HealthEquity (HQY) Institutional Ownership

$94.95 +0.19 (+0.20%)

(As of 12/20/2024 05:31 PM ET)

Current Institutional Ownership Percentage: 99.55%
Number of Institutional Buyers (last 12 months): 182
Total Institutional Inflows (last 12 months): $941.12M

Number of Institutional Sellers (last 12 months): 134
Total Institutional Outflows (last 12 months): $424.86M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	242,405	$19.84M	0.0%	-28.2%	0.280%
12/6/2024	Retirement Systems of Alabama	214,603	$17.57M	0.1%	-0.8%	0.246%
11/27/2024	Franklin Resources Inc.	1,640,215	$139.37M	0.0%	+0.7%	1.878%
11/25/2024	Tidal Investments LLC	3,543	$290K	0.0%	-2.7%	0.004%
11/25/2024	Cim Investment Management Inc.	4,142	$339K	0.1%	-5.3%	0.005%
11/25/2024	Wilmington Savings Fund Society FSB	1,832	$150K	0.0%	N/A	0.002%
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11/25/2024	Sanctuary Advisors LLC	3,176	$260K	0.0%	N/A	0.004%
11/18/2024	Teachers Retirement System of The State of Kentucky	44,552	$3.65M	0.0%	-8.0%	0.051%
11/18/2024	Neo Ivy Capital Management	5,770	$472K	0.2%	N/A	0.007%
11/18/2024	Ashford Capital Management Inc.	305,222	$24.98M	3.1%	-0.8%	0.350%
11/16/2024	Geode Capital Management LLC	2,078,977	$170.20M	0.0%	+0.7%	2.381%
11/15/2024	M&T Bank Corp	49,447	$4.05M	0.0%	+0.7%	0.057%
11/15/2024	Barclays PLC	166,492	$13.63M	0.0%	+209.3%	0.191%
11/15/2024	Public Employees Retirement System of Ohio	91,754	$7.51M	0.0%	+5.6%	0.105%
11/15/2024	Main Management ETF Advisors LLC	10,864	$889K	0.0%	N/A	0.012%
11/15/2024	Zacks Investment Management	31,456	$2.58M	0.0%	+10.8%	0.036%
11/15/2024	DF Dent & Co. Inc.	296,579	$24.28M	0.3%	+26.4%	0.340%
11/15/2024	Castleark Management LLC	72,130	$5.90M	0.2%	-19.7%	0.083%
11/15/2024	EP Wealth Advisors LLC	4,152	$340K	0.0%	N/A	0.005%
11/15/2024	Wellington Management Group LLP	690,439	$56.51M	0.0%	-3.4%	0.791%
11/15/2024	State Street Corp	3,131,900	$256.35M	0.0%	+0.8%	3.587%
11/15/2024	Stifel Financial Corp	19,268	$1.58M	0.0%	-10.1%	0.022%
11/15/2024	Quarry LP	1,349	$110K	0.0%	+418.8%	0.002%
11/15/2024	Motley Fool Asset Management LLC	111,757	$8.97M	0.5%	+0.5%	0.128%
11/15/2024	Motley Fool Wealth Management LLC	141,135	$11.55M	0.6%	-1.6%	0.162%
11/15/2024	Iron Gate Global Advisors LLC	25,218	$2.06M	0.3%	-6.3%	0.029%
11/15/2024	Janus Henderson Group PLC	899,240	$73.60M	0.0%	-18.4%	1.030%
11/15/2024	HighTower Advisors LLC	90,705	$7.42M	0.0%	-17.9%	0.104%
11/15/2024	Holocene Advisors LP	15,227	$1.25M	0.0%	N/A	0.017%
11/15/2024	Centiva Capital LP	4,471	$366K	0.0%	N/A	0.005%
11/15/2024	ArrowMark Colorado Holdings LLC	985,834	$80.69M	1.0%	-12.0%	1.129%
11/15/2024	Aureus Asset Management LLC	423,082	$34.63M	2.3%	-5.1%	0.485%
11/15/2024	Bamco Inc. NY	750,000	$61.39M	0.2%	-6.3%	0.859%
11/14/2024	Wasatch Advisors LP	7,758,890	$635.07M	3.1%	+6.6%	8.885%
11/14/2024	Edgestream Partners L.P.	15,008	$1.23M	0.1%	N/A	0.017%
