NASDAQ:HQY

HealthEquity Institutional Ownership

$77.07
+0.07 (+0.09 %)
(As of 06/15/2021 03:51 PM ET)
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Today's Range
$77.02
$78.23
50-Day Range
$66.24
$84.60
52-Week Range
$45.82
$93.32
Volume10,145 shs
Average Volume482,398 shs
Market Capitalization$6.43 billion
P/E Ratio1,284.71
Dividend YieldN/A
Beta1.36

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

Institutional Ownership Percentage: 98.08%

Institutional Buying and Selling by Quarter


HealthEquity (NASDAQ HQY) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/24/2021Principal Financial Group Inc.313,916$21.35M0.0%+21.7%0.377%
5/22/2021Teachers Retirement System of The State of Kentucky11,100$0.76M0.0%-9.8%0.013%
5/20/2021B. Metzler seel. Sohn & Co. Holding AG40,093$2.73M0.0%+17.6%0.048%
5/20/2021Cim Investment Mangement Inc.3,611$0.25M0.1%-5.6%0.004%
5/19/2021TownSquare Capital LLC7,753$0.53M0.0%-22.5%0.009%
5/19/2021Bamco Inc. NY991,371$67.41M0.2%-5.5%1.189%
5/19/2021Squarepoint Ops LLC19,751$1.34M0.0%+407.5%0.024%
5/18/2021Greenhouse Funds LLLP137,479$9.35M1.0%-15.1%0.165%
5/18/2021Paloma Partners Management Co13,074$0.89M0.0%+57.9%0.016%
5/18/2021Oppenheimer Asset Management Inc.37,362$2.54M0.0%+13.8%0.045%
5/18/2021Millennium Management LLC202,009$13.74M0.0%+3,344.3%0.242%
5/18/2021Voloridge Investment Management LLC33,052$2.25M0.0%N/A0.040%
5/18/2021Eaton Vance Management48,401$3.29M0.0%+2.0%0.058%
5/18/2021Verition Fund Management LLC6,196$0.42M0.0%N/A0.007%
5/18/2021Loomis Sayles & Co. L P774,100$52.64M0.1%+43.5%0.928%
5/18/2021State of Wisconsin Investment Board206,200$14.02M0.0%-36.6%0.247%
5/18/2021Morgan Stanley289,999$19.72M0.0%+7.3%0.348%
5/18/2021Tudor Investment Corp Et Al181,304$12.33M0.2%+563.1%0.218%
5/18/2021American Capital Management Inc.170,963$11.63M0.4%-1.4%0.206%
5/18/2021Frontier Wealth Management LLC8,775$0.60M0.0%-10.2%0.011%
5/18/2021Cubist Systematic Strategies LLC60,229$4.10M0.1%+719.7%0.073%
5/18/2021Twinbeech Capital LP13,781$0.94M0.1%N/A0.017%
5/18/2021Glenmede Trust Co. NA245,532$16.70M0.1%-20.8%0.296%
5/18/2021FORA Capital LLC845$57K0.0%-83.1%0.001%
5/18/2021Man Group plc44,476$3.02M0.0%+86.2%0.054%
5/18/2021California State Teachers Retirement System121,071$8.23M0.0%+6.1%0.146%
5/18/2021Amussen Hunsaker Associates LLC173,240$11.78M3.8%-1.5%0.209%
5/17/2021EP Wealth Advisors LLC4,220$0.29M0.0%N/A0.005%
5/17/2021Fred Alger Management LLC1,772,377$120.52M0.3%+10.0%2.135%
5/17/2021Great West Life Assurance Co. Can31,598$2.15M0.0%-1.5%0.038%
5/17/2021Point72 Hong Kong Ltd361$25K0.0%-49.2%0.000%
5/17/2021Royal Bank of Canada691,771$47.04M0.0%-9.3%0.833%
5/17/2021DF Dent & Co. Inc.191,537$13.03M0.2%+34.3%0.231%
5/17/2021Polar Capital Holdings Plc5,681$0.39M0.0%+29.7%0.007%
5/17/2021Putnam Investments LLC107,268$7.30M0.0%-5.3%0.129%
5/17/2021Price T Rowe Associates Inc. MD40,610$2.76M0.0%+5.3%0.049%
5/17/2021Captrust Financial Advisors1,364$93K0.0%+20.8%0.002%
5/17/2021Quadrature Capital Ltd12,232$0.83M0.0%N/A0.015%
5/17/2021Caas Capital Management LP303,286$20.62M0.2%N/A0.365%
5/17/2021Janus Henderson Group PLC1,605,063$109.14M0.0%+13.0%1.933%
5/17/2021Ameriprise Financial Inc.1,376,527$93.60M0.0%+27.1%1.658%
5/17/2021Hennion & Walsh Asset Management Inc.7,190$0.49M0.0%N/A0.009%
5/17/2021Brookfield Asset Management Inc.10,000$0.68M0.0%N/A0.012%
5/17/2021Aristotle Capital Boston LLC536,993$36.52M0.8%+12.9%0.647%
5/17/2021Pinz Capital Management LP16,650$1.13M0.3%N/A0.020%
5/17/2021Nuveen Asset Management LLC314,794$21.41M0.0%-9.0%0.379%
5/17/2021Kayne Anderson Rudnick Investment Management LLC1,225,280$83.32M0.2%+2.8%1.476%
