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HealthEquity (HQY) Institutional Ownership

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$104.74 +2.32 (+2.27%)
Closing price 04:00 PM Eastern
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$104.28 -0.46 (-0.44%)
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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)
192
Total
Institutional Inflows
(last 12 months)
$946.06M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$435.88M
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HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Gradient Investments LLC23,003$2.21M0.0%-5.6%0.027%
1/21/2025Curated Wealth Partners LLC2,521$242K0.0%N/A0.003%
1/21/2025Exchange Traded Concepts LLC9,813$942K0.0%+2.6%0.011%
1/17/2025 Inspire Investing LLC6,932$665K0.1%-71.1%0.008%
1/17/2025 Janney Montgomery Scott LLC5,352$514K0.0%+8.5%0.006%
1/17/2025 SG Americas Securities LLC5,455$523K0.0%-53.3%0.006%
1/17/2025 Nisa Investment Advisors LLC3,719$357K0.0%+8.7%0.004%
1/17/2025 Sheets Smith Wealth Management7,965$764K0.1%+3.5%0.009%
1/17/2025 Atomi Financial Group Inc.3,553$341K0.0%+39.8%0.004%
1/17/2025 Chesley Taft & Associates LLC8,725$837K0.0%N/A0.010%
1/16/2025 Ballentine Partners LLC2,377$228K0.0%N/A0.003%
1/16/2025 Overbrook Management Corp73,283$7.03M1.5%-0.4%0.085%
1/16/2025 UMB Bank n.a.414$40K0.0%+65.6%0.000%
1/15/2025 HB Wealth Management LLC2,717$261K0.0%N/A0.003%
1/15/2025 Arkadios Wealth Advisors4,753$456K0.0%-3.7%0.005%
1/15/2025 Avanza Fonder AB3,972$381K0.0%N/A0.005%
1/15/2025 Hennion & Walsh Asset Management Inc.2,240$215K0.0%N/A0.003%
1/14/2025 Radnor Capital Management LLC5,690$546K0.1%+8.3%0.007%
1/14/2025 Covea Finance18,000$1.73M0.1%N/A0.021%
1/14/2025 Assenagon Asset Management S.A.15,128$1.45M0.0%N/A0.017%
1/14/2025 Fifth Third Wealth Advisors LLC2,810$270K0.0%-3.7%0.003%
1/6/2025 Nordea Investment Management AB59,812$5.75M0.0%+4.8%0.069%
1/3/2025 Everence Capital Management Inc.2,430$233K0.0%N/A0.003%
1/3/2025 GAMMA Investing LLC1,248$120K0.0%+32.9%0.001%
12/26/2024JPMorgan Chase & Co.1,215,321$99.47M0.0%-17.2%1.402%
12/19/2024Principal Financial Group Inc.242,405$19.84M0.0%-28.2%0.280%
12/6/2024Retirement Systems of Alabama214,603$17.57M0.1%-0.8%0.248%
11/27/2024Franklin Resources Inc.1,640,215$139.37M0.0%+0.7%1.893%
11/25/2024Tidal Investments LLC3,543$290K0.0%-2.7%0.004%
11/25/2024Cim Investment Management Inc.4,142$339K0.1%-5.3%0.005%
11/25/2024Wilmington Savings Fund Society FSB1,832$150K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC3,176$260K0.0%N/A0.004%
11/18/2024Teachers Retirement System of The State of Kentucky44,552$3.65M0.0%-8.0%0.051%
11/18/2024Neo Ivy Capital Management5,770$472K0.2%N/A0.007%
11/18/2024Ashford Capital Management Inc.305,222$24.98M3.1%-0.8%0.350%
11/16/2024Geode Capital Management LLC2,078,977$170.20M0.0%+0.7%2.381%
11/15/2024M&T Bank Corp49,447$4.05M0.0%+0.7%0.057%
11/15/2024Barclays PLC166,492$13.63M0.0%+209.3%0.192%
11/15/2024Public Employees Retirement System of Ohio91,754$7.51M0.0%+5.6%0.105%
11/15/2024Main Management ETF Advisors LLC10,864$889K0.0%N/A0.012%
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11/15/2024Zacks Investment Management31,456$2.58M0.0%+10.8%0.036%
11/15/2024DF Dent & Co. Inc.296,579$24.28M0.3%+26.4%0.340%
11/15/2024Castleark Management LLC72,130$5.90M0.2%-19.7%0.083%
11/15/2024EP Wealth Advisors LLC4,152$340K0.0%N/A0.005%
11/15/2024Wellington Management Group LLP690,439$56.51M0.0%-3.4%0.791%
11/15/2024State Street Corp3,131,900$256.35M0.0%+0.8%3.587%
11/15/2024Stifel Financial Corp19,268$1.58M0.0%-10.1%0.022%