11/14/2024	Captrust Financial Advisors	10,088	$826K	0.0%	-10.8%	0.012%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	329,477	$26.97M	0.0%	+1.9%	0.377%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	22,526	$1.84M	0.0%	+28.5%	0.026%
11/14/2024	MetLife Investment Management LLC	91,401	$7.48M	0.0%	-1.8%	0.105%
11/13/2024	Glenmede Trust Co. NA	243,177	$19.90M	0.1%	-1.6%	0.278%
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11/13/2024	Townsquare Capital LLC	22,292	$1.83M	0.0%	+3.9%	0.026%
11/13/2024	BNP Paribas Financial Markets	20,437	$1.67M	0.0%	+165.7%	0.023%
11/13/2024	Advantage Alpha Capital Partners LP	83,092	$6.80M	1.5%	-21.1%	0.095%
11/13/2024	FMR LLC	5,290,116	$433.00M	0.0%	-0.7%	6.058%
11/13/2024	The Manufacturers Life Insurance Company	100,671	$8.24M	0.0%	-3.7%	0.115%
11/13/2024	Loomis Sayles & Co. L P	1,126,645	$92.22M	0.1%	+2.2%	1.290%
11/13/2024	Daiwa Securities Group Inc.	1,800	$147K	0.0%	-10.0%	0.002%
11/12/2024	Cerity Partners LLC	17,259	$1.41M	0.0%	+15.1%	0.020%
11/12/2024	Nicolet Advisory Services LLC	4,218	$330K	0.0%	+5.8%	0.005%
11/12/2024	Citigroup Inc.	102,107	$8.36M	0.0%	+73.0%	0.117%
11/12/2024	Raymond James Trust N.A.	2,905	$238K	0.0%	+4.8%	0.003%
11/12/2024	Eagle Asset Management Inc.	141,939	$11.62M	0.1%	-22.0%	0.163%
11/12/2024	Charles Schwab Investment Management Inc.	1,061,807	$86.91M	0.0%	+1.4%	1.216%
11/12/2024	Massachusetts Financial Services Co. MA	484,782	$39.68M	0.0%	+7.4%	0.555%
11/9/2024	Landscape Capital Management L.L.C.	50,784	$4.16M	0.4%	N/A	0.058%
11/9/2024	Overbrook Management Corp	73,544	$6.02M	1.4%	-48.4%	0.084%
11/9/2024	Intech Investment Management LLC	21,064	$1.72M	0.0%	+59.5%	0.024%
11/8/2024	King Luther Capital Management Corp	45,847	$3.75M	0.0%	+1.2%	0.053%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	109,162	$8.94M	0.0%	+28.6%	0.125%
11/8/2024	Commerce Bank	7,933	$649K	0.0%	-2.9%	0.009%
11/8/2024	Segall Bryant & Hamill LLC	67,644	$5.54M	0.1%	-3.9%	0.077%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	69,339	$5.68M	0.1%	N/A	0.079%
11/7/2024	Pathstone Holdings LLC	16,778	$1.37M	0.0%	-24.6%	0.019%
11/7/2024	Swiss National Bank	169,900	$13.91M	0.0%	+0.4%	0.195%
11/7/2024	Thrivent Financial for Lutherans	293,624	$24.03M	0.0%	+33.3%	0.336%
11/7/2024	RiverPark Advisors LLC	2,814	$230K	0.2%	N/A	0.003%
11/6/2024	Mutual of America Capital Management LLC	97,718	$8.00M	0.1%	+0.7%	0.112%
11/6/2024	Vaughan Nelson Investment Management L.P.	843,423	$69.03M	0.6%	+36.7%	0.966%
11/6/2024	Natixis Advisors LLC	209,175	$17.12M	0.0%	+29.8%	0.240%
11/6/2024	Cornercap Investment Counsel Inc.	7,405	$606K	0.2%	-57.0%	0.008%
11/6/2024	Zions Bancorporation N.A.	20,608	$1.69M	0.1%	+15.8%	0.024%
11/6/2024	KBC Group NV	2,463	$202K	0.0%	+16.1%	0.003%
11/6/2024	Oppenheimer Asset Management Inc.	69,139	$5.66M	0.1%	+7.7%	0.079%
11/5/2024	Chase Investment Counsel Corp	5,923	$484K	0.2%	-85.5%	0.007%
11/5/2024	Geneva Capital Management LLC	842,009	$68.92M	1.2%	+0.1%	0.964%
