Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 446 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,010
shares
|
$428,588
0.01% of portfolio
|
Q3 2024
Reduced 74.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,004
shares
|
$427,947
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
3,972
shares
|
$424,527
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
3,860
shares
|
$412,556
0.0% of portfolio
|
Q4 2024
Added 56.72%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,826
shares
|
$408,922
0.41% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,821
shares
|
$408,388
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,719
shares
|
$397,486
0.0% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,713
shares
|
$396,845
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,635
shares
|
$388,508
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,553
shares
|
$379,744
0.02% of portfolio
|
Q4 2024
Added 39.83%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
3,543
shares
|
$378,675
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,527
shares
|
$376,965
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,457
shares
|
$369,484
0.03% of portfolio
|
Q4 2024
Reduced 14.15%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,440
shares
|
$367,667
0.01% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,385
shares
|
$361,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
3,347
shares
|
$357,727
0.0% of portfolio
|
Q3 2024
Reduced 48.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,260
shares
|
$348,428
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,176
shares
|
$339,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
3,160
shares
|
$337,740
0.0% of portfolio
|
Q3 2024
Reduced 29.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,152
shares
|
$336,885
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,136
shares
|
$335,175
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,133
shares
|
$334,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
2,985
shares
|
$319,036
0.12% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,905
shares
|
$310,486
0.01% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
2,880
shares
|
$307,814
0.01% of portfolio
|
Q3 2024
New holding
|