11/15/2024Quarry LP1,349$110K0.0%+418.8%0.002%
11/15/2024Motley Fool Asset Management LLC111,757$8.97M0.5%+0.5%0.128%
11/15/2024Motley Fool Wealth Management LLC141,135$11.55M0.6%-1.6%0.162%
11/15/2024Iron Gate Global Advisors LLC25,218$2.06M0.3%-6.3%0.029%
11/15/2024Janus Henderson Group PLC899,240$73.60M0.0%-18.4%1.030%
11/15/2024HighTower Advisors LLC90,705$7.42M0.0%-17.9%0.104%
11/15/2024Holocene Advisors LP15,227$1.25M0.0%N/A0.017%
11/15/2024Centiva Capital LP4,471$366K0.0%N/A0.005%
11/15/2024ArrowMark Colorado Holdings LLC985,834$80.69M1.0%-12.0%1.129%
11/15/2024Aureus Asset Management LLC423,082$34.63M2.3%-5.1%0.485%
11/15/2024Bamco Inc. NY750,000$61.39M0.2%-6.3%0.859%
11/14/2024Wasatch Advisors LP7,758,890$635.07M3.1%+6.6%8.885%
11/14/2024Edgestream Partners L.P.15,008$1.23M0.1%N/A0.017%
11/14/2024Captrust Financial Advisors10,088$826K0.0%-10.8%0.012%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC329,477$26.97M0.0%+1.9%0.377%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank22,526$1.84M0.0%+28.5%0.026%
11/14/2024MetLife Investment Management LLC91,401$7.48M0.0%-1.8%0.105%
11/13/2024Glenmede Trust Co. NA243,177$19.90M0.1%-1.6%0.278%
11/13/2024Townsquare Capital LLC22,292$1.83M0.0%+3.9%0.026%
11/13/2024BNP Paribas Financial Markets20,437$1.67M0.0%+165.7%0.023%
11/13/2024Advantage Alpha Capital Partners LP83,092$6.80M1.5%-21.1%0.095%
11/13/2024FMR LLC5,290,116$433.00M0.0%-0.7%6.058%
11/13/2024The Manufacturers Life Insurance Company100,671$8.24M0.0%-3.7%0.115%
11/13/2024Loomis Sayles & Co. L P1,126,645$92.22M0.1%+2.2%1.290%
11/13/2024Daiwa Securities Group Inc.1,800$147K0.0%-10.0%0.002%
11/12/2024Cerity Partners LLC17,259$1.41M0.0%+15.1%0.020%
11/12/2024Nicolet Advisory Services LLC4,218$330K0.0%+5.8%0.005%
11/12/2024Citigroup Inc.102,107$8.36M0.0%+73.0%0.117%
11/12/2024Raymond James Trust N.A.2,905$238K0.0%+4.8%0.003%
11/12/2024Eagle Asset Management Inc.141,939$11.62M0.1%-22.0%0.163%
11/12/2024Charles Schwab Investment Management Inc.1,061,807$86.91M0.0%+1.4%1.216%
11/12/2024Massachusetts Financial Services Co. MA484,782$39.68M0.0%+7.4%0.555%
11/9/2024Landscape Capital Management L.L.C.50,784$4.16M0.4%N/A0.058%
11/9/2024 Overbrook Management Corp73,544$6.02M1.4%-48.4%0.084%
11/9/2024Intech Investment Management LLC21,064$1.72M0.0%+59.5%0.024%
11/8/2024King Luther Capital Management Corp45,847$3.75M0.0%+1.2%0.053%
11/8/2024Connor Clark & Lunn Investment Management Ltd.109,162$8.94M0.0%+28.6%0.125%
11/8/2024Commerce Bank7,933$649K0.0%-2.9%0.009%
11/8/2024Segall Bryant & Hamill LLC67,644$5.54M0.1%-3.9%0.077%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG69,339$5.68M0.1%N/A0.079%
11/7/2024Pathstone Holdings LLC16,778$1.37M0.0%-24.6%0.019%
11/7/2024Swiss National Bank169,900$13.91M0.0%+0.4%0.195%
11/7/2024Thrivent Financial for Lutherans293,624$24.03M0.0%+33.3%0.336%
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11/7/2024RiverPark Advisors LLC2,814$230K0.2%N/A0.003%
11/6/2024Mutual of America Capital Management LLC97,718$8.00M0.1%+0.7%0.112%
11/6/2024Vaughan Nelson Investment Management L.P.843,423$69.03M0.6%+36.7%0.966%
11/6/2024Natixis Advisors LLC209,175$17.12M0.0%+29.8%0.240%
11/6/2024Cornercap Investment Counsel Inc.7,405$606K0.2%-57.0%0.008%
11/6/2024Zions Bancorporation N.A.20,608$1.69M0.1%+15.8%0.024%
11/6/2024KBC Group NV2,463$202K0.0%+16.1%0.003%
11/6/2024Oppenheimer Asset Management Inc.69,139$5.66M0.1%+7.7%0.079%
11/5/2024Chase Investment Counsel Corp5,923$484K0.2%-85.5%0.007%
11/5/2024Geneva Capital Management LLC842,009$68.92M1.2%+0.1%0.964%
(Data available from 1/1/2016 forward)

