HealthEquity (HQY) Institutional Ownership

$103.18 +0.22 (+0.21%)

(As of 10:31 AM ET)

Current Institutional Ownership Percentage: 99.55%
Number of Institutional Buyers (last 12 months): 184
Total Institutional Inflows (last 12 months): $959.44M

Number of Institutional Sellers (last 12 months): 133
Total Institutional Outflows (last 12 months): $419.14M

Get HQY Insider Trade Alerts

Want to know when executives and insiders are buying or selling HealthEquity stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

HQY Institutional Buying and Selling by Quarter

Ad Crypto Swap Profits

[625,000% Gain] – Are You Ready for the Next Altcoin Boom?

All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen.

HealthEquity Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
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%
Get the Latest News and Ratings for HQY and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for HealthEquity and its competitors with MarketBeat's FREE daily newsletter.
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%
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%
2025 AI Stock Picks: 2 Hidden Gems Under $10/Share (Ad) The AI sector continues to make waves as we move into 2025, and now is a prime opportunity to get involved—without stretching your budget! We’ve just uncovered 2 promising AI stocks trading for under $10/share, and they’re positioned for impressive growth in the coming months. 👉[Click here to get your FREE report delivered instantly!]
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%
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%
Tesla Execs are Freaking Out (Ad) It’s so revolutionary that tech giants like Microsoft, Amazon, and NVIDIA are all lining up to get their hands on it. And Elon Musk has completely restructured Tesla to chase this opportunity. This is a once-in-a-lifetime opportunity that you don’t want to miss. Click here to get the details.
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%
10/22/2024	Private Advisor Group LLC	2,544	$208K	0.0%	N/A	0.003%
10/22/2024	Signaturefd LLC	1,333	$109K	0.0%	-25.4%	0.002%
10/22/2024	Sequoia Financial Advisors LLC	13,314	$1.09M	0.0%	+2.3%	0.015%
10/19/2024	Allspring Global Investments Holdings LLC	1,037,780	$84.94M	0.1%	-7.5%	1.193%
10/18/2024	Raymond James & Associates	151,318	$12.39M	0.0%	+1.3%	0.174%
10/17/2024	AlphaMark Advisors LLC	4,570	$374K	0.1%	+18.8%	0.005%
10/16/2024	Vontobel Holding Ltd.	22,362	$1.83M	0.0%	-11.4%	0.026%

(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, 353 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 287 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 24,498,662 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 200 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 13,071,322 shares in the last 24 months. This volume of shares sold represents approximately $898.03M in transactions.

Related Companies

This page (NASDAQ:HQY) was last updated on 11/21/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

HealthEquity (HQY) Institutional Ownership

HQY Institutional Buying and Selling by Quarter

HealthEquity Major Shareholders & Ownership History

HQY Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools