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 | $892M | 100% | Mar 2024 |
|
| Vanguard Group | 8.8M | $716M | 2% | Mar 2024 |
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| Daniel D. Thurber | 7.4M | $605M | 8% | Mar 2024 |
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| FMR | 5.0M | $405M | 100% | Mar 2024 |
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| State Street Corporation | 3.1M | $249M | 3% | Mar 2024 |
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| ClearBridge Advisors | 2.3M | $191M | -1% | Mar 2024 |
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| Mackenzie Financial | 2.0M | $166M | 13% | Mar 2024 |
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| Geode Capital Management | 2.0M | $161M | 100% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 1.9M | $152M | 3% | Mar 2024 |
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| Franklin Resources | 1.6M | $127M | 5% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.5M | $125M | -27% | Mar 2024 |
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| Invesco | 1.4M | $118M | 135% | Mar 2024 |
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| Dimensional Fund Advisors | 1.4M | $117M | 2% | Mar 2024 |
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| Millennium Management | 1.4M | $116M | 58% | Mar 2024 |
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| Stephens Investment Management Group | 1.2M | $97M | 100% | Mar 2024 |
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| Goldman Sachs Group | 1.1M | $92M | 0% | Mar 2024 |
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| Allspring Global Investments Holdings | 1.1M | $91M | -8% | Mar 2024 |
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| Arrowpoint Asset Management | 1.1M | $91M | -8% | Mar 2024 |
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| Henderson Group | 1.1M | $90M | 1% | Mar 2024 |
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| Charles Schwab Investment Management | 1.1M | $87M | 6% | Mar 2024 |
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| William Blair Investment Management | 1.0M | $85M | -41% | Mar 2024 |
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| Northern Trust | 1.0M | $83M | 100% | Mar 2024 |
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| Loomis, Sayles and | 931k | $76M | 100% | Mar 2024 |
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| Van Berkom & Associates | 913k | $75M | -7% | Mar 2024 |
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| Bank of New York Mellon | 901k | $78M | 12% | Jun 2024 |
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| Geneva Capital Management | 866k | $71M | -1% | Mar 2024 |
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| Bamco | 800k | $65M | 0% | Mar 2024 |
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| Jennifer Ranahan | 795k | $65M | -2% | Mar 2024 |
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| Wellington Management Company | 660k | $54M | -1% | Mar 2024 |
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| Bank of America Corporation | 643k | $53M | 34% | Mar 2024 |
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| Morgan Stanley | 641k | $52M | 100% | Mar 2024 |
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| Vaughan Nelson Investment Management | 617k | $53M | 2% | Jun 2024 |
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| Aristotle Capital Boston | 583k | $48M | 100% | Mar 2024 |
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| Kayne Anderson Rudnick Investment Management | 573k | $47M | -1% | Mar 2024 |
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| Sei Investments | 570k | $47M | 100% | Mar 2024 |
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| Nuveen Asset Management | 569k | $46M | 100% | Mar 2024 |
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| American Century Companies | 554k | $45M | 100% | Mar 2024 |
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| Greenhouse Funds L | 507k | $41M | 100% | Mar 2024 |
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| Davenport & Co | 433k | $35M | -15% | Mar 2024 |
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| Eversept Partners | 421k | $34M | -15% | Mar 2024 |
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| Aureus Asset Management | 411k | $34M | -1% | Mar 2024 |
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| UBS Group | 374k | $31M | 94% | Mar 2024 |
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| Massachusetts Financial Services | 374k | $31M | -13% | Mar 2024 |
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| Principal Financial Group | 364k | $30M | 4% | Mar 2024 |
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| Macquarie Group | 364k | $30M | 6% | Mar 2024 |
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| Victory Capital Management | 360k | $29M | -13% | Mar 2024 |
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| Ophir Asset Management Pty | 348k | $28M | 9% | Mar 2024 |
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| Ashford Capital Management | 342k | $28M | -16% | Mar 2024 |
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| Ensign Peak Advisors | 341k | $28M | 100% | Mar 2024 |
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| Royal Bank of Canada | 331k | $27M | -6% | Mar 2024 |
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| Hanna Zanoni | 317k | $26M | 100% | Mar 2024 |
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| Rhumbline Advisers | 273k | $22M | 0% | Mar 2024 |
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| TimesSquare Capital Management | 259k | $21M | -15% | Mar 2024 |
