HealthEquity (HQY) Institutional Ownership

$108.60 -3.12 (-2.79%)

Closing price 04:00 PM Eastern

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$108.32 -0.27 (-0.25%)

As of 06:43 PM Eastern

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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): 164
Total Institutional Outflows (last 12 months): $687.51M

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HQY Institutional Buying and Selling by Quarter

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
2/20/2025	Mackenzie Financial Corp	1,935,154	$185.68M	0.2%	-17.9%	2.233%
2/20/2025	Forum Financial Management LP	2,232	$214K	0.0%	N/A	0.003%
2/19/2025	Public Employees Retirement System of Ohio	97,323	$9.34M	0.0%	+6.1%	0.112%
2/18/2025	GTS Securities LLC	2,493	$239K	0.0%	N/A	0.003%
2/18/2025	AlphaQ Advisors LLC	3,265	$313K	0.9%	N/A	0.004%
2/18/2025	Castleark Management LLC	102,930	$9.88M	0.3%	+42.7%	0.119%
2/18/2025	Ashford Capital Management Inc.	269,312	$25.84M	3.0%	-11.8%	0.311%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	366,753	$35.19M	0.0%	+11.3%	0.423%
2/17/2025	Woodline Partners LP	187,956	$18.03M	0.1%	-44.2%	0.217%
2/17/2025	Two Sigma Investments LP	13,822	$1.33M	0.0%	-3.3%	0.016%
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2/17/2025	Shay Capital LLC	5,700	$547K	0.1%	N/A	0.007%
2/17/2025	Royal Bank of Canada	433,190	$41.56M	0.0%	+10.6%	0.500%
2/17/2025	ProShare Advisors LLC	28,253	$2.71M	0.0%	+42.8%	0.033%
2/17/2025	Quantinno Capital Management LP	3,174	$305K	0.0%	N/A	0.004%
2/17/2025	Main Management ETF Advisors LLC	9,968	$956K	0.0%	-8.2%	0.012%
2/17/2025	Man Group plc	217,782	$20.90M	0.1%	+2.7%	0.251%
2/17/2025	Nomura Holdings Inc.	11,566	$1.11M	0.0%	N/A	0.013%
2/17/2025	Nicholas Investment Partners LP	64,747	$6.21M	0.5%	N/A	0.075%
2/17/2025	Nuveen Asset Management LLC	548,725	$52.65M	0.0%	-9.0%	0.633%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	114,886	$11.02M	0.0%	+4.6%	0.133%
2/17/2025	Iron Triangle Partners LP	335,614	$32.20M	3.5%	N/A	0.387%
2/17/2025	Janus Henderson Group PLC	833,916	$80.02M	0.0%	-7.3%	0.962%
2/17/2025	Forest Hill Capital LLC	30,076	$2.89M	2.2%	-20.0%	0.035%
2/17/2025	Ethic Inc.	3,554	$341K	0.0%	N/A	0.004%
2/17/2025	Ensign Peak Advisors Inc	277,064	$26.58M	0.0%	-17.4%	0.320%
2/17/2025	FORA Capital LLC	5,582	$536K	0.1%	N/A	0.006%
2/17/2025	Fred Alger Management LLC	16,497	$1.58M	0.0%	N/A	0.019%
2/17/2025	Frontier Capital Management Co. LLC	43,760	$4.20M	0.0%	N/A	0.050%
2/17/2025	Deutsche Bank AG	118,199	$11.34M	0.0%	+25.9%	0.136%
2/17/2025	EP Wealth Advisors LLC	4,555	$437K	0.0%	+9.7%	0.005%
2/17/2025	Cresset Asset Management LLC	4,030	$387K	0.0%	-6.7%	0.005%
2/17/2025	Cetera Investment Advisers	3,572	$343K	0.0%	+6.7%	0.004%
2/17/2025	Brevan Howard Capital Management LP	2,089	$200K	0.0%	N/A	0.002%
