HealthEquity (HQY) Institutional Ownership

$69.33

+0.31 (+0.45%)

(As of 12/6/2023 ET)

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Today's Range: $68.65
▼
$74.00
50-Day Range: $64.14
▼
$76.13
52-Week Range: $48.86
▼
$76.62

Volume: 1.42 million shs
Average Volume: 662,659 shs
Market Capitalization: $5.93 billion

P/E Ratio: 462.20
Dividend Yield: N/A
Price Target: $82.75

Current Institutional Ownership Percentage: 98.46%
Number of Institutional Buyers (last 12 months): 220
Total Institutional Inflows (last 12 months): $930.68 M

Number of Institutional Sellers (last 12 months): 178
Total Institutional Outflows (last 12 months): $682.79 M

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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
12/6/2023	Citigroup Inc.	8,472	$0.62M	0.0%	-75.9%	0.010%
12/1/2023	Wellington Management Group LLP	685,991	$50.11M	0.0%	-0.6%	0.801%
11/30/2023	American Century Companies Inc.	900,408	$65.78M	0.1%	+23.1%	1.052%
11/30/2023	Neo Ivy Capital Management	3,600	$0.26M	0.1%	N/A	0.004%
11/24/2023	Deutsche Bank AG	88,349	$6.45M	0.0%	+8.1%	0.103%
11/21/2023	Comerica Bank	58,490	$4.27M	0.0%	+82,280.3%	0.068%
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11/17/2023	TimesSquare Capital Management LLC	536,078	$39.16M	0.6%	+2.2%	0.626%
11/16/2023	Creative Planning	6,858	$0.50M	0.0%	+30.0%	0.008%
11/16/2023	Ashford Capital Management Inc.	404,279	$29.53M	4.3%	-3.7%	0.472%
11/16/2023	Spouting Rock Asset Management LLC	11,227	$0.82M	0.3%	-1.5%	0.013%
11/16/2023	Morgan Stanley	701,016	$51.21M	0.0%	+8.6%	0.819%
11/16/2023	Penserra Capital Management LLC	6,640	$0.49M	0.0%	N/A	0.008%
11/15/2023	Townsquare Capital LLC	27,958	$2.04M	0.0%	+6.1%	0.033%
11/15/2023	The Manufacturers Life Insurance Company	104,536	$7.64M	0.0%	+10.1%	0.122%
11/15/2023	Royal Bank of Canada	345,252	$25.22M	0.0%	+0.6%	0.403%
11/15/2023	Sectoral Asset Management Inc.	143,875	$10.51M	2.0%	-21.5%	0.168%
11/15/2023	Sei Investments Co.	651,176	$47.57M	0.1%	+8.9%	0.761%
11/15/2023	JPMorgan Chase & Co.	2,331,105	$170.29M	0.0%	-7.3%	2.723%
11/15/2023	Legal & General Group Plc	130,901	$9.56M	0.0%	-0.6%	0.153%
11/15/2023	Element Capital Management LLC	36,129	$2.64M	0.2%	-12.7%	0.042%
11/15/2023	Alps Advisors Inc.	14,255	$1.04M	0.0%	-18.2%	0.017%
11/15/2023	Ameriprise Financial Inc.	218,566	$15.97M	0.0%	-0.4%	0.255%
11/15/2023	Advantage Alpha Capital Partners LP	96,301	$7.04M	1.5%	-21.9%	0.113%
11/15/2023	Alberta Investment Management Corp	56,880	$4.16M	0.0%	+18.5%	0.066%
11/15/2023	Glenmede Trust Co. NA	238,337	$17.41M	0.1%	+0.6%	0.278%
11/15/2023	AQR Capital Management LLC	7,910	$0.58M	0.0%	-43.7%	0.009%
11/14/2023	Lazard Asset Management LLC	549	$40K	0.0%	+117.9%	0.001%
11/14/2023	Gotham Asset Management LLC	15,104	$1.10M	0.0%	N/A	0.018%
11/14/2023	Corton Capital Inc.	5,113	$0.37M	0.2%	-26.3%	0.006%
11/14/2023	Teza Capital Management LLC	13,900	$1.02M	0.1%	N/A	0.016%
11/14/2023	California State Teachers Retirement System	94,138	$6.88M	0.0%	-8.2%	0.110%
11/14/2023	Bank of Nova Scotia	6,473	$0.47M	0.0%	-30.2%	0.008%
11/14/2023	Tower Research Capital LLC TRC	5,508	$0.40M	0.0%	-11.1%	0.006%
11/14/2023	Qube Research & Technologies Ltd	1,458	$0.11M	0.0%	N/A	0.002%
11/14/2023	Mckinley Capital Management LLC	34,460	$2.52M	0.4%	N/A	0.040%
11/14/2023	O Shaughnessy Asset Management LLC	6,201	$0.45M	0.0%	+22.5%	0.007%
11/14/2023	Operose Advisors LLC	607	$44K	0.0%	N/A	0.001%
11/14/2023	Profund Advisors LLC	4,078	$0.30M	0.0%	-6.4%	0.005%
11/13/2023	Natixis Advisors L.P.	17,664	$1.29M	0.0%	+7.2%	0.021%
11/13/2023	Covestor Ltd	1,119	$82K	0.1%	+92.9%	0.001%

