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HealthEquity, Inc. (HQY) Ownership

HealthEquity, Inc. (HQY) Ownership

NASDAQ Currency in USD Disclaimer

Stock Price

$104.65

$1.69

(1.64%)

Day's range
$102.5
Day's range
$105.48
Recent Quarter Total Invested

$7.14 B

-$442.83 M
Recent Quarter Institutional Ownership Percentage

100.12%

-$1.65
Total Invested of Last Quarter

$7.58 B

Ownership Percentage of Last Quarter

101.77%

HealthEquity, Inc. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
BLACKROCK FUNDING, INC. /DE 11/13/2024 10.94 M $895.58 M   100.00% 12.56%
WASATCH ADVISORS LP 11/14/2024 7.76 M $635.07 M   6.64% 8.90%
STATE STREET CORP 11/14/2024 3.13 M $256.35 M   0.76% 3.59%
CLEARBRIDGE INVESTMENTS, LLC 11/12/2024 2.39 M $195.49 M   0.47% 2.74%
MACKENZIE FINANCIAL CORP 11/13/2024 2.36 M $192.96 M   -0.30% 2.71%
GEODE CAPITAL MANAGEMENT, LLC 11/12/2024 2.08 M $170.20 M   0.73% 2.39%
BROWN ADVISORY INC 11/13/2024 1.86 M $152.41 M   7.49% 2.14%
FRANKLIN RESOURCES INC 11/12/2024 1.64 M $139.37 M   0.72% 1.88%
INVESCO LTD. 11/12/2024 1.61 M $131.97 M   3.58% 1.85%
DIMENSIONAL FUND ADVISORS LP 11/07/2024 1.58 M $129.45 M   2.22% 1.82%
STEPHENS INVESTMENT MANAGEMENT GROUP LLC 10/28/2024 1.25 M $102.24 M   -3.03% 1.43%
JPMORGAN CHASE & CO 11/08/2024 1.22 M $99.47 M   -17.19% 1.39%
LOOMIS SAYLES & CO L P 11/13/2024 1.13 M $92.22 M   2.24% 1.29%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11/12/2024 1.06 M $86.91 M   1.39% 1.22%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 10/18/2024 1.04 M $84.94 M   -7.51% 1.19%
ARROWMARK COLORADO HOLDINGS LLC 11/14/2024 985,834 $80.69 M   -12.05% 1.13%
MILLENNIUM MANAGEMENT LLC 11/14/2024 947,294 $77.54 M   5.18% 1.09%
VAN BERKOM & ASSOCIATES INC. 11/04/2024 935,581 $76.58 M   0.58% 1.07%
JANUS HENDERSON GROUP PLC 11/14/2024 899,240 $73.60 M   -18.36% 1.03%
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 11/06/2024 843,423 $69.03 M   36.73% 0.97%
GENEVA CAPITAL MANAGEMENT LLC 11/05/2024 842,009 $68.92 M   0.08% 0.97%
GW&K INVESTMENT MANAGEMENT, LLC 11/07/2024 790,908 $64.74 M   0.29% 0.91%
BAMCO INC /NY/ 11/14/2024 750,000 $61.39 M   -6.25% 0.86%
BANK OF NEW YORK MELLON CORP 11/12/2024 744,886 $60.97 M   -17.34% 0.85%
MORGAN STANLEY 11/14/2024 705,255 $57.73 M   10.49% 0.81%
WELLINGTON MANAGEMENT GROUP LLP 11/14/2024 690,439 $56.51 M   -3.45% 0.79%
BANK OF AMERICA CORP /DE/ 11/14/2024 647,195 $52.97 B   -0.35% 0.74%
GOLDMAN SACHS GROUP INC 11/14/2024 645,871 $52.86 M   -9.28% 0.74%
SEI INVESTMENTS CO 11/12/2024 630,369 $51.60 M   -2.31% 0.72%
NUVEEN ASSET MANAGEMENT, LLC 11/14/2024 602,946 $49.35 M   8.74% 0.69%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11/13/2024 569,164 $46.59 M   -2.13% 0.65%
AMERICAN CENTURY COMPANIES INC 11/12/2024 531,767 $43.53 M   -0.18% 0.61%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 11/12/2024 484,782 $39.68 M   7.43% 0.56%
DAVENPORT & CO LLC 10/24/2024 480,413 $39.32 M   18.79% 0.55%
FULLER & THALER ASSET MANAGEMENT, INC. 11/13/2024 462,475 $37.85 M   15.09% 0.53%
AUREUS ASSET MANAGEMENT, LLC 11/14/2024 423,082 $34.63 M   -5.14% 0.49%
ROYAL BANK OF CANADA 11/14/2024 391,756 $32.07 M   22.06% 0.45%
AQR CAPITAL MANAGEMENT LLC 11/14/2024 383,645 $31.19 M   190.55% 0.44%
WOODLINE PARTNERS LP 11/14/2024 336,783 $27.57 M   22.38% 0.39%
ENSIGN PEAK ADVISORS, INC 11/14/2024 335,418 $27.45 M   -18.98% 0.39%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 11/13/2024 332,971 $27.25 M   7.35% 0.38%
EVERSEPT PARTNERS, LP 11/14/2024 319,078 $26.12 M   -22.84% 0.37%
ASHFORD CAPITAL MANAGEMENT INC 11/18/2024 305,222 $24.98 M   -0.80% 0.35%
MACQUARIE GROUP LTD 11/14/2024 296,651 $24.28 M   -18.13% 0.34%
DF DENT & CO INC 11/15/2024 296,579 $24.27 M   26.36% 0.34%
THRIVENT FINANCIAL FOR LUTHERANS 11/07/2024 293,624 $24.03 M   33.33% 0.34%
UBS GROUP AG 11/14/2024 286,564 $23.46 M   -1.06% 0.33%
VICTORY CAPITAL MANAGEMENT INC 11/05/2024 267,597 $21.90 M   -19.08% 0.31%
RHUMBLINE ADVISERS 11/12/2024 266,277 $21.79 M   -4.30% 0.31%
RANGER INVESTMENT MANAGEMENT, L.P. 11/04/2024 260,753 $21.34 M   3.90% 0.30%

HealthEquity, Inc.institutional Ownership - Frequently Asked Questions

  • Who are the largest shareholders of HQY shares?

    During the previous two years, 503 institutional investors and hedge funds held shares of HealthEquity, Inc.. The most heavily invested institutionals were:

    BlackRock Funding, Inc. /DE: 10.94 M

    WASATCH ADVISORS LP: 7.76 M

    STATE STREET CORP: 3.13 M

    Clearbridge Investments, LLC: 2.39 M

    MACKENZIE FINANCIAL CORP: 2.36 M

    GEODE CAPITAL MANAGEMENT, LLC: 2.08 M

  • What percentage of HealthEquity, Inc. stock is owned by institutional investors?

    100.12% of HealthEquity, Inc. stock is owned by institutional investors.

  • How much institutional buying is happening at HQY ?

    Institutional investors have bought a total of 90.79 M shares in the last 24 months. This purchase volume represents approximately $9.50 B in transactions.

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