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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
117KNew |
$8.87M - $10.2M
|
117K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
98+ 350.0% |
$7.43K - $8.52K
|
126
$13.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-64- 15.02% |
$4.85K - $5.56K
|
362
$39.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-80- 1.71% |
$6.07K - $6.96K
|
4.59K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35- 5.32% |
$2.65K - $3.04K
|
623
$68.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-39- 0.04% |
$2.96K - $3.39K
|
89K
$9.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-893- 8.76% |
$67.7K - $77.6K
|
9.3K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-266- 8.22% |
$20.2K - $23.1K
|
2.97K
$328K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.34KNew |
$329K - $377K
|
4.34K
$478K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-72- 0.87% |
$5.46K - $6.26K
|
8.22K
$906K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
55KNew |
$4.17M - $4.78M
|
55K
$6.07M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-17- 0.09% |
$1.29K - $1.48K
|
19.9K
$2.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.73K+ 216.51% |
$207K - $237K
|
3.99K
$440K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.71K- 10.16% |
$206K - $236K
|
24K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-17.6K- 35.09% |
$1.34M - $1.53M
|
32.6K
$3.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
29+ 0.07% |
$2.2K - $2.52K
|
42.2K
$4.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.33K+ 3.11% |
$177K - $203K
|
77.4K
$8.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
181+ 2011.11% |
$13.7K - $15.7K
|
190
$21K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$129K - $147K
|
1.7K
$187K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
2.78KNew |
$211K - $242K
|
2.78K
$307K
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
281KNew |
$21.3M - $24.4M
|
281K
$30.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36+ 7.29% |
$2.73K - $3.13K
|
530
$58.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
3.6KNew |
$273K - $313K
|
3.6K
$397K
|
|
|
Jul 31, 2024
Q2 2024
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-24.2K- 41.98% |
$1.83M - $2.1M
|
33.4K
$3.69M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
408New |
$30.9K - $35.5K
|
408
$45K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$152 - $174
|
13
$1.43K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
37New |
$2.81K - $3.22K
|
37
$4.08K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
720+ 27.52% |
$54.6K - $62.6K
|
3.34K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-240- 20.57% |
$18.2K - $20.9K
|
927
$102K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 42.86% |
$1.14K - $1.3K
|
20
$2.21K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
97New |
$7.36K - $8.43K
|
97
$10.7K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 65.08% |
$1.98M - $2.49M
|
75.7K
$8.35M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-194- 97.0% |
$12.8K - $16.2K
|
6
$662
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
90New |
$5.96K - $7.52K
|
90
$9.93K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
150New |
$9.93K - $12.5K
|
150
$16.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-791- 97.17% |
$52.3K - $66.1K
|
23
$2.54K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
25New |
$1.65K - $2.09K
|
25
$2.76K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-4.77K- 45.43% |
$316K - $399K
|
5.73K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.8KNew |
$185K - $234K
|
2.8K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.05KNew |
$334K - $422K
|
5.05K
$557K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
5.4KNew |
$358K - $451K
|
5.4K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$695K - $878K
|
10.5K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
10KNew |
$662K - $835K
|
10K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.76KNew |
$183K - $231K
|
2.76K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.18K+ 8.96% |
$77.9K - $98.3K
|
14.3K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.9K- 42.51% |
$856K - $1.08M
|
17.5K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
196+ 1.59% |
$13K - $16.4K
|
12.5K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-372- 7.69% |
$24.6K - $31.1K
|
4.47K
$493K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.44K- 80.85% |
$95.5K - $121K
|
342
$37.7K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.27K- 40.02% |
$216K - $273K
|
4.89K
$540K
|
|