HQY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HQY shares?

During the previous two years, 365 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were Vanguard Group Inc. ($715.78M), BlackRock Inc. ($653.26M), Wasatch Advisors LP ($635.07M), FMR LLC ($433.00M), State Street Corp ($256.35M), Clearbridge Investments LLC ($204.92M), and Mackenzie Financial Corp ($203.82M).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 295 institutional investors that purchased HealthEquity stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Motley Fool Asset Management LLC ($3.67M), Wasatch Advisors LP ($3.03M), Clearbridge Investments LLC ($2.08M), FMR LLC ($1.11M), Mackenzie Financial Corp ($990.89K), Vaughan Nelson Investment Management L.P. ($843.42K), and Norges Bank ($655.84K).

How much institutional buying is happening at HealthEquity?

Institutional investors have bought a total of 24,520,350 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

Which HealthEquity major shareholders have been selling company stock?

Of the 202 institutional investors that sold HealthEquity stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: William Blair Investment Management LLC ($1.43M), Wasatch Advisors LP ($1.01M), Victory Capital Management Inc. ($969.14K), TimesSquare Capital Management LLC ($702.42K), ArrowMark Colorado Holdings LLC ($616.11K), Credit Suisse AG ($539.51K), and Allspring Global Investments Holdings LLC ($520.17K).

How much institutional selling is happening at HealthEquity?

Institutional investors have sold a total of 13,429,640 shares in the last 24 months. This volume of shares sold represents approximately $928.04M in transactions.


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This page (NASDAQ:HQY) was last updated on 1/21/2025 by MarketBeat.com Staff
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