2/17/2025	Captrust Financial Advisors	21,959	$2.11M	0.0%	+117.7%	0.025%
2/17/2025	Brown Advisory Inc.	2,086,026	$200.15M	0.3%	+12.0%	2.407%
2/17/2025	Balyasny Asset Management L.P.	14,779	$1.42M	0.0%	N/A	0.017%
2/17/2025	Bamco Inc. NY	780,000	$74.84M	0.2%	+4.0%	0.900%
2/17/2025	Beck Bode LLC	8,848	$849K	0.2%	-1.1%	0.010%
2/17/2025	Bank of America Corp DE	606,197	$58.17M	0.0%	-6.3%	0.700%
2/17/2025	BNP Paribas Financial Markets	16,876	$1.62M	0.0%	-17.4%	0.019%
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2/17/2025	Ameriprise Financial Inc.	270,042	$25.91M	0.0%	+56.4%	0.312%
2/17/2025	Aristotle Capital Boston LLC	573,441	$55.02M	2.0%	+6.5%	0.662%
2/17/2025	ArrowMark Colorado Holdings LLC	871,762	$83.65M	1.1%	-11.6%	1.006%
2/17/2025	Aristeia Capital L.L.C.	2,177	$209K	0.0%	N/A	0.003%
2/14/2025	Jane Street Group LLC	16,852	$1.62M	0.0%	-80.6%	0.019%
2/14/2025	Comerica Bank	48,915	$4.69M	0.0%	-2.7%	0.056%
2/14/2025	Kapitalo Investimentos Ltda	933	$90K	0.1%	N/A	0.001%
2/14/2025	AQR Capital Management LLC	234,681	$22.52M	0.0%	-38.8%	0.271%
2/14/2025	Northern Trust Corp	1,155,043	$110.83M	0.0%	+11.7%	1.333%
2/14/2025	The Manufacturers Life Insurance Company	99,028	$9.50M	0.0%	-1.6%	0.114%
2/14/2025	Public Employees Retirement Association of Colorado	9,194	$882K	0.0%	-1.2%	0.011%
2/14/2025	Oberweis Asset Management Inc.	91,500	$8.78M	0.4%	+8.4%	0.106%
2/14/2025	Hancock Whitney Corp	13,326	$1.28M	0.0%	+1.0%	0.015%
2/14/2025	Voya Investment Management LLC	78,072	$7.49M	0.0%	+70.2%	0.090%
2/14/2025	RiverPark Advisors LLC	1,753	$168K	0.1%	-37.7%	0.002%
2/14/2025	Adage Capital Partners GP L.L.C.	8,000	$768K	0.0%	N/A	0.009%
2/14/2025	Fuller & Thaler Asset Management Inc.	502,572	$48.22M	0.2%	+8.7%	0.580%
2/14/2025	T. Rowe Price Investment Management Inc.	814,034	$78.11M	0.0%	N/A	0.939%
2/14/2025	Price T Rowe Associates Inc. MD	58,357	$5.60M	0.0%	+7.9%	0.067%
2/14/2025	Pinebridge Investments L.P.	27,549	$2.64M	0.0%	+42.7%	0.032%
2/14/2025	Greenhouse Funds LLLP	884,404	$84.86M	3.5%	+11.6%	1.021%
2/14/2025	Eversept Partners LP	386,697	$37.10M	3.3%	+21.2%	0.446%
2/14/2025	Hsbc Holdings PLC	2,694	$259K	0.0%	-96.4%	0.003%
2/14/2025	Stifel Financial Corp	22,232	$2.13M	0.0%	+15.4%	0.026%
2/14/2025	State of Tennessee Department of Treasury	26,900	$2.58M	0.0%	-2.7%	0.031%
2/14/2025	Tower Research Capital LLC TRC	8,247	$791K	0.0%	+105.7%	0.010%
2/14/2025	Teachers Retirement System of The State of Kentucky	45,834	$4.40M	0.0%	+2.9%	0.053%
2/14/2025	Thematics Asset Management	56,587	$5.43M	0.2%	-2.0%	0.065%
2/14/2025	Transce3nd LLC	300	$29K	0.0%	N/A	0.000%
2/14/2025	Kayne Anderson Rudnick Investment Management LLC	772,781	$74.15M	0.2%	+35.8%	0.892%
2/14/2025	MetLife Investment Management LLC	99,019	$9.50M	0.1%	+8.3%	0.114%
2/14/2025	Dimensional Fund Advisors LP	1,582,823	$151.88M	0.0%	+0.1%	1.826%