11/13/2023	Eagle Asset Management Inc.	213,298	$15.58M	0.1%	N/A	0.249%
11/13/2023	Kayne Anderson Rudnick Investment Management LLC	561,662	$41.03M	0.1%	-25.2%	0.656%
11/13/2023	Algert Global LLC	6,933	$0.51M	0.0%	-52.0%	0.008%
11/13/2023	Northern Trust Corp	1,120,774	$81.87M	0.0%	-1.6%	1.309%
11/13/2023	EAM Investors LLC	27,998	$2.05M	0.4%	N/A	0.033%
11/13/2023	Federated Hermes Inc.	13,465	$0.98M	0.0%	-7.4%	0.016%
11/13/2023	Stifel Financial Corp	21,637	$1.58M	0.0%	+26.3%	0.025%
11/13/2023	Mariner LLC	14,983	$1.10M	0.0%	+2.4%	0.018%
11/13/2023	Motley Fool Asset Management LLC	120,353	$8.79M	0.7%	+27.9%	0.141%
11/13/2023	Fuller & Thaler Asset Management Inc.	204,710	$14.95M	0.1%	+9.1%	0.239%
11/13/2023	LPL Financial LLC	35,921	$2.64M	0.0%	+9.8%	0.042%
11/13/2023	Clearbridge Investments LLC	2,204,675	$161.05M	0.2%	+12.1%	2.576%
11/13/2023	Pearl River Capital LLC	4,079	$0.30M	0.0%	+15.8%	0.005%
11/13/2023	Invesco Ltd.	484,043	$35.36M	0.0%	+164.6%	0.565%
11/13/2023	FMR LLC	5,648,992	$412.66M	0.0%	+19.1%	6.599%
11/13/2023	Envestnet Asset Management Inc.	84,617	$6.18M	0.0%	+41.2%	0.099%
11/13/2023	Nordea Investment Management AB	35,578	$2.62M	0.0%	+176.4%	0.042%
11/13/2023	Envestnet Portfolio Solutions Inc.	3,684	$0.27M	0.0%	N/A	0.004%
11/13/2023	DekaBank Deutsche Girozentrale	549	$41K	0.0%	N/A	0.001%
11/13/2023	PNC Financial Services Group Inc.	9,219	$0.67M	0.0%	-16.6%	0.011%
11/9/2023	Loomis Sayles & Co. L P	399,683	$29.20M	0.1%	+57.8%	0.467%
11/9/2023	William Blair Investment Management LLC	2,645,244	$193.24M	0.6%	-5.3%	3.090%
11/9/2023	Rhumbline Advisers	274,537	$20.06M	0.0%	+1.0%	0.321%
11/9/2023	Econ Financial Services Corp	4,867	$0.36M	0.3%	N/A	0.006%
11/9/2023	Deutsche Bank AG	88,349	$6.45M	0.0%	+8.1%	0.103%
11/9/2023	Scout Investments Inc.	167,348	$12.35M	0.3%	-2.8%	0.196%
11/9/2023	Citigroup Inc.	8,472	$0.62M	0.0%	-75.9%	0.010%
11/9/2023	Blair William & Co. IL	11,624	$0.85M	0.0%	-14.0%	0.014%
11/9/2023	Headlands Technologies LLC	457	$33K	0.0%	-72.2%	0.001%
11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	17,308	$1.26M	0.0%	-58.1%	0.020%
11/9/2023	Texas Permanent School Fund Corp	72,590	$5.30M	0.1%	-3.5%	0.085%
11/9/2023	Mutual of America Capital Management LLC	98,295	$7.18M	0.1%	-8.4%	0.115%
11/8/2023	Campbell & CO Investment Adviser LLC	7,941	$0.58M	0.1%	+96.9%	0.009%
11/8/2023	HighTower Advisors LLC	86,940	$6.37M	0.0%	+0.4%	0.102%
11/8/2023	Pathstone Family Office LLC	3,152	$0.23M	0.0%	N/A	0.004%
11/8/2023	Vanguard Personalized Indexing Management LLC	8,267	$0.60M	0.0%	+6.1%	0.010%
11/8/2023	Charles Schwab Investment Management Inc.	980,517	$71.63M	0.0%	+2.8%	1.145%
11/8/2023	Janney Montgomery Scott LLC	2,975	$0.22M	0.0%	N/A	0.003%
11/8/2023	Massachusetts Financial Services Co. MA	740,177	$54.07M	0.0%	-15.2%	0.865%
11/8/2023	Swiss National Bank	187,900	$13.73M	0.0%	+1.8%	0.220%
11/8/2023	KLR Investment Advisors LLC	5,673	$0.41M	0.4%	-2.6%	0.007%
11/8/2023	Amalgamated Bank	54,312	$3.97M	0.0%	-2.4%	0.063%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	5,319	$0.39M	0.0%	-9.0%	0.006%
11/8/2023	Moody Aldrich Partners LLC	89,816	$6.56M	1.2%	+65.3%	0.105%
11/8/2023	Oppenheimer Asset Management Inc.	61,896	$4.52M	0.1%	+11.9%	0.072%
11/8/2023	Premier Fund Managers Ltd	10,510	$0.78M	0.0%	N/A	0.012%
11/7/2023	Great Lakes Advisors LLC	73,930	$5.40M	0.0%	N/A	0.086%
11/7/2023	New York State Common Retirement Fund	104,809	$7.66M	0.0%	+131.1%	0.122%
11/7/2023	Barclays PLC	55,140	$4.03M	0.0%	-12.7%	0.064%
11/7/2023	Van Berkom & Associates Inc.	1,042,470	$76.15M	2.5%	+5.2%	1.218%