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| Summit Creek Advisors | 256k | $21M | 1% | Mar 2024 |
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| Df Dent & Co | 253k | $21M | 0% | Mar 2024 |
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| Man Group | 247k | $20M | -41% | Mar 2024 |
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| Glenmede Trust Company | 238k | $19M | 100% | Mar 2024 |
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| Ameriprise Financial | 223k | $18M | 100% | Mar 2024 |
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| Retirement Systems of Alabama | 216k | $19M | 101% | Jun 2024 |
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| Damian Sousa | 212k | $17M | -4% | Mar 2024 |
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| Cambiar Investors | 192k | $16M | -4% | Mar 2024 |
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| Barclays | 189k | $15M | -2% | Mar 2024 |
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| Wintrust Financial Corporation | 186k | $15M | -1% | Mar 2024 |
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| Alliancebernstein | 186k | $15M | 0% | Mar 2024 |
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| AQR Capital Management | 177k | $14M | 378% | Mar 2024 |
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| Swiss National Bank | 169k | $14M | 0% | Mar 2024 |
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| Citadel Advisors | 161k | $13M | -29% | Mar 2024 |
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| American International | 155k | $13M | -1% | Mar 2024 |
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| Mirae Asset Global Investments | 151k | $12M | 10% | Mar 2024 |
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| Scout Investments | 151k | $12M | 100% | Mar 2024 |
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| Raymond James & Associates | 149k | $13M | 11% | Jun 2024 |
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| Prudential Financial | 147k | $12M | -74% | Mar 2024 |
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| CalPERS | 147k | $12M | 1% | Mar 2024 |
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| Point72 Asset Management | 147k | $12M | -69% | Mar 2024 |
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| Overbrook Management Corp. | 143k | $12M | 100% | Jun 2024 |
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| Natixis Asset Management Advisors | 141k | $12M | 717% | Mar 2024 |
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| Motley Fool Wealth Management | 138k | $11M | -1% | Mar 2024 |
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| Credit Suisse | 135k | $11M | 0% | Mar 2024 |
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| Legal & General Group | 134k | $11M | 1% | Mar 2024 |
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| Motley Fool Asset Management | 119k | $9.7M | -2% | Mar 2024 |
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| Susquehanna International | 118k | $9.6M | 100% | Mar 2024 |
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| Peregrine Capital Management | 111k | $9.1M | -10% | Mar 2024 |
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| Envestnet Asset Management | 108k | $8.8M | 100% | Mar 2024 |
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| First Trust Advisors | 107k | $8.8M | 100% | Mar 2024 |
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| Advantage Alpha Capital Partners | 105k | $8.6M | 100% | Mar 2024 |
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| Ubs Global Asset Management Americas | 104k | $8.5M | 1% | Mar 2024 |
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| Manufacturers Life Insurance Company | 104k | $8.5M | 2% | Mar 2024 |
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| State of Wisconsin Investment Board | 99k | $8.1M | -11% | Mar 2024 |
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| Ohio Pers | 97k | $7.9M | -5% | Mar 2024 |
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| Mutual Of America Capital Management | 97k | $7.9M | -5% | Mar 2024 |
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| CastleArk Management | 91k | $7.4M | -12% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 90k | $7.3M | 1% | Mar 2024 |
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| GM Advisory | 89k | $7.3M | -26% | Mar 2024 |
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| HighTower Advisors | 89k | $7.2M | 1% | Mar 2024 |
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| Taylor Investment Counselors | 86k | $7.1M | 0% | Mar 2024 |
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| California State Teachers Retirement System | 86k | $7.0M | 100% | Mar 2024 |
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| Arrowstreet Capital, Limited Partnership | 84k | $6.9M | 229% | Mar 2024 |
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| Wells Fargo & Company | 84k | $6.9M | 2% | Mar 2024 |
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| New York State Teachers Retirement System | 83k | $7.1M | 0% | Jun 2024 |
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| Ing Investment Management | 76k | $6.2M | 100% | Mar 2024 |
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| Kornitzer Capital Management | 75k | $6.1M | 0% | Mar 2024 |
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| Texas Permanent School Fund | 75k | $6.1M | 2% | Mar 2024 |
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| Integrys Wealth Advisors | 75k | $6.5M | 0% | Jun 2024 |
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| Atlantic Trust | 71k | $5.8M | 100% | Mar 2024 |