2/14/2025	First Trust Advisors LP	84,307	$8.09M	0.0%	-42.2%	0.097%
2/14/2025	Forum Financial Management LP	2,232	$214K	0.0%	N/A	0.003%
2/14/2025	Commerce Bank	6,092	$585K	0.0%	-23.2%	0.007%
2/14/2025	1492 Capital Management LLC	45,394	$4.36M	2.1%	-1.0%	0.052%
2/13/2025	Canada Pension Plan Investment Board	7,200	$691K	0.0%	-58.6%	0.008%
2/13/2025	Zacks Investment Management	30,153	$2.89M	0.0%	-4.1%	0.035%
2/13/2025	Wasatch Advisors LP	7,513,745	$720.94M	3.6%	-3.2%	8.670%
2/13/2025	NewEdge Advisors LLC	12,983	$1.25M	0.0%	+3.0%	0.015%
2/13/2025	Iron Gate Global Advisors LLC	23,888	$2.29M	0.3%	-5.3%	0.028%
2/13/2025	Guggenheim Capital LLC	14,347	$1.38M	0.0%	+27.2%	0.017%
2/13/2025	XTX Topco Ltd	4,500	$432K	0.0%	N/A	0.005%
2/13/2025	Mariner LLC	13,309	$1.28M	0.0%	+1.8%	0.015%
2/13/2025	Barclays PLC	200,341	$19.22M	0.0%	+20.3%	0.231%
2/13/2025	Ameritas Investment Partners Inc.	33,856	$3.25M	0.1%	+0.3%	0.039%
2/13/2025	Optimize Financial Inc	2,772	$266K	0.2%	N/A	0.003%
2/13/2025	Townsquare Capital LLC	20,846	$2M	0.0%	-6.5%	0.024%
2/13/2025	Cim Investment Management Inc.	3,972	$381K	0.1%	-4.1%	0.005%
2/13/2025	Next Century Growth Investors LLC	75,521	$7.25M	0.5%	-35.3%	0.087%
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2/13/2025	Grandeur Peak Global Advisors LLC	130,377	$12.51M	1.1%	+3.6%	0.150%
2/13/2025	Quinn Opportunity Partners LLC	13,470	$1.29M	0.1%	N/A	0.016%
2/13/2025	Bessemer Group Inc.	296,828	$28.48M	0.0%	+63.1%	0.343%
2/13/2025	Ranger Investment Management L.P.	305,883	$29.35M	1.9%	+17.3%	0.353%
2/13/2025	Raymond James Financial Inc.	476,577	$45.73M	0.0%	N/A	0.550%
2/13/2025	Renaissance Group LLC	46,740	$4.49M	0.2%	+11.5%	0.054%
2/13/2025	Shelton Capital Management	3,278	$315K	0.0%	-4.7%	0.004%
2/13/2025	Legal & General Group Plc	149,889	$14.38M	0.0%	+0.8%	0.173%
2/13/2025	Invesco Ltd.	1,624,773	$155.90M	0.0%	+0.8%	1.875%
2/13/2025	Bank of Montreal Can	12,756	$1.22M	0.0%	+11.7%	0.015%

(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, 432 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 135,598,488 shares in the last 24 months. This purchase volume represents approximately $12.48B in transactions.
Which HealthEquity major shareholders have been selling company stock?: Of the 230 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), Victory Capital Management Inc. ($757.89K), Allspring Global Investments Holdings LLC ($606.71K), JPMorgan Chase & Co. ($578.21K), and Mackenzie Financial Corp ($553.99K).
How much institutional selling is happening at HealthEquity?: Institutional investors have sold a total of 14,583,686 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.

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This page (NASDAQ:HQY) was last updated on 2/21/2025 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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