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HQY - HealthEquity Inc Stock Price, Fair Value and News
80.32
USD
+1.28
(+1.62%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold HQY recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-24
RAYMOND JAMES TRUST N.A.
NEW
Premium
Premium
Premium
Premium
2,721
2024-04-24
BROWN ADVISORY INC
ADDED
Premium
Premium
Premium
Premium
1,866,490
2024-04-24
Robeco Institutional Asset Management B.V.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
DekaBank Deutsche Girozentrale
UNCHANGED
Premium
Premium
Premium
Premium
549
2024-04-24
Dakota Wealth Management
REDUCED
Premium
Premium
Premium
Premium
3,003
2024-04-24
CENTRAL TRUST Co
UNCHANGED
Premium
Premium
Premium
Premium
57.00
2024-04-23
Louisiana State Employees Retirement System
ADDED
Premium
Premium
Premium
Premium
24,700
2024-04-23
Gradient Investments LLC
REDUCED
Premium
Premium
Premium
Premium
53,631
2024-04-23
Lunt Capital Management, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
17,730
2024-04-23
Summit Trail Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
3,363
2024-04-23
Global Retirement Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
79.00
2024-04-23
KLR INVESTMENT ADVISORS, LLC
REDUCED
Premium
Premium
Premium
Premium
5,422
2024-04-23
FIFTH THIRD BANCORP
ADDED
Premium
Premium
Premium
Premium
667
2024-04-23
NEW MEXICO EDUCATIONAL RETIREMENT BOARD
UNCHANGED
Premium
Premium
Premium
Premium
17,300
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
44,959
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
134,267
2024-04-22
Raymond James Financial Services Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
19,491
2024-04-22
MetLife Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
90,928
2024-04-19
State of Alaska, Department of Revenue
ADDED
Premium
Premium
Premium
Premium
9,306
2024-04-19
Handelsinvest Investeringsforvaltning
REDUCED
Premium
Premium
Premium
Premium
2,308
2024-04-19
Red Tortoise LLC
NEW
Premium
Premium
Premium
Premium
190
2024-04-19
Eaton Financial Holdings Company, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-19
NORDEN GROUP LLC
NEW
Premium
Premium
Premium
Premium
4,785
2024-04-19
VALLEY NATIONAL ADVISERS INC
ADDED
Premium
Premium
Premium
Premium
35.00
2024-04-18
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
NEW
Premium
Premium
Premium
Premium
605,710
Rows per page:
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25
50
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1–25 of 436
Which funds are the top buyers of HQY?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
10,591,900
702,244,000
0.02%
VANGUARD GROUP INC
8,619,500
571,473,000
0.01%
WASATCH ADVISORS LP
7,409,080
604,803,000
3.16%
FMR LLC
5,213,020
345,623,000
0.03%
STATE STREET CORP
2,956,410
196,010,000
0.01%
Clearbridge Investments, LLC
2,357,570
156,307,000
0.13%
GOLDMAN SACHS GROUP INC
2,259,270
149,789,000
0.01%
JPMORGAN CHASE & CO
2,091,950
138,696,000
0.01%
GEODE CAPITAL MANAGEMENT, LLC
1,892,920
125,515,000
0.01%
BROWN ADVISORY INC
1,866,490
152,362,000
0.20%
Rows per page:
10
1–10 of 99
Which funds have put a big percent of portfolio in HQY?
Fund Name
$ Value
% Port.
Ophir Asset Management Pty Ltd
21,062,000
4.18%
ASHFORD CAPITAL MANAGEMENT INC
27,095,600
3.63%
WASATCH ADVISORS LP
604,803,000
3.16%
Eversept Partners, LP
32,813,100
2.88%
Summit Creek Advisors LLC
16,892,600
2.26%
Aureus Asset Management, LLC
27,618,700
2.02%
Van Berkom & Associates Inc.
65,064,000
1.89%
NBW CAPITAL LLC
5,742,580
1.26%
APPLETON GROUP, LLC
356,338
1.24%
Aristotle Capital Boston, LLC
39,739,700
1.22%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold HQY
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
49,443,000
NORGES BANK
43,481,900
AGF INVESTMENTS INC.
10,747,000
Trexquant Investment LP
4,980,260
NATIXIS
4,753,380
TWINBEECH CAPITAL LP
4,525,310
HSBC HOLDINGS PLC
4,490,270
EVOKE WEALTH, LLC
4,469,080
Additions
Fund Name
% Increased
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
6,942
Qube Research & Technologies Ltd
1,986
Man Group plc
775
AQR CAPITAL MANAGEMENT LLC
367
EverSource Wealth Advisors, LLC
360
JANE STREET GROUP, LLC
333
GM Advisory Group, LLC
300
Parallel Advisors, LLC
255
Reductions
Fund Name
% Reduced
Grandeur Peak Global Advisors, LLC
-95.99
Tygh Capital Management, Inc.
-90.77
Eagle Bay Advisors LLC
-87.45
SG Americas Securities, LLC
-87.06
Harvest Fund Management Co., Ltd
-86.09
Redwood Investments, LLC
-85.29
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO
-81.96
TUCKER ASSET MANAGEMENT LLC
-75.00
Sold off
Fund Name
$ Sold
Granahan Investment Management, LLC
-35,749,700
Granahan Investment Management, LLC
-35,749,700
Lisanti Capital Growth, LLC
-13,220,600
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
-13,195,500
SECTORAL ASSET MANAGEMENT INC
-10,510,100
Moody Aldrich Partners LLC
-6,561,060
OSTERWEIS CAPITAL MANAGEMENT INC
-5,868,840
Portolan Capital Management, LLC
-4,774,770