Latest Institutional Transactions on Healthequity, Inc. (HQY)
This table provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$695K - $878K
|
10.5K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-4.77K- 45.43% |
$316K - $399K
|
5.73K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
10KNew |
$662K - $835K
|
10K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5.4KNew |
$358K - $451K
|
5.4K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.05KNew |
$334K - $422K
|
5.05K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.18K+ 8.96% |
$77.9K - $98.3K
|
14.3K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.9K- 42.51% |
$856K - $1.08M
|
17.5K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
196+ 1.59% |
$13K - $16.4K
|
12.5K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.76KNew |
$183K - $231K
|
2.76K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.27K- 40.02% |
$216K - $273K
|
4.89K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.44K- 80.85% |
$95.5K - $121K
|
342
$38.1K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-372- 7.69% |
$24.6K - $31.1K
|
4.47K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.48K- 14.08% |
$97.9K - $124K
|
9.03K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.95K- 1.24% |
$129K - $163K
|
155K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.2K- 99.92% |
$79.7K - $101K
|
1
$112
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2.87KNew |
$190K - $240K
|
2.87K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.44KNew |
$294K - $371K
|
4.44K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
184+ 0.14% |
$12.2K - $15.4K
|
135K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-400- 24.54% |
$26.5K - $33.4K
|
1.23K
$137K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.29K- 33.39% |
$218K - $275K
|
6.57K
$732K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.18K- 43.56% |
$144K - $182K
|
2.82K
$315K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-738K- 41.42% |
$48.9M - $61.7M
|
1.04M
$116M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.23KNew |
$280K - $353K
|
4.23K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.23KNew |
$280K - $353K
|
4.23K
$471K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-12.8K- 33.9% |
$848K - $1.07M
|
25K
$2.79M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
517New |
$34.2K - $43.2K
|
517
$57.7K
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
8.32K+ 24.14% |
$551K - $695K
|
42.8K
$4.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
95.9KNew |
$6.35M - $8.01M
|
95.9K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
303New |
$20K - $25.3K
|
303
$33.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
489New |
$32.4K - $40.8K
|
489
$54.5K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 0.58% |
$6.62K - $8.35K
|
17.3K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-492- 8.32% |
$32.6K - $41.1K
|
5.42K
$605K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
190New |
$12.6K - $15.9K
|
190
$21.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.79KNew |
$317K - $400K
|
4.79K
$534K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.2K- 34.19% |
$79.3K - $100K
|
2.31K
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.63KNew |
$174K - $220K
|
2.63K
$294K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 33.33% |
$331 - $418
|
10
$1.12K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
44New |
$2.91K - $3.68K
|
44
$4.91K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10K- 11.76% |
$662K - $835K
|
75K
$8.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
345New |
$22.8K - $28.8K
|
345
$38.5K
|
|
| Q4 2023 | |||||||
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.21KNew |
$138K - $169K
|
2.21K
$247K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 75.0% |
$375 - $457
|
2
$223
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 26.12% |
$2.19K - $2.66K
|
169
$18.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-568- 5.06% |
$35.5K - $43.2K
|
10.7K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-96.2K- 38.41% |
$6M - $7.32M
|
154K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
12KNew |
$752K - $916K
|
12K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$237K - $289K
|
3.8K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
20.7K+ 37.91% |
$1.29M - $1.57M
|
75.2K
$8.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 6.0% |
$187 - $228
|
47
$5.24K
|
|