12M | 0% | Dec 2023 |
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Swiss National Bank | 169k | $11M | -10% | Dec 2023 |
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American International | 157k | $10M | -3% | Dec 2023 |
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CalPERS | 146k | $9.7M | -3% | Dec 2023 |
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Jane Street | 141k | $9.3M | 333% | Dec 2023 |
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Motley Fool Wealth Management | 140k | $9.3M | -1% | Dec 2023 |
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Mirae Asset Global Investments | 138k | $9.1M | -2% | Dec 2023 |
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Credit Suisse | 135k | $8.9M | -54% | Dec 2023 |
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Raymond James & Associates | 134k | $11M | -21% | Mar 2024 |
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Legal & General Group | 133k | $8.8M | 1% | Dec 2023 |
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Peregrine Capital Management | 123k | $8.2M | -6% | Dec 2023 |
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Motley Fool Asset Management | 121k | $8.0M | 1% | Dec 2023 |
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GM Advisory | 120k | $8.0M | 301% | Dec 2023 |
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State of Wisconsin Investment Board | 112k | $7.4M | -2% | Dec 2023 |
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Retirement Systems of Alabama | 107k | $7.1M | 0% | Dec 2023 |
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Ubs Global Asset Management Americas | 104k | $6.9M | -3% | Dec 2023 |
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CastleArk Management | 103k | $6.8M | 45% | Dec 2023 |
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Mutual Of America Capital Management | 102k | $6.8M | 4% | Dec 2023 |
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Ohio Pers | 102k | $6.8M | 14% | Dec 2023 |
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Dfpg Investments | 96k | $6.5M | -1% | Dec 2023 |
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MetLife Investment Advisors | 91k | $6.0M | -1% | Dec 2023 |
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Deutsche Bank Aktiengesellschaft | 89k | $5.9M | 0% | Dec 2023 |
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HighTower Advisors | 88k | $5.8M | 1% | Dec 2023 |
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Taylor Investment Counselors | 87k | $5.7M | -1% | Dec 2023 |
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New York State Teachers Retirement System | 83k | $5.5M | 0% | Dec 2023 |
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Wells Fargo & Company | 82k | $5.5M | 1% | Dec 2023 |
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Kornitzer Capital Management | 75k | $5.0M | -71% | Dec 2023 |
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Trexquant Investment | 75k | $5.0M | 100% | Dec 2023 |
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Integrys Wealth Advisors | 75k | $6.1M | -12% | Mar 2024 |
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Texas Permanent School Fund | 74k | $4.9M | 2% | Dec 2023 |
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Vontobel Holding | 74k | $4.9M | 96% | Dec 2023 |
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Twinbeech Capital | 68k | $4.5M | 100% | Dec 2023 |
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Hsbc Holdings | 68k | $4.5M | 100% | Dec 2023 |
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UMA Financial Services | 68k | $5.4M | 0% | Mar 2024 |
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Evoke Wealth | 67k | $4.5M | 100% | Dec 2023 |
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Fred Alger Management | 67k | $4.4M | -64% | Dec 2023 |
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Graham Capital Management | 62k | $4.1M | 100% | Dec 2023 |
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Gradient Investments | 57k | $3.8M | 18% | Dec 2023 |
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Amalgamated Bank | 54k | $3.6M | -1% | Dec 2023 |
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Teachers Retirement System Of The State Of Kentucky | 51k | $3.4M | -3% | Dec 2023 |
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State of New Jersey Common Pension Fund D | 50k | $3.3M | 0% | Dec 2023 |
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Madison Asset Management | 49k | $3.2M | 252% | Dec 2023 |
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T. Rowe Price Associates | 48k | $3.2M | 6% | Dec 2023 |
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M^T Bank Corporation | 47k | $3.1M | -10% | Dec 2023 |
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Elk River Wealth Management | 47k | $3.8M | 100% | Mar 2024 |
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Neuberger Berman Group | 47k | $3.1M | -8% | Dec 2023 |
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Russell Investments | 46k | $3.0M | -20% | Dec 2023 |
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Luther King Capital Management Corporation | 43k | $2.8M | 0% | Dec 2023 |
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Bnp Paribas Arbitrage, Snc | 43k | $2.8M | -24% | Dec 2023 |
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Agf Management | 42k | $2.8M | -6% | Dec 2023 |
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Yousif Capital Management | 41k | $2.7M | -1% | Dec 2023 |
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Beck Bode | 40k | $2.6M | -4% | Dec 2023 |
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Oberweis Asset Management | 39k | $2.6M | 100% | Dec 2023 |
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AQR Capital Management | 37k | $2.5M | 368% | Dec 2023 |
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Nordea Investment Management Ab | 35k | $2.3M | -1% | Dec 2023 |
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Summit Investment Advisors | 35k | $2.3M | 27% | Dec 2023 |
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Mckinley Capital Management | 35k | $2.3M | 0% | Dec 2023 |
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New York State Common Retirement Fund | 34k | $2.2M | -68% | Dec 2023 |