11/7/2023	Zions Bancorporation N.A.	16,742	$1.22M	0.1%	+6.8%	0.020%
11/7/2023	Arizona State Retirement System	24,336	$1.78M	0.0%	+2.2%	0.028%
11/7/2023	Mitsubishi UFJ Kokusai Asset Management Co. Ltd.	1,789	$0.13M	0.0%	-8.2%	0.002%
11/6/2023	Retirement Systems of Alabama	106,721	$7.80M	0.0%	-3.1%	0.125%
11/6/2023	Los Angeles Capital Management LLC	64,460	$4.71M	0.0%	-2.5%	0.075%
11/6/2023	Victory Capital Management Inc.	244,913	$17.89M	0.0%	-26.9%	0.286%
11/6/2023	Ieq Capital LLC	5,021	$0.37M	0.0%	N/A	0.006%
11/4/2023	Amica Mutual Insurance Co.	28,551	$2.09M	0.2%	N/A	0.033%
11/4/2023	Amica Retiree Medical Trust	3,578	$0.26M	0.3%	N/A	0.004%
11/3/2023	Lmcg Investments LLC	11,838	$0.87M	0.1%	N/A	0.014%

(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, 358 institutional investors and hedge funds held shares of HealthEquity. The most heavily invested institutionals were BlackRock Inc. ($653.26M), Vanguard Group Inc. ($549.04M), Wasatch Advisors Inc. ($515.17M), Wasatch Advisors LP ($450.08M), FMR LLC ($412.66M), William Blair Investment Management LLC ($193.24M), and State Street Corp ($177.82M).Learn more on HQY's institutional investors.
What percentage of HealthEquity stock is owned by institutional investors?: 98.46% 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 323 institutional investors that purchased HealthEquity stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($1.98M), Clearbridge Investments LLC ($1.89M), Allspring Global Investments Holdings LLC ($1.54M), FMR LLC ($1.49M), Wasatch Advisors Inc. ($1.44M), JPMorgan Chase & Co. ($1.04M), and Van Berkom & Associates Inc. ($0.98M).

How much institutional buying is happening at HealthEquity?: Institutional investors have bought a total of 32,599,256 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.
Which HealthEquity major shareholders have been selling company stock?: Of the 223 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 ($1.77M), Victory Capital Management Inc. ($1.70M), Fred Alger Management LLC ($1.17M), Credit Suisse AG ($1.14M), Mackenzie Financial Corp ($1.13M), Wasatch Advisors LP ($0.58M), and Millennium Management LLC ($0.54M).
How much institutional selling is happening at HealthEquity?: Institutional investors have sold a total of 18,302,225 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.

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This page (NASDAQ:HQY) was last updated on 12/7/2023 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