HealthEquity Inc (HQY) Ownership

79.90 ↑0.86 (1.09%)
As of April 26, 2024, 12:54pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of HealthEquity Inc (HQY), owning a total of 10.6 million shares. Combined, the top 26 institutional holders of HQY own 76.56% of the company with a total of 65.9 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders increased their combined ownership of HQY by 527 thousand shares. 12 institutions bought 3,333,662 total additional shares and increased their ownership by an average of 21.07%. However 9 institutions sold 2,806,692 total shares and decreased their ownership by an average of 12.21%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of HealthEquity increased by a net total of 526,970 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.294%5.587%10,591,921560,4852023-12-31
Vanguard Group Inc10.004%1.222%8,619,499104,0842023-12-31
Wasatch Advisors Inc.7.939%-5.888%6,839,831-427,9442023-12-31
FMR Inc6.051%-7.718%5,213,015-435,9772023-12-31
State Street Corporation3.431%4.731%2,956,410133,5522023-12-31
ClearBridge Advisors, LLC2.736%6.935%2,357,572152,8972023-12-31
Goldman Sachs Group Inc2.622%149.311%2,259,2681,353,0622023-12-31
JPMorgan Chase & Co2.428%-10.259%2,091,948-239,1572023-12-31
Geode Capital Management, LLC2.197%4.694%1,892,92484,8642023-12-31
Brown Advisory Holdings Inc2.106%-12.348%1,814,403-255,5982023-12-31
Mackenzie Investments2.098%58.208%1,807,407664,9792023-12-31
William Blair Investment Management, LLC2.069%-32.599%1,782,911-862,3332023-12-31
Franklin Resources Inc1.719%6.978%1,480,65596,5832023-12-31
Dimensional Fund Advisors, Inc.1.636%8.306%1,409,740108,1082023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne1.404%-23.387%1,209,652-369,2592023-12-31
Allspring Global Investments Holdings, LLC1.403%-10.096%1,208,626-135,7312023-12-31
Stephens Inv Mgmt Group LLC1.377%4.619%1,186,49152,3832023-12-31
Northern Trust Corp1.278%-1.747%1,101,200-19,5742023-12-31
HHG PLC1.263%0.083%1,088,2678992023-12-31
Charles Schwab Investment Management Inc1.163%2.220%1,002,28321,7662023-12-31
Van Berkom and Associates Inc1.144%-5.863%981,351-61,1192023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.294%5.587%10,591,921560,4852023-12-31
Vanguard Group Inc10.004%1.222%8,619,499104,0842023-12-31
Wasatch Advisors Inc.7.939%-5.888%6,839,831-427,9442023-12-31
FMR Inc6.051%-7.718%5,213,015-435,9772023-12-31
State Street Corporation3.431%4.731%2,956,410133,5522023-12-31
ClearBridge Advisors, LLC2.736%6.935%2,357,572152,8972023-12-31
Goldman Sachs Group Inc2.622%149.311%2,259,2681,353,0622023-12-31
JPMorgan Chase & Co2.428%-10.259%2,091,948-239,1572023-12-31
Geode Capital Management, LLC2.197%4.694%1,892,92484,8642023-12-31
Millennium Management LLC2.176%43.938%1,866,649569,8062023-09-30
Brown Advisory Holdings Inc2.106%-12.348%1,814,403-255,5982023-12-31
Mackenzie Investments2.098%58.208%1,807,407664,9792023-12-31
William Blair Investment Management, LLC2.069%-32.599%1,782,911-862,3332023-12-31
Fred Alger Management, LLC1.852%-11.016%1,583,002-195,9682022-12-31
Franklin Resources Inc1.719%6.978%1,480,65596,5832023-12-31
Kayne Anderson Rudnick Investment Management LLC1.738%4.322%1,471,17260,9462022-09-30
Dimensional Fund Advisors, Inc.1.636%8.306%1,409,740108,1082023-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne1.404%-23.387%1,209,652-369,2592023-12-31
Allspring Global Investments Holdings, LLC1.403%-10.096%1,208,626-135,7312023-12-31
Stephens Inv Mgmt Group LLC1.377%4.619%1,186,49152,3832023-12-31
Credit Suisse First Boston (CSFB)1.332%-23.669%1,126,256-349,2352022-06-30
Northern Trust Corp1.278%-1.747%1,101,200-19,5742023-12-31
HHG PLC1.263%0.083%1,088,2678992023-12-31
Charles Schwab Investment Management Inc1.163%2.220%1,002,28321,7662023-12-31
Van Berkom and Associates Inc1.144%-5.863%981,351-61,1192023-12-31
Bank of New York Mellon Corp1.104%1.442%933,35013,2682022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of HealthEquity Inc (HQY), owning a total of 2.7 million shares. Combined, the top 34 mutual fund holders of HQY own 46.96% of the company with a total of 40.4 million shares.

