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HealthEquity (HQY) Institutional Ownership

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$90.79 +0.47 (+0.52%)
As of 12:22 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)
269
Total
Institutional Inflows
(last 12 months)
$11.63B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$687.29M
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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
3/24/2025 Wellington Management Group LLP679,603$65.21M0.0%-1.6%0.784%
3/18/2025 California State Teachers Retirement System81,549$7.83M0.0%-0.7%0.094%
3/17/2025 Wealth Enhancement Advisory Services LLC5,115$491K0.0%+40.2%0.006%
3/10/2025 Mattson Financial Services LLC1,721$165K0.1%-68.5%0.002%
2/27/2025 ABLE Financial Group LLC21,725$2.09M0.6%+8.5%0.025%
2/20/2025 Mackenzie Financial Corp1,935,154$185.68M0.2%-17.9%2.233%
2/20/2025 Forum Financial Management LP2,232$214K0.0%N/A0.003%
2/19/2025 Public Employees Retirement System of Ohio97,323$9.34M0.0%+6.1%0.112%
2/18/2025 GTS Securities LLC2,493$239K0.0%N/A0.003%
2/18/2025 AlphaQ Advisors LLC3,265$313K0.9%N/A0.004%
2/18/2025 Castleark Management LLC102,930$9.88M0.3%+42.7%0.119%
2/18/2025 Ashford Capital Management Inc.269,312$25.84M3.0%-11.8%0.311%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC366,753$35.19M0.0%+11.3%0.423%
2/17/2025 Woodline Partners LP187,956$18.03M0.1%-44.2%0.217%
2/17/2025 Two Sigma Investments LP13,822$1.33M0.0%-3.3%0.016%
2/17/2025 Shay Capital LLC5,700$547K0.1%N/A0.007%
2/17/2025 Royal Bank of Canada433,190$41.56M0.0%+10.6%0.500%
2/17/2025 ProShare Advisors LLC28,253$2.71M0.0%+42.8%0.033%
2/17/2025 Quantinno Capital Management LP3,174$305K0.0%N/A0.004%
2/17/2025 Main Management ETF Advisors LLC9,968$956K0.0%-8.2%0.012%
2/17/2025 Man Group plc217,782$20.90M0.1%+2.7%0.251%
2/17/2025 Nomura Holdings Inc.11,566$1.11M0.0%N/A0.013%
2/17/2025 Nicholas Investment Partners LP64,747$6.21M0.5%N/A0.075%
2/17/2025 Nuveen Asset Management LLC548,725$52.65M0.0%-9.0%0.633%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.114,886$11.02M0.0%+4.6%0.133%
2/17/2025 Iron Triangle Partners LP335,614$32.20M3.5%N/A0.387%
2/17/2025 Janus Henderson Group PLC833,916$80.02M0.0%-7.3%0.962%
2/17/2025 Forest Hill Capital LLC30,076$2.89M2.2%-20.0%0.035%
2/17/2025 Ethic Inc.3,554$341K0.0%N/A0.004%
2/17/2025 Ensign Peak Advisors Inc277,064$26.58M0.0%-17.4%0.320%
2/17/2025 FORA Capital LLC5,582$536K0.1%N/A0.006%
2/17/2025 Fred Alger Management LLC16,497$1.58M0.0%N/A0.019%
2/17/2025 Frontier Capital Management Co. LLC43,760$4.20M0.0%N/A0.050%
2/17/2025 Deutsche Bank AG118,199$11.34M0.0%+25.9%0.136%
2/17/2025 EP Wealth Advisors LLC4,555$437K0.0%+9.7%0.005%
2/17/2025 Cresset Asset Management LLC4,030$387K0.0%-6.7%0.005%
2/17/2025 Cetera Investment Advisers3,572$343K0.0%+6.7%0.004%
2/17/2025 Brevan Howard Capital Management LP2,089$200K0.0%N/A0.002%
2/17/2025 Captrust Financial Advisors21,959$2.11M0.0%+117.7%0.025%
2/17/2025 Brown Advisory Inc.2,086,026$200.15M0.3%+12.0%2.407%
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2/17/2025 Balyasny Asset Management L.P.14,779$1.42M0.0%N/A0.017%
2/17/2025 Bamco Inc. NY780,000$74.84M0.2%+4.0%0.900%
2/17/2025 Beck Bode LLC8,848$849K0.2%-1.1%0.010%
2/17/2025 Bank of America Corp DE606,197$58.17M0.0%-6.3%0.700%
2/17/2025 BNP Paribas Financial Markets16,876$1.62M0.0%-17.4%0.019%
2/17/2025 Ameriprise Financial Inc.270,042$25.91M0.0%+56.4%0.312%
2/17/2025 Aristotle Capital Boston LLC573,441$55.02M2.0%+6.5%0.662%
2/17/2025 ArrowMark Colorado Holdings LLC871,762$83.65M1.1%-11.6%1.006%
2/17/2025 Aristeia Capital L.L.C.2,177$209K0.0%N/A0.003%
2/14/2025 Jane Street Group LLC16,852$1.62M0.0%-80.6%0.019%
2/14/2025 Comerica Bank48,915$4.69M0.0%-2.7%0.056%
