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14 best consumer staples dividend stocks
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Ex dividend date vs record date: What’s the difference?
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6 best online and direct marketing retail stocks to invest in
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?
S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Ex dividend date vs record date: What’s the difference?
How to find blue-chip dividend stocks
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?
S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Ex dividend date vs record date: What’s the difference?
How to find blue-chip dividend stocks
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?
S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Ex dividend date vs record date: What’s the difference?
How to find blue-chip dividend stocks
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?

HealthEquity (HQY) Institutional Ownership

$69.33
+0.31 (+0.45%)
(As of 12/6/2023 ET)
Compare
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

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

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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Skip Chart & View Institutional Buying and Selling Data

HQY Institutional Buying and Selling by Quarter


HealthEquity Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/6/2023Citigroup Inc.8,472$0.62M0.0%-75.9%0.010%
12/1/2023Wellington Management Group LLP685,991$50.11M0.0%-0.6%0.801%
11/30/2023American Century Companies Inc.900,408$65.78M0.1%+23.1%1.052%
11/30/2023Neo Ivy Capital Management3,600$0.26M0.1%N/A0.004%
11/24/2023Deutsche Bank AG88,349$6.45M0.0%+8.1%0.103%
11/21/2023Comerica Bank58,490$4.27M0.0%+82,280.3%0.068%
11/17/2023TimesSquare Capital Management LLC536,078$39.16M0.6%+2.2%0.626%
11/16/2023Creative Planning6,858$0.50M0.0%+30.0%0.008%
11/16/2023Ashford Capital Management Inc.404,279$29.53M4.3%-3.7%0.472%
11/16/2023Spouting Rock Asset Management LLC11,227$0.82M0.3%-1.5%0.013%
11/16/2023Morgan Stanley701,016$51.21M0.0%+8.6%0.819%
11/16/2023Penserra Capital Management LLC6,640$0.49M0.0%N/A0.008%
11/15/2023Townsquare Capital LLC27,958$2.04M0.0%+6.1%0.033%
11/15/2023The Manufacturers Life Insurance Company 104,536$7.64M0.0%+10.1%0.122%
11/15/2023Royal Bank of Canada345,252$25.22M0.0%+0.6%0.403%
11/15/2023Sectoral Asset Management Inc.143,875$10.51M2.0%-21.5%0.168%
11/15/2023Sei Investments Co.651,176$47.57M0.1%+8.9%0.761%
11/15/2023JPMorgan Chase & Co.2,331,105$170.29M0.0%-7.3%2.723%
11/15/2023Legal & General Group Plc130,901$9.56M0.0%-0.6%0.153%
11/15/2023Element Capital Management LLC36,129$2.64M0.2%-12.7%0.042%
11/15/2023Alps Advisors Inc.14,255$1.04M0.0%-18.2%0.017%
11/15/2023Ameriprise Financial Inc.218,566$15.97M0.0%-0.4%0.255%
11/15/2023Advantage Alpha Capital Partners LP96,301$7.04M1.5%-21.9%0.113%
11/15/2023Alberta Investment Management Corp56,880$4.16M0.0%+18.5%0.066%
11/15/2023Glenmede Trust Co. NA238,337$17.41M0.1%+0.6%0.278%
11/15/2023AQR Capital Management LLC7,910$0.58M0.0%-43.7%0.009%
11/14/2023Lazard Asset Management LLC549$40K0.0%+117.9%0.001%
11/14/2023Gotham Asset Management LLC15,104$1.10M0.0%N/A0.018%
11/14/2023Corton Capital Inc.5,113$0.37M0.2%-26.3%0.006%
11/14/2023Teza Capital Management LLC13,900$1.02M0.1%N/A0.016%
11/14/2023California State Teachers Retirement System94,138$6.88M0.0%-8.2%0.110%
11/14/2023Bank of Nova Scotia6,473$0.47M0.0%-30.2%0.008%
11/14/2023Tower Research Capital LLC TRC 5,508$0.40M0.0%-11.1%0.006%
11/14/2023Qube Research & Technologies Ltd1,458$0.11M0.0%N/A0.002%
11/14/2023Mckinley Capital Management LLC34,460$2.52M0.4%N/A0.040%
11/14/2023O Shaughnessy Asset Management LLC6,201$0.45M0.0%+22.5%0.007%
11/14/2023Operose Advisors LLC607$44K0.0%N/A0.001%
11/14/2023Profund Advisors LLC4,078$0.30M0.0%-6.4%0.005%
11/13/2023Natixis Advisors L.P.17,664$1.29M0.0%+7.2%0.021%
11/13/2023Covestor Ltd1,119$82K0.1%+92.9%0.001%
