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HealthEquity (HQY) Institutional Ownership

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$83.36 +1.16 (+1.41%)
As of 04/14/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for HealthEquity (NASDAQ:HQY)

Current
Institutional Ownership
Percentage
99.55%
Number of
Institutional Buyers
(last 12 months)
270
Total
Institutional Inflows
(last 12 months)
$11.65B
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$687.71M
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HQY Institutional Buying and Selling by Quarter

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HealthEquity Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025City Center Advisors LLC2,836$251K0.3%-25.9%0.003%
4/14/2025UMB Bank n.a.848$75K0.0%+104.8%0.001%
4/11/2025Congress Asset Management Co.68,253$6.03M0.0%+168.0%0.079%
4/11/2025Radnor Capital Management LLC6,040$534K0.1%+6.2%0.007%
4/10/2025 Chesley Taft & Associates LLC12,622$1.12M0.1%+44.7%0.015%
4/10/2025 Portside Wealth Group LLC2,349$225K0.0%N/A0.003%
4/10/2025 Hennion & Walsh Asset Management Inc.3,137$277K0.0%+40.0%0.004%
4/10/2025 Whipplewood Advisors LLC774$68K0.0%+5,060.0%0.001%
4/9/2025 Inspirion Wealth Advisors LLC65,000$5.74M0.8%-13.3%0.075%
4/9/2025 Gradient Investments LLC20,587$1.82M0.0%-10.5%0.024%
4/8/2025 Rhumbline Advisers269,977$23.86M0.0%+1.0%0.312%
4/8/2025 BTC Capital Management Inc.5,593$494K0.0%-14.6%0.006%
4/7/2025 GAMMA Investing LLC138,829$122.68M0.0%+11,024.1%0.161%
4/3/2025 Versant Capital Management Inc322$28K0.0%N/A0.000%
3/24/2025Wellington Management Group LLP679,603$65.21M0.0%-1.6%0.784%
3/18/2025California State Teachers Retirement System81,549$7.83M0.0%-0.7%0.094%
3/17/2025Wealth Enhancement Advisory Services LLC5,115$491K0.0%+40.2%0.006%
3/10/2025Mattson Financial Services LLC1,721$165K0.1%-68.5%0.002%
2/27/2025ABLE Financial Group LLC21,725$2.09M0.6%+8.5%0.025%
2/20/2025Mackenzie Financial Corp1,935,154$185.68M0.2%-17.9%2.233%
2/20/2025Forum Financial Management LP2,232$214K0.0%N/A0.003%
2/19/2025Public Employees Retirement System of Ohio97,323$9.34M0.0%+6.1%0.112%
2/18/2025GTS Securities LLC2,493$239K0.0%N/A0.003%
2/18/2025AlphaQ Advisors LLC3,265$313K0.9%N/A0.004%
2/18/2025Castleark Management LLC102,930$9.88M0.3%+42.7%0.119%
2/18/2025Ashford Capital Management Inc.269,312$25.84M3.0%-11.8%0.311%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC366,753$35.19M0.0%+11.3%0.423%
2/17/2025Woodline Partners LP187,956$18.03M0.1%-44.2%0.217%
2/17/2025Two Sigma Investments LP13,822$1.33M0.0%-3.3%0.016%
2/17/2025Shay Capital LLC5,700$547K0.1%N/A0.007%
2/17/2025Royal Bank of Canada433,190$41.56M0.0%+10.6%0.500%
2/17/2025ProShare Advisors LLC28,253$2.71M0.0%+42.8%0.033%
2/17/2025Quantinno Capital Management LP3,174$305K0.0%N/A0.004%
2/17/2025Main Management ETF Advisors LLC9,968$956K0.0%-8.2%0.012%
2/17/2025Man Group plc217,782$20.90M0.1%+2.7%0.251%
2/17/2025Nomura Holdings Inc.11,566$1.11M0.0%N/A0.013%
2/17/2025Nicholas Investment Partners LP64,747$6.21M0.5%N/A0.075%
2/17/2025Nuveen Asset Management LLC548,725$52.65M0.0%-9.0%0.633%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.114,886$11.02M0.0%+4.6%0.133%
2/17/2025Iron Triangle Partners LP335,614$32.20M3.5%N/A0.387%
America’s Retirement Accounts Are at Risk—Here’s Why (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

