Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
More
HQY - HealthEquity Inc Stock Price, Fair Value and News
79.21
USD
+0.81
(+1.03%)
Delayed
Watchlist
Share
Stock
/
HQY
/
Funds-Owners-Holders
Which funds bought or sold HQY recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
85,859
2024-05-16
CASTLEARK MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
90,580
2024-05-16
Motley Fool Asset Management LLC
REDUCED
Premium
Premium
Premium
Premium
118,780
2024-05-16
Grandeur Peak Global Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
58,980
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
27,177
2024-05-16
Beacon Capital Management, LLC
NEW
Premium
Premium
Premium
Premium
25.00
2024-05-16
HANCOCK WHITNEY CORP
NEW
Premium
Premium
Premium
Premium
13,142
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
57,575
2024-05-15
AQR CAPITAL MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
176,804
2024-05-15
Point72 Asset Management, L.P.
REDUCED
Premium
Premium
Premium
Premium
146,754
2024-05-15
ZACKS INVESTMENT MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
25,284
2024-05-15
JANUS HENDERSON GROUP PLC
ADDED
Premium
Premium
Premium
Premium
1,100,720
2024-05-15
Redwood Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
20,979
2024-05-15
CITADEL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
38,016
2024-05-15
GOLDMAN SACHS GROUP INC
REDUCED
Premium
Premium
Premium
Premium
1,125,950
2024-05-15
FARALLON CAPITAL MANAGEMENT LLC
NEW
Premium
Premium
Premium
Premium
2,800
2024-05-15
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
330,693
2024-05-15
SHELTON CAPITAL MANAGEMENT
UNCHANGED
Premium
Premium
Premium
Premium
3,742
2024-05-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
REDUCED
Premium
Premium
Premium
Premium
97,249
2024-05-15
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)
NEW
Premium
Premium
Premium
Premium
4,660
2024-05-15
BAMCO INC /NY/
UNCHANGED
Premium
Premium
Premium
Premium
800,000
2024-05-15
Voya Investment Management LLC
REDUCED
Premium
Premium
Premium
Premium
75,717
2024-05-15
Iron Gate Global Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
31,439
2024-05-15
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
REDUCED
Premium
Premium
Premium
Premium
116
2024-05-15
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ADDED
Premium
Premium
Premium
Premium
84,353
Rows per page:
10
25
50
All
1–25 of 433
Which funds are the top buyers of HQY?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
10,926,200
891,906,000
0.02%
VANGUARD GROUP INC
8,768,630
715,783,000
0.01%
WASATCH ADVISORS LP
7,409,080
604,803,000
3.16%
FMR LLC
4,961,190
404,982,000
0.03%
STATE STREET CORP
3,053,330
249,243,000
0.01%
Clearbridge Investments, LLC
2,333,710
190,501,000
0.15%
MACKENZIE FINANCIAL CORP
2,038,620
166,412,000
0.24%
GEODE CAPITAL MANAGEMENT, LLC
1,975,700
161,299,000
0.01%
BROWN ADVISORY INC
1,866,490
152,362,000
0.20%
FRANKLIN RESOURCES INC
1,559,390
127,293,000
0.04%
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
28,386,200
4.97%
ASHFORD CAPITAL MANAGEMENT INC
27,877,600
3.77%
WASATCH ADVISORS LP
604,803,000
3.16%
Summit Creek Advisors LLC
20,924,300
2.64%
Greenhouse Funds LLLP
41,342,700
2.50%
Aureus Asset Management, LLC
33,560,900
2.29%
Eversept Partners, LP
34,394,400
2.29%
Forest Hill Capital, LLC
2,585,710
2.23%
Van Berkom & Associates Inc.
74,558,000
2.12%
Advantage Alpha Capital Partners LP
8,594,330
1.62%
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
Greenhouse Funds LLLP
41,342,700
AGF INVESTMENTS INC.
10,747,000
Diversify Advisory Services, LLC
7,827,750
Lisanti Capital Growth, LLC
4,700,660
Elk River Wealth Management, LLC
3,831,710
Amalgamated Financial Corp.
3,812,000
MARSHALL WACE, LLP
3,480,050
Additions
Fund Name
% Increased
Harvest Fund Management Co., Ltd
7,775
PEAK6 Investments LLC
5,254
Grandeur Peak Global Advisors, LLC
2,377
Smartleaf Asset Management LLC
1,300
UBS Group AG
1,168
NATIXIS ADVISORS, L.P.
716
AQR CAPITAL MANAGEMENT LLC
377
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
229
Reductions
Fund Name
% Reduced
Prestige Wealth Management Group LLC
-97.3
Tygh Capital Management, Inc.
-90.77
TWO SIGMA INVESTMENTS, LP
-81.81
EntryPoint Capital, LLC
-80.85
JANE STREET GROUP, LLC
-80.68
CITADEL ADVISORS LLC
-80.24
TFO Wealth Partners, LLC
-75.00
TUCKER ASSET MANAGEMENT LLC
-75.00
Sold off
Fund Name
$ Sold
NORGES BANK
-43,481,900
Trexquant Investment LP
-4,980,260
NATIXIS
-4,753,380
TWINBEECH CAPITAL LP
-4,525,310
EVOKE WEALTH, LLC
-4,469,080
Eaton Financial Holdings Company, LLC
-2,598,360
GSA CAPITAL PARTNERS LLP
-1,475,000
Schonfeld Strategic Advisors LLC
-1,293,510