In the latest ownership report on March 28th 2024, the top 34 fund holders increased their combined ownership of HQY by 2 thousand shares. 1 funds bought 5,084 total additional shares and increased their ownership by an average of 0.24%. However 2 funds sold 3,376 total shares and decreased their ownership by an average of 0.11%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding HealthEquity increased by a net total of 1,708 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.097%-0.094%2,668,712-2,5172024-03-28
iShares Russell 2000 ETF2.420%0.244%2,085,3515,0842024-03-28
iShares Russell 2000 Growth ETF0.857%-0.116%738,549-8592024-03-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.108%-0.250%2,677,600-6,7112024-02-29
iShares Core S&P Mid-Cap ETF3.097%-0.094%2,668,712-2,5172024-03-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.058%1.695%2,618,41643,6462023-03-31
Vanguard Small Cap Index2.562%0.932%2,207,00020,3842024-02-29
iShares Russell 2000 ETF2.420%0.244%2,085,3515,0842024-03-28
Wasatch Core Growth1.882%-6.738%1,621,473-117,1502023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.472%0.075%1,268,2789492024-02-29
Vanguard Small Cap Growth Index Inv1.438%1.562%1,238,72119,0532024-02-29
Wasatch Small Cap Growth Investor1.366%8.543%1,176,78892,6162023-12-31
Vanguard Extended Market Index Investor1.373%-0.018%1,175,773-2102023-08-31
Fidelity® VIP Growth Initial1.330%0.000%1,140,89602023-10-31
VIP Growth Initial1.330%0.000%1,140,89602023-11-30
Fidelity VIP Growth Initial1.308%-1.192%1,127,296-13,6002024-02-29
Vanguard Explorer Inv1.247%-7.376%1,074,536-85,5632023-12-31
Fidelity Advisor® Equity Growth I1.216%1.715%1,043,63117,6002023-11-30
Fidelity Advisor Equity Growth I1.210%0.000%1,042,15602024-02-29
Alger Small Cap Focus I1.174%-18.231%995,085-221,8572023-01-31
Alger Small Cap Focus Composite1.174%-18.231%995,085-221,8572023-01-31
JPM US Small Cap Core-Composite1.124%-13.163%968,375-146,7892023-12-31
Canada Life US Small-Mid Cap Growth A0.992%1.927%854,56416,1562024-01-31
Virtus KAR Mid-Cap Growth A1.009%-3.167%853,220-27,9052022-06-30
ClearBridge Small Cap Growth A0.990%-1.101%852,597-9,4882023-12-31
Fidelity Small Cap Index0.987%1.588%850,34713,2882024-01-31
ClearBridge Small Cap Growth0.980%0.000%844,04902024-02-29
Canada Life US Small-Mid Cap Growth F0.974%0.000%838,40802023-12-31
Fidelity® Small Cap Index0.945%2.812%810,61022,1732023-10-31
Baron Small Cap Retail0.929%0.000%800,00002023-12-31
Baron Opp. Small Cap Growth Strategy0.929%0.000%800,00002023-12-31
Fidelity® Capital Appreciation0.920%-2.084%789,400-16,8002023-11-30
Fidelity Capital Appreciation0.897%0.000%772,90002024-02-29
JPMorgan Small Cap Equity A0.890%-20.840%766,567-201,8082024-01-31
Janus Henderson Triton D0.888%0.000%760,73302023-06-30
Janus Henderson US SMID Cap Growth0.888%0.000%760,73302023-06-30
iShares Russell 2000 Growth ETF0.857%-0.116%738,549-8592024-03-28

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