11/13/2023Eagle Asset Management Inc.213,298$15.58M0.1%N/A0.249%
11/13/2023Kayne Anderson Rudnick Investment Management LLC561,662$41.03M0.1%-25.2%0.656%
11/13/2023Algert Global LLC6,933$0.51M0.0%-52.0%0.008%
11/13/2023Northern Trust Corp1,120,774$81.87M0.0%-1.6%1.309%
11/13/2023EAM Investors LLC27,998$2.05M0.4%N/A0.033%
11/13/2023Federated Hermes Inc.13,465$0.98M0.0%-7.4%0.016%
11/13/2023Stifel Financial Corp21,637$1.58M0.0%+26.3%0.025%
11/13/2023Mariner LLC14,983$1.10M0.0%+2.4%0.018%
11/13/2023Motley Fool Asset Management LLC120,353$8.79M0.7%+27.9%0.141%
11/13/2023Fuller & Thaler Asset Management Inc.204,710$14.95M0.1%+9.1%0.239%
11/13/2023LPL Financial LLC35,921$2.64M0.0%+9.8%0.042%
11/13/2023Clearbridge Investments LLC2,204,675$161.05M0.2%+12.1%2.576%
11/13/2023Pearl River Capital LLC4,079$0.30M0.0%+15.8%0.005%
11/13/2023Invesco Ltd.484,043$35.36M0.0%+164.6%0.565%
11/13/2023FMR LLC5,648,992$412.66M0.0%+19.1%6.599%
11/13/2023Envestnet Asset Management Inc.84,617$6.18M0.0%+41.2%0.099%
11/13/2023Nordea Investment Management AB35,578$2.62M0.0%+176.4%0.042%
11/13/2023Envestnet Portfolio Solutions Inc.3,684$0.27M0.0%N/A0.004%
11/13/2023DekaBank Deutsche Girozentrale549$41K0.0%N/A0.001%
11/13/2023PNC Financial Services Group Inc.9,219$0.67M0.0%-16.6%0.011%
11/9/2023Loomis Sayles & Co. L P399,683$29.20M0.1%+57.8%0.467%
11/9/2023William Blair Investment Management LLC2,645,244$193.24M0.6%-5.3%3.090%
11/9/2023Rhumbline Advisers274,537$20.06M0.0%+1.0%0.321%
11/9/2023Econ Financial Services Corp4,867$0.36M0.3%N/A0.006%
11/9/2023Deutsche Bank AG88,349$6.45M0.0%+8.1%0.103%
11/9/2023Scout Investments Inc.167,348$12.35M0.3%-2.8%0.196%
11/9/2023Citigroup Inc.8,472$0.62M0.0%-75.9%0.010%
11/9/2023Blair William & Co. IL11,624$0.85M0.0%-14.0%0.014%
11/9/2023Headlands Technologies LLC457$33K0.0%-72.2%0.001%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,308$1.26M0.0%-58.1%0.020%
11/9/2023Texas Permanent School Fund Corp72,590$5.30M0.1%-3.5%0.085%
11/9/2023Mutual of America Capital Management LLC98,295$7.18M0.1%-8.4%0.115%
11/8/2023Campbell & CO Investment Adviser LLC7,941$0.58M0.1%+96.9%0.009%
11/8/2023HighTower Advisors LLC86,940$6.37M0.0%+0.4%0.102%
11/8/2023Pathstone Family Office LLC3,152$0.23M0.0%N/A0.004%
11/8/2023Vanguard Personalized Indexing Management LLC8,267$0.60M0.0%+6.1%0.010%
11/8/2023Charles Schwab Investment Management Inc.980,517$71.63M0.0%+2.8%1.145%
11/8/2023Janney Montgomery Scott LLC2,975$0.22M0.0%N/A0.003%
11/8/2023Massachusetts Financial Services Co. MA740,177$54.07M0.0%-15.2%0.865%
11/8/2023Swiss National Bank187,900$13.73M0.0%+1.8%0.220%
11/8/2023KLR Investment Advisors LLC5,673$0.41M0.4%-2.6%0.007%
11/8/2023Amalgamated Bank54,312$3.97M0.0%-2.4%0.063%
11/8/2023J.P. Morgan Private Wealth Advisors LLC5,319$0.39M0.0%-9.0%0.006%
11/8/2023Moody Aldrich Partners LLC89,816$6.56M1.2%+65.3%0.105%
11/8/2023Oppenheimer Asset Management Inc.61,896$4.52M0.1%+11.9%0.072%
11/8/2023Premier Fund Managers Ltd10,510$0.78M0.0%N/A0.012%
11/7/2023Great Lakes Advisors LLC73,930$5.40M0.0%N/A0.086%
11/7/2023New York State Common Retirement Fund104,809$7.66M0.0%+131.1%0.122%
11/7/2023Barclays PLC55,140$4.03M0.0%-12.7%0.064%
11/7/2023Van Berkom & Associates Inc.1,042,470$76.15M2.5%+5.2%1.218%
11/7/2023Zions Bancorporation N.A.16,742$1.22M0.1%+6.8%0.020%
11/7/2023Arizona State Retirement System24,336$1.78M0.0%+2.2%0.028%
11/7/2023Mitsubishi UFJ Kokusai Asset Management Co. Ltd.1,789$0.13M0.0%-8.2%0.002%
11/6/2023Retirement Systems of Alabama106,721$7.80M0.0%-3.1%0.125%
11/6/2023Los Angeles Capital Management LLC64,460$4.71M0.0%-2.5%0.075%
11/6/2023Victory Capital Management Inc.244,913$17.89M0.0%-26.9%0.286%
11/6/2023Ieq Capital LLC5,021$0.37M0.0%N/A0.006%
11/4/2023Amica Mutual Insurance Co.28,551$2.09M0.2%N/A0.033%
11/4/2023Amica Retiree Medical Trust3,578$0.26M0.3%N/A0.004%
11/3/2023Lmcg Investments LLC11,838$0.87M0.1%N/A0.014%
(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.


This page (NASDAQ:HQY) was last updated on 12/7/2023 by MarketBeat.com Staff

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