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2/17/2025Janus Henderson Group PLC833,916$80.02M0.0%-7.3%0.962%
2/17/2025Forest Hill Capital LLC30,076$2.89M2.2%-20.0%0.035%
2/17/2025Ethic Inc.3,554$341K0.0%N/A0.004%
2/17/2025Ensign Peak Advisors Inc277,064$26.58M0.0%-17.4%0.320%
2/17/2025FORA Capital LLC5,582$536K0.1%N/A0.006%
2/17/2025Fred Alger Management LLC16,497$1.58M0.0%N/A0.019%
2/17/2025Frontier Capital Management Co. LLC43,760$4.20M0.0%N/A0.050%
2/17/2025Deutsche Bank AG118,199$11.34M0.0%+25.9%0.136%
2/17/2025EP Wealth Advisors LLC4,555$437K0.0%+9.7%0.005%
2/17/2025Cresset Asset Management LLC4,030$387K0.0%-6.7%0.005%
2/17/2025Cetera Investment Advisers3,572$343K0.0%+6.7%0.004%
2/17/2025Brevan Howard Capital Management LP2,089$200K0.0%N/A0.002%
2/17/2025Captrust Financial Advisors21,959$2.11M0.0%+117.7%0.025%
2/17/2025Brown Advisory Inc.2,086,026$200.15M0.3%+12.0%2.407%
2/17/2025Balyasny Asset Management L.P.14,779$1.42M0.0%N/A0.017%
2/17/2025Bamco Inc. NY780,000$74.84M0.2%+4.0%0.900%
2/17/2025Beck Bode LLC8,848$849K0.2%-1.1%0.010%
2/17/2025Bank of America Corp DE606,197$58.17M0.0%-6.3%0.700%
2/17/2025BNP Paribas Financial Markets16,876$1.62M0.0%-17.4%0.019%
2/17/2025Ameriprise Financial Inc.270,042$25.91M0.0%+56.4%0.312%
2/17/2025Aristotle Capital Boston LLC573,441$55.02M2.0%+6.5%0.662%
2/17/2025ArrowMark Colorado Holdings LLC871,762$83.65M1.1%-11.6%1.006%
2/17/2025Aristeia Capital L.L.C.2,177$209K0.0%N/A0.003%
2/14/2025Jane Street Group LLC16,852$1.62M0.0%-80.6%0.019%
2/14/2025Comerica Bank48,915$4.69M0.0%-2.7%0.056%
2/14/2025Kapitalo Investimentos Ltda933$90K0.1%N/A0.001%
2/14/2025AQR Capital Management LLC234,681$22.52M0.0%-38.8%0.271%
2/14/2025Northern Trust Corp1,155,043$110.83M0.0%+11.7%1.333%
2/14/2025The Manufacturers Life Insurance Company 99,028$9.50M0.0%-1.6%0.114%
2/14/2025Public Employees Retirement Association of Colorado9,194$882K0.0%-1.2%0.011%
2/14/2025Oberweis Asset Management Inc.91,500$8.78M0.4%+8.4%0.106%
2/14/2025Hancock Whitney Corp13,326$1.28M0.0%+1.0%0.015%
2/14/2025Voya Investment Management LLC78,072$7.49M0.0%+70.2%0.090%
2/14/2025RiverPark Advisors LLC1,753$168K0.1%-37.7%0.002%
2/14/2025Adage Capital Partners GP L.L.C.8,000$768K0.0%N/A0.009%
2/14/2025Fuller & Thaler Asset Management Inc.502,572$48.22M0.2%+8.7%0.580%
2/14/2025T. Rowe Price Investment Management Inc.814,034$78.11M0.0%N/A0.939%
2/14/2025Price T Rowe Associates Inc. MD58,357$5.60M0.0%+7.9%0.067%
2/14/2025Pinebridge Investments L.P.27,549$2.64M0.0%+42.7%0.032%
2/14/2025Greenhouse Funds LLLP884,404$84.86M3.5%+11.6%1.021%
2/14/2025Eversept Partners LP386,697$37.10M3.3%+21.2%0.446%
2/14/2025Hsbc Holdings PLC2,694$259K0.0%-96.4%0.003%
2/14/2025Stifel Financial Corp22,232$2.13M0.0%+15.4%0.026%
2/14/2025State of Tennessee Department of Treasury26,900$2.58M0.0%-2.7%0.031%
2/14/2025Tower Research Capital LLC TRC 8,247$791K0.0%+105.7%0.010%
2/14/2025Teachers Retirement System of The State of Kentucky45,834$4.40M0.0%+2.9%0.053%
2/14/2025Thematics Asset Management56,587$5.43M0.2%-2.0%0.065%
2/14/2025Transce3nd LLC300$29K0.0%N/A0.000%
2/14/2025Kayne Anderson Rudnick Investment Management LLC772,781$74.15M0.2%+35.8%0.892%
2/14/2025MetLife Investment Management LLC99,019$9.50M0.1%+8.3%0.114%
America’s Retirement Accounts Are at Risk—Here’s Why (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
2/14/2025Dimensional Fund Advisors LP1,582,823$151.88M0.0%+0.1%1.826%
2/14/2025First Trust Advisors LP84,307$8.09M0.0%-42.2%0.097%
2/14/2025Forum Financial Management LP2,232$214K0.0%N/A0.003%
2/14/2025Commerce Bank6,092$585K0.0%-23.2%0.007%
2/14/20251492 Capital Management LLC45,394$4.36M2.1%-1.0%0.052%
2/13/2025Canada Pension Plan Investment Board7,200$691K0.0%-58.6%0.008%
2/13/2025Zacks Investment Management30,153$2.89M0.0%-4.1%0.035%
2/13/2025Wasatch Advisors LP7,513,745$720.94M3.6%-3.2%8.670%
2/13/2025NewEdge Advisors LLC12,983$1.25M0.0%+3.0%0.015%
2/13/2025Iron Gate Global Advisors LLC23,888$2.29M0.3%-5.3%0.028%
(Data available from 1/1/2016 forward)