5/17/2021Thrivent Financial for Lutherans55,900$3.80M0.0%+0.5%0.067%
5/17/2021Goldman Sachs Group Inc.317,055$21.56M0.0%-36.5%0.382%
5/14/2021Brown Advisory Inc.1,451,248$98.68M0.2%+6.2%1.748%
5/14/2021Profund Advisors LLC7,995$0.54M0.0%-5.5%0.010%
5/14/2021Ashford Capital Management Inc.315,330$21.44M2.0%-1.4%0.380%
5/14/2021New York Life Investments Alternatives4,031$0.27M0.2%-23.1%0.005%
5/14/2021Stephens Investment Management Group LLC518,302$35.25M0.5%-10.9%0.624%
5/14/2021Aureus Asset Management LLC269,910$18.35M1.4%-5.0%0.325%
5/14/2021Pallas Capital Advisors LLC4,977$0.36M0.1%N/A0.006%
5/14/2021Benjamin F. Edwards & Company Inc.4,044$0.28M0.0%-4.2%0.005%
5/14/2021Dimensional Fund Advisors LP255,144$17.35M0.0%+360.1%0.307%
5/14/2021Algert Global LLC9,922$0.68M0.2%-75.3%0.012%
5/14/2021UBS Asset Management Americas Inc.84,799$5.77M0.0%+0.8%0.102%
5/14/2021Monashee Investment Management LLC100,000$6.80M1.0%N/A0.120%
5/14/2021Stifel Financial Corp31,238$2.13M0.0%+15.1%0.038%
5/14/2021Dynamic Technology Lab Private Ltd17,090$1.16M0.1%N/A0.021%
5/14/2021O Shaughnessy Asset Management LLC5,636$0.38M0.0%+45.6%0.007%
5/13/2021Clearbridge Investments LLC297,089$20.20M0.0%-18.1%0.358%
5/13/2021Guggenheim Capital LLC17,648$1.20M0.0%-5.7%0.021%
5/13/2021Advantage Alpha Capital Partners LP47,029$3.20M0.7%-29.1%0.057%
5/13/2021Franklin Resources Inc.858,551$58.38M0.0%-20.3%1.034%
5/13/2021SG Americas Securities LLC13,908$0.95M0.0%+49.7%0.017%
5/13/2021AlphaCrest Capital Management LLC11,615$0.79M0.0%+53.2%0.014%
5/13/2021ClariVest Asset Management LLC11,194$0.76M0.0%-5.9%0.013%
5/13/2021Barclays PLC78,144$5.31M0.0%+92.2%0.094%
5/13/2021Pier Capital LLC141,047$9.59M0.9%+4.4%0.170%
5/13/2021Duality Advisers LP17,689$1.20M0.1%-59.1%0.021%
5/13/2021Mutual of America Capital Management LLC136,609$9.29M0.1%-9.4%0.165%
5/13/2021Jackson Square Partners LLC3,624,618$246.47M1.4%-22.0%4.366%
5/13/2021Amalgamated Bank12,142$0.83M0.0%-2.5%0.015%
5/13/2021LS Investment Advisors LLC5,009$0.34M0.0%-14.4%0.006%
5/13/2021Bank of New York Mellon Corp928,785$63.16M0.0%+3.1%1.119%
5/13/2021Citigroup Inc.16,117$1.10M0.0%-37.4%0.019%
5/13/2021Massachusetts Financial Services Co. MA981,531$66.75M0.0%N/A1.182%
5/13/2021Federated Hermes Inc.16,581$1.13M0.0%+30.8%0.020%
5/13/2021Mirae Asset Global Investments Co. Ltd.347,981$23.66M0.1%+8.1%0.419%
5/13/2021Bank of Montreal Can7,844$0.53M0.0%-90.2%0.009%
5/13/2021Banco Bilbao Vizcaya Argentaria S.A.29,651$2.02M0.0%-7.5%0.036%
5/13/2021William Blair Investment Management LLC3,792,641$257.90M0.8%+3.8%4.569%
5/12/2021Northern Trust Corp1,219,732$82.94M0.0%+4.8%1.469%
5/12/2021Geode Capital Management LLC1,362,842$92.67M0.0%+15.2%1.642%
5/12/2021Prudential Financial Inc.15,482$1.05M0.0%+7.5%0.019%
5/12/2021Ensign Peak Advisors Inc500,651$34.04M0.1%-0.7%0.603%
5/12/2021Commonwealth of Pennsylvania Public School Empls Retrmt SYS27,662$1.88M0.0%+7.8%0.033%
5/12/2021Waddell & Reed Financial Inc.71,023$4.83M0.0%-54.4%0.086%
5/12/2021King Luther Capital Management Corp30,550$2.08M0.0%-2.9%0.037%
5/12/2021Foundry Partners LLC24,117$1.64M0.1%-3.3%0.029%
5/12/2021O Brien Greene & Co. Inc12,400$0.84M0.3%-7.5%0.015%
5/12/2021JPMorgan Chase & Co.2,016,003$137.09M0.0%-3.1%2.428%
5/12/2021CIBC Private Wealth Group LLC163,651$11.13M0.0%+28.6%0.197%
5/12/2021Brinker Capital Investments LLC3,936$0.27M0.0%-59.3%0.005%
5/12/2021Sei Investments Co.827,068$56.24M0.1%-12.7%0.996%
5/12/2021Sciencast Management LP5,088$0.34M0.1%N/A0.006%
(Data available from 1/1/2016 forward)

This page was last updated on 6/15/2021 by MarketBeat.com Staff
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