Purchases and Sales Made in Q3 2023 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q3 2023. The information is specifically focused on institutions that hold shares of HEALTHEQUITY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
17K+ 9.06% |
$1.05M - $1.29M
|
205K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.7K+ 22.97% |
$1.03M - $1.26M
|
89.3K
$9.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
16.3K+ 162.5% |
$1M - $1.23M
|
26.3K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16K+ 38.94% |
$985K - $1.21M
|
57.1K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.1KNew |
$930K - $1.14M
|
15.1K
$1.68M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
14.1K+ 36.51% |
$868K - $1.07M
|
52.7K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$856K - $1.05M
|
13.9K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
13.8KNew |
$852K - $1.05M
|
13.8K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$729K - $895K
|
11.8K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
11.8KNew |
$724K - $889K
|
11.8K
$1.31M
|
|
|
Nov 17, 2023
Q3 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
11.5K+ 2.19% |
$709K - $870K
|
536K
$59.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5KNew |
$649K - $796K
|
10.5K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
10.5KNew |
$647K - $794K
|
10.5K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
10.5KNew |
$645K - $792K
|
10.5K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
9.78KNew |
$602K - $739K
|
9.78K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
- |
9.74KNew |
$600K - $736K
|
9.74K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
9.6K+ 10.12% |
$591K - $726K
|
105K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.2K+ 32.53% |
$567K - $695K
|
37.5K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
8.88K+ 18.51% |
$547K - $672K
|
56.9K
$6.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.99KNew |
$492K - $604K
|
7.99K
$890K
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
7.3KNew |
$450K - $552K
|
7.3K
$814K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.64KNew |
$409K - $502K
|
6.64K
$740K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.59K+ 11.92% |
$406K - $498K
|
61.9K
$6.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.58K+ 8.05% |
$405K - $498K
|
88.3K
$9.85M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
6.58K+ 0.23% |
$405K - $497K
|
2.82M
$315M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.7KNew |
$351K - $431K
|
5.7K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.59KNew |
$344K - $422K
|
5.59K
$623K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.17K+ 107.45% |
$318K - $390K
|
9.97K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.02KNew |
$309K - $380K
|
5.02K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.93K+ 67.25% |
$303K - $373K
|
12.3K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
4.87KNew |
$300K - $368K
|
4.87K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.62KNew |
$284K - $349K
|
4.62K
$515K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.6K+ 32.17% |
$283K - $348K
|
18.9K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.51K+ 26.32% |
$278K - $341K
|
21.6K
$2.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.25K+ 27.09% |
$262K - $321K
|
19.9K
$2.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.91K+ 96.9% |
$241K - $295K
|
7.94K
$886K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.9K+ 6.43% |
$240K - $294K
|
64.5K
$7.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.68KNew |
$227K - $278K
|
3.68K
$411K
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.6KNew |
$222K - $272K
|
3.6K
$401K
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
3.58KNew |
$220K - $270K
|
3.58K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.47KNew |
$213K - $262K
|
3.47K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.44KNew |
$212K - $260K
|
3.44K
$384K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.34KNew |
$206K - $252K
|
3.34K
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.3K+ 1.79% |
$203K - $249K
|
188K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.2K+ 9.79% |
$197K - $242K
|
35.9K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.18KNew |
$196K - $240K
|
3.18K
$354K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.15KNew |
$194K - $238K
|
3.15K
$352K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
3KNew |
$185K - $227K
|
3K
$335K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.98KNew |
$183K - $225K
|
2.98K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.94KNew |
$181K - $222K
|
2.94K
$328K
|