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HQY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HQY shares?

During the previous two years, 433 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Wealthfront Advisers LLC ($10.30B), Vanguard Group Inc. ($861.26M), Wasatch Advisors LP ($720.94M), BlackRock Inc. ($653.26M), FMR LLC ($519.65M), State Street Corp ($256.35M), and Geode Capital Management LLC ($200.52M).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 361 institutional investors that purchased HealthEquity stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthfront Advisers LLC ($107.39M), Motley Fool Asset Management LLC ($3.68M), Wasatch Advisors LP ($3.03M), Norges Bank ($1.43M), Clearbridge Investments LLC ($1.26M), FMR LLC ($1.24M), and Mackenzie Financial Corp ($990.89K).

How much institutional buying is happening at HealthEquity?

Institutional investors have bought a total of 135,630,114 shares in the last 24 months. This purchase volume represents approximately $12.49B in transactions.

Which HealthEquity major shareholders have been selling company stock?

Of the 231 institutional investors that sold HealthEquity stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($1.26M), William Blair Investment Management LLC ($1.08M), TimesSquare Capital Management LLC ($860.72K), Allspring Global Investments Holdings LLC ($606.71K), JPMorgan Chase & Co. ($578.21K), Mackenzie Financial Corp ($553.99K), and Victory Capital Management Inc. ($507.70K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 14,350,464 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


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This page (NASDAQ:HQY) was last updated on 4/15/2025 by MarketBeat.com Staff
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