2/14/2025 Kapitalo Investimentos Ltda933$90K0.1%N/A0.001%
2/14/2025 AQR Capital Management LLC234,681$22.52M0.0%-38.8%0.271%
2/14/2025 Northern Trust Corp1,155,043$110.83M0.0%+11.7%1.333%
2/14/2025 The Manufacturers Life Insurance Company 99,028$9.50M0.0%-1.6%0.114%
2/14/2025 Public Employees Retirement Association of Colorado9,194$882K0.0%-1.2%0.011%
2/14/2025 Oberweis Asset Management Inc.91,500$8.78M0.4%+8.4%0.106%
2/14/2025 Hancock Whitney Corp13,326$1.28M0.0%+1.0%0.015%
2/14/2025 Voya Investment Management LLC78,072$7.49M0.0%+70.2%0.090%
2/14/2025 RiverPark Advisors LLC1,753$168K0.1%-37.7%0.002%
2/14/2025 Adage Capital Partners GP L.L.C.8,000$768K0.0%N/A0.009%
2/14/2025 Fuller & Thaler Asset Management Inc.502,572$48.22M0.2%+8.7%0.580%
2/14/2025 T. Rowe Price Investment Management Inc.814,034$78.11M0.0%N/A0.939%
2/14/2025 Price T Rowe Associates Inc. MD58,357$5.60M0.0%+7.9%0.067%
2/14/2025 Pinebridge Investments L.P.27,549$2.64M0.0%+42.7%0.032%
2/14/2025 Greenhouse Funds LLLP884,404$84.86M3.5%+11.6%1.021%
2/14/2025 Eversept Partners LP386,697$37.10M3.3%+21.2%0.446%
2/14/2025 Hsbc Holdings PLC2,694$259K0.0%-96.4%0.003%
2/14/2025 Stifel Financial Corp22,232$2.13M0.0%+15.4%0.026%
2/14/2025 State of Tennessee Department of Treasury26,900$2.58M0.0%-2.7%0.031%
2/14/2025 Tower Research Capital LLC TRC 8,247$791K0.0%+105.7%0.010%
2/14/2025 Teachers Retirement System of The State of Kentucky45,834$4.40M0.0%+2.9%0.053%
2/14/2025 Thematics Asset Management56,587$5.43M0.2%-2.0%0.065%
2/14/2025 Transce3nd LLC300$29K0.0%N/A0.000%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC772,781$74.15M0.2%+35.8%0.892%
2/14/2025 MetLife Investment Management LLC99,019$9.50M0.1%+8.3%0.114%
2/14/2025 Dimensional Fund Advisors LP1,582,823$151.88M0.0%+0.1%1.826%
2/14/2025 First Trust Advisors LP84,307$8.09M0.0%-42.2%0.097%
2/14/2025 Forum Financial Management LP2,232$214K0.0%N/A0.003%
2/14/2025 Commerce Bank6,092$585K0.0%-23.2%0.007%
2/14/2025 1492 Capital Management LLC45,394$4.36M2.1%-1.0%0.052%
2/13/2025 Canada Pension Plan Investment Board7,200$691K0.0%-58.6%0.008%
2/13/2025 Zacks Investment Management30,153$2.89M0.0%-4.1%0.035%
2/13/2025 Wasatch Advisors LP7,513,745$720.94M3.6%-3.2%8.670%
2/13/2025 NewEdge Advisors LLC12,983$1.25M0.0%+3.0%0.015%
2/13/2025 Iron Gate Global Advisors LLC23,888$2.29M0.3%-5.3%0.028%
2/13/2025 Guggenheim Capital LLC14,347$1.38M0.0%+27.2%0.017%
2/13/2025 XTX Topco Ltd4,500$432K0.0%N/A0.005%
2/13/2025 Mariner LLC13,309$1.28M0.0%+1.8%0.015%
2/13/2025 Barclays PLC200,341$19.22M0.0%+20.3%0.231%
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2/13/2025 Ameritas Investment Partners Inc.33,856$3.25M0.1%+0.3%0.039%
2/13/2025 Optimize Financial Inc2,772$266K0.2%N/A0.003%
2/13/2025 Townsquare Capital LLC20,846$2M0.0%-6.5%0.024%
2/13/2025 Cim Investment Management Inc.3,972$381K0.1%-4.1%0.005%
2/13/2025 Next Century Growth Investors LLC75,521$7.25M0.5%-35.3%0.087%
2/13/2025 Grandeur Peak Global Advisors LLC130,377$12.51M1.1%+3.6%0.150%
2/13/2025 Quinn Opportunity Partners LLC13,470$1.29M0.1%N/A0.016%
2/13/2025 Bessemer Group Inc.296,828$28.48M0.0%+63.1%0.343%
2/13/2025 Ranger Investment Management L.P.305,883$29.35M1.9%+17.3%0.353%
2/13/2025 Raymond James Financial Inc.476,577$45.73M0.0%N/A0.550%
(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, 431 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 360 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 135,489,919 shares in the last 24 months. This purchase volume represents approximately $12.47B 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 14,348,660 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 3/25/2025 by MarketBeat.com Staff
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