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| Hsbc Holdings | 70k | $5.7M | 2% | Mar 2024 |
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| UMA Financial Services | 68k | $5.5M | 0% | Jun 2024 |
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| B. Metzler seel. Sohn & Co | 66k | $5.4M | 100% | Mar 2024 |
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| Great-West Life Assurance Company | 66k | $5.4M | 2% | Mar 2024 |
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| Fred Alger Management | 62k | $5.1M | -7% | Mar 2024 |
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| Thematics Asset Management | 61k | $4.9M | 100% | Mar 2024 |
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| Grandeur Peak Global Advisors | 59k | $4.8M | 100% | Mar 2024 |
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| Moody Aldrich Partners | 58k | $5.0M | 100% | Jun 2024 |
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| AH Lisanti Capital Growth | 58k | $4.7M | 100% | Mar 2024 |
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| Brian McDonald | 58k | $4.7M | 100% | Mar 2024 |
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| Gradient Investments | 55k | $4.7M | 2% | Jun 2024 |
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| Madison Asset Management | 54k | $4.4M | 11% | Mar 2024 |
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| T. Rowe Price Associates | 51k | $4.2M | 7% | Mar 2024 |
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| Oberweis Asset Management | 51k | $4.2M | 33% | Mar 2024 |
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| State of New Jersey Common Pension Fund D | 50k | $4.1M | 0% | Mar 2024 |
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| Oppenheimer Asset Management | 50k | $4.1M | 100% | Mar 2024 |
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| M^T Bank Corporation | 50k | $4.0M | 5% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 49k | $4.0M | 15% | Mar 2024 |
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| Teachers Retirement System Of The State Of Kentucky | 48k | $4.0M | -6% | Mar 2024 |
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| Neuberger Berman Group | 48k | $3.9M | 1% | Mar 2024 |
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| PEAK6 Investments | 47k | $3.9M | 75% | Mar 2024 |
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| Elk River Wealth Management | 47k | $3.8M | 100% | Mar 2024 |
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| Amalgamated Bank | 45k | $3.7M | -16% | Mar 2024 |
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| Luther King Capital Management Corporation | 43k | $3.5M | 0% | Mar 2024 |
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| Mckinley Capital Management | 43k | $3.5M | 24% | Mar 2024 |
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| Marshall Wace | 43k | $3.5M | 100% | Mar 2024 |
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| ClariVest Asset Management | 42k | $3.4M | 100% | Mar 2024 |
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| Russell Investments | 42k | $3.4M | -7% | Mar 2024 |
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| Yousif Capital Management | 40k | $3.2M | -2% | Mar 2024 |
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| LPL Financial | 36k | $3.0M | 100% | Mar 2024 |
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| Renaissance Group | 35k | $2.9M | 26% | Mar 2024 |
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| Summit Investment Advisors | 35k | $2.8M | 0% | Mar 2024 |
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| Nordea Investment Management Ab | 35k | $2.8M | -1% | Mar 2024 |
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| Chase Investment Counsel Corp. | 34k | $2.8M | 100% | Mar 2024 |
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| Beck Bode | 34k | $2.8M | -14% | Mar 2024 |
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| New York State Common Retirement Fund | 34k | $2.8M | 0% | Mar 2024 |
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| Thomas Stevens, CFA" | 33k | $2.7M | -1% | Mar 2024 |
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| State of Tennessee, Treasury Department | 33k | $2.7M | 100% | Mar 2024 |
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| Forest Hill Capital | 32k | $2.6M | 4% | Mar 2024 |
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| Amussen Hunsaker & Associates | 31k | $2.5M | 100% | Mar 2024 |
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| Advisory Research | 31k | $2.5M | 17% | Mar 2024 |
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| Teacher Retirement System Of Texas | 30k | $2.4M | 16% | Mar 2024 |
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| Vontobel Holding | 29k | $2.4M | -31% | Mar 2024 |
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| Agf Management | 27k | $2.2M | -35% | Mar 2024 |
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| Landscape Capital Management | 27k | $2.2M | 100% | Mar 2024 |
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| Jane Street | 27k | $2.2M | -81% | Mar 2024 |
|
| Graham Capital Management | 18k | $1.4M | -71% | Mar 2024 |
|
Who sold out of Healthequity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Norges Bank Investment Management | Dec 2023 | 656k | $44M |
| Diversify Advisory Services | Mar 2024 | 96k | $7.8M |
| Weiss Multi-strategy Advisers | Dec 2023 | 75k | $5.0M |
| Trexquant Investment | Dec 2023 | 75k | $5.0M |
| Twinbeech Capital | Dec 2023 | 68k | $4.5M |
| Eaton Financial Holdings Company | Dec 2023 | 39k | $2.6M |
| Parallax Volatility Advisers | Dec 2023 | 29k | $1.9M |