11/5/2024	Carrera Capital Advisors	15,868	$1.30M	0.3%	N/A	0.018%
11/5/2024	Victory Capital Management Inc.	267,597	$21.90M	0.0%	-19.1%	0.306%
11/5/2024	GSA Capital Partners LLP	7,797	$638K	0.0%	N/A	0.009%
11/4/2024	GDS Wealth Management	28,638	$2.34M	0.2%	N/A	0.033%
11/4/2024	Los Angeles Capital Management LLC	55,597	$4.55M	0.0%	+92.3%	0.064%
11/4/2024	Crossmark Global Holdings Inc.	5,978	$489K	0.0%	-47.0%	0.007%
11/4/2024	TimesSquare Capital Management LLC	223,298	$18.28M	0.3%	-20.7%	0.256%
11/2/2024	Covestor Ltd	1,524	$125K	0.1%	+27.4%	0.002%
11/1/2024	Atria Investments Inc	9,031	$739K	0.0%	-19.5%	0.010%
11/1/2024	Assetmark Inc.	4,544	$372K	0.0%	+457.5%	0.005%
11/1/2024	ABLE Financial Group LLC	20,016	$1.64M	0.5%	+15.5%	0.023%
10/31/2024	Principal Financial Group Inc.	242,405	$19.84M	0.0%	-28.2%	0.279%
10/30/2024	Amalgamated Bank	39,831	$3.26M	0.0%	-5.5%	0.046%
10/28/2024	Cambiar Investors LLC	188,745	$15.45M	0.6%	-0.7%	0.216%
10/28/2024	Stephens Inc. AR	6,476	$530K	0.0%	+5.6%	0.007%
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10/28/2024	Stephens Investment Management Group LLC	1,249,082	$102.24M	1.4%	-3.0%	1.430%
10/25/2024	1620 Investment Advisors Inc.	1,366	$112K	0.1%	N/A	0.002%
10/25/2024	Diversify Wealth Management LLC	92,417	$8.10M	0.7%	-2.6%	0.106%
10/25/2024	New York State Teachers Retirement System	83,997	$6.88M	0.0%	+1.4%	0.097%
10/24/2024	Nisa Investment Advisors LLC	3,420	$280K	0.0%	+19.8%	0.004%
10/24/2024	State of Alaska Department of Revenue	10,146	$830K	0.0%	+7.2%	0.012%
10/24/2024	Wealth Enhancement Advisory Services LLC	3,649	$299K	0.0%	+18.8%	0.004%
10/23/2024	Louisiana State Employees Retirement System	24,100	$1.97M	0.0%	-2.0%	0.028%
10/23/2024	Dakota Wealth Management	2,800	$229K	0.0%	-10.8%	0.003%
10/23/2024	Moody Aldrich Partners LLC	56,895	$4.66M	0.8%	-2.0%	0.065%

(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, 355 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 288 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 24,483,975 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 201 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 13,168,510 shares in the last 24 months. This volume of shares sold represents approximately $905.98M in transactions.

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This page (NASDAQ:HQY) was last updated on 12/21/2024 by MarketBeat.com Staff

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HealthEquity (HQY) Institutional Ownership

HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

HQY Institutional Ownership - Frequently Asked Questions

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HealthEquity (HQY) Institutional Ownership

Institutional Ownership Changes (13F Filings) for HealthEquity (NASDAQ:HQY)

HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

HQY Institutional Ownership - Frequently Asked Questions

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