Who owns Healthequity?

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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 10M $733M -3% Sep 2023
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Vanguard Group 8.5M $622M 0% Sep 2023
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Daniel D. Thurber 6.8M $454M -6% Dec 2023
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FMR 5.6M $413M 19% Sep 2023
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State Street Corporation 2.8M $206M 0% Sep 2023
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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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Geode Capital Management 1.8M $132M 4% Sep 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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Allspring Global Investments Holdings 1.2M $80M -10% Dec 2023
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Stephens Investment Management Group 1.1M $83M 0% Sep 2023
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Northern Trust 1.1M $82M -2% Sep 2023
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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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Goldman Sachs Group 906k $66M 69% Sep 2023
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American Century Companies 900k $66M 23% Sep 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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Morgan Stanley 701k $51M 9% Sep 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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Sei Investments 651k $48M 9% Sep 2023
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Aristotle Capital Boston 621k $45M 5% Sep 2023
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Nuveen Asset Management 570k $42M -2% Sep 2023
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Kayne Anderson Rudnick Investment Management 562k $41M -25% Sep 2023
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Davenport & Co 507k $34M 31% Dec 2023
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Granahan Investment Management 489k $36M 0% Sep 2023
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Invesco 484k $35M 165% Sep 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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Prudential Financial 431k $32M 399% Sep 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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Loomis, Sayles and 400k $29M 58% Sep 2023
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Ensign Peak Advisors 389k $28M 0% Sep 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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Eversept Partners 339k $25M 100% Sep 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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Putnam Investments 250k $18M 11% Sep 2023
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Glenmede Trust Company 238k $17M 1% Sep 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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Ameriprise Financial 219k $16M 0% Sep 2023
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Macquarie Group 217k $16M 468% Sep 2023
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Hanna Zanoni 205k $15M 9% Sep 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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Summit Partners Public Asset Management 181k $13M 100% Sep 2023
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Susquehanna International 176k $13M 52% Sep 2023
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Raymond James & Associates 171k $11M -1% Dec 2023
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Swiss National Bank 169k $11M -10% Dec 2023
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Scout Investments 167k $12M -3% Sep 2023
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American International 162k $12M -4% Sep 2023
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CalPERS 146k $9.7M -3% Dec 2023
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Sectoral Asset Management 144k $11M -22% Sep 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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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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Manufacturers Life Insurance Company 105k $7.6M 10% Sep 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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Advantage Alpha Capital Partners 96k $7.0M -22% Sep 2023
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Dfpg Investments 96k $6.5M -1% Dec 2023
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California State Teachers Retirement System 94k $6.9M -8% Sep 2023
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MetLife Investment Advisors 91k $6.0M -1% Dec 2023
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First Trust Advisors 89k $6.5M 23% Sep 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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Integrys Wealth Advisors 85k $5.6M 0% Dec 2023
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Ing Investment Management 85k $6.2M 3% Sep 2023
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Envestnet Asset Management 85k $6.2M 41% Sep 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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Thematics Asset Management 81k $5.9M -2% Sep 2023
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Kornitzer Capital Management 75k $5.0M -71% Dec 2023
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Weiss Multi-strategy Advisers 75k $5.0M 38% Dec 2023
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Trexquant Investment 75k $5.0M 100% Dec 2023
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Texas Permanent School Fund 74k $4.9M 2% Dec 2023
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Atlantic Trust 74k $5.4M -33% Sep 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 $5.1M 0% Dec 2023
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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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B. Metzler seel. Sohn & Co 65k $4.7M -47% Sep 2023
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Great-West Life Assurance Company 65k $4.7M 6% Sep 2023
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Oppenheimer Asset Management 62k $4.5M 12% Sep 2023
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Advisory Research 62k $4.5M 137% Sep 2023
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Graham Capital Management 62k $4.1M 100% Dec 2023
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Grandeur Peak Global Advisors 59k $4.3M -8% Sep 2023
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Brian McDonald 59k $4.3M 82280% Sep 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 53k $3.8M 37% Sep 2023
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State of New Jersey Common Pension Fund D 50k $3.3M 0% Dec 2023
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State of Tennessee, Treasury Department 50k $3.7M 5% Sep 2023
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Madison Asset Management 49k $3.2M 252% Dec 2023
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ClariVest Asset Management 49k $3.6M 0% Sep 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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Public Employees' Retirement Association of Colorado 47k $718k 354% Sep 2023
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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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Amussen Hunsaker & Associates 43k $3.2M -14% Sep 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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Raymond James Financial Services Advisors 41k $2.7M -1% 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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Eaton Financial Holdings Company 39k $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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LPL Financial 36k $2.6M 10% Sep 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" 34k $2.2M -48% Dec 2023
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Redwood Investments 25k $1.7M -85% Dec 2023
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SG Americas Securities 4.8k $319k -87% 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
Portolan Capital Management Sep 2023 65k $4.8M
Alberta Investment Management Corporation Sep 2023 57k $4.2M
Pier Capital Sep 2023 54k $3.9M
Renaissance Technologies Jun 2023 37k $2.4M
Element Capital Management Sep 2023 36k $2.6M