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Thomas Stevens, CFA" | 33k | $2.7M | -1% | Mar 2024 |
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Forest Hill Capital | 31k | $2.0M | 100% | Dec 2023 |
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Parallax Volatility Advisers | 29k | $1.9M | 100% | Dec 2023 |
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Renaissance Group | 28k | $1.8M | 100% | Dec 2023 |
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Two Sigma Investments | 26k | $1.7M | 30% | Dec 2023 |
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Arrowstreet Capital, Limited Partnership | 26k | $1.7M | 100% | Dec 2023 |
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Teacher Retirement System Of Texas | 25k | $1.7M | 0% | Dec 2023 |
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Redwood Investments | 25k | $1.7M | -85% | Dec 2023 |
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Townsquare Capital | 25k | $1.7M | -11% | Dec 2023 |
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Oregon Public Employees Retirement Fund | 24k | $1.6M | 1% | Dec 2023 |
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Florida State Board of Administration | 24k | $1.6M | 0% | Dec 2023 |
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Louisiana State Employees Retirement System | 24k | $1.6M | -1% | Dec 2023 |
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Arizona State Retirement System | 24k | $1.6M | -2% | Dec 2023 |
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GSA Capital Partners | 22k | $1.5M | 100% | Dec 2023 |
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Amica Mutual Insurance Company | 22k | $1.4M | -24% | Dec 2023 |
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South Dakota Investment Council | 21k | $1.4M | 0% | Dec 2023 |
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State Treasurer State Of Michigan | 21k | $1.7M | 2% | Mar 2024 |
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Zacks Investment Management | 20k | $1.3M | -9% | Dec 2023 |
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Schonfeld Strategic Advisors | 20k | $1.3M | 100% | Dec 2023 |
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Raymond James Financial Services Advisors | 20k | $1.6M | -53% | Mar 2024 |
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Stifel Financial | 19k | $1.3M | -12% | Dec 2023 |
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Zurcher Kantonalbank | 19k | $1.3M | 12% | Dec 2023 |
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Commonwealth of Pennsylvania | 19k | $1.3M | 9% | Dec 2023 |
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Gotham Asset Management | 18k | $1.2M | 21% | Dec 2023 |
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ZB | 18k | $1.2M | 6% | Dec 2023 |
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Lunt Capital Management | 18k | $1.2M | 0% | Dec 2023 |
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Natixis Asset Management Advisors | 17k | $1.1M | -3% | Dec 2023 |
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Nmerb | 17k | $1.2M | -1% | Mar 2024 |
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CornerCap Investment Counsel | 17k | $1.1M | 89% | Dec 2023 |
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Citigroup | 17k | $1.1M | 102% | Dec 2023 |
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OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 16k | $1.1M | 49% | Dec 2023 |
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Schaper Benz & Wise Investment Counsel | 16k | $1.0M | 0% | Dec 2023 |
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HPM Partners | 15k | $1.0M | -3% | Dec 2023 |
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ALPS Advisors | 15k | $1.0M | 8% | Dec 2023 |
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Handelsbanken Fonder AB | 15k | $1.0M | 0% | Dec 2023 |
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Mariner Wealth Advisors | 14k | $948k | -5% | Dec 2023 |
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Dynamic Technology Lab Private | 13k | $871k | 100% | Dec 2023 |
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Pacer Advisors | 13k | $853k | 78% | Dec 2023 |
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Federated Investors | 12k | $818k | -8% | Dec 2023 |
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Fis | 12k | $813k | 1% | Dec 2023 |
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HC Advisors | 12k | $804k | 0% | Dec 2023 |
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Lee Munder Capital Group | 12k | $785k | 0% | Dec 2023 |
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Captrust Financial Advisors | 12k | $779k | -4% | Dec 2023 |
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Connor, Clark & Lunn Investment Management | 11k | $734k | 100% | Dec 2023 |
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Us Bancorp | 11k | $727k | -16% | Dec 2023 |
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Spouting Rock Asset Management | 11k | $707k | -5% | Dec 2023 |
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Cubist Systematic Strategies | 11k | $696k | 100% | Dec 2023 |
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Shay Capital | 10k | $663k | -62% | Dec 2023 |
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William Blair $ Company | 9.9k | $654k | -15% | Dec 2023 |
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SG Americas Securities | 4.8k | $319k | -87% | Dec 2023 |
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Walleye Trading | 3.3k | $219k | -84% | Dec 2023 |
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Who sold out of Healthequity?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
AH Lisanti Capital Growth | Sep 2023 | 181k | $13M |
Moody Aldrich Partners | Sep 2023 | 90k | $6.6M |
Osterweis Capital Management | Sep 2023 | 80k | $5.9M |
Weiss Multi-strategy Advisers | Dec 2023 | 75k | $5.0M |
Portolan Capital Management | Sep 2023 | 65k | $4.8M |
Alberta Investment Management Corporation | Sep 2023 | 57k | $4.2M |
Pier Capital | Sep 2023 | 54k | $3.9M |
Eaton Financial Holdings Company | Dec 2023 | 39k | $2.6M |
Element Capital Management | Sep 2023 | 36k | $2.6M |
Chartwell Investment Partners | Sep 2023 | 17k | $1.2M |