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
Latest Institutional Ownership Changes
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
BlackRock Inc | 12.294% | 5.587% | 10,591,921 | 560,485 | 2023-12-31 |
Vanguard Group Inc | 10.004% | 1.222% | 8,619,499 | 104,084 | 2023-12-31 |
Wasatch Advisors Inc. | 7.939% | -5.888% | 6,839,831 | -427,944 | 2023-12-31 |
FMR Inc | 6.051% | -7.718% | 5,213,015 | -435,977 | 2023-12-31 |
State Street Corporation | 3.431% | 4.731% | 2,956,410 | 133,552 | 2023-12-31 |
ClearBridge Advisors, LLC | 2.736% | 6.935% | 2,357,572 | 152,897 | 2023-12-31 |
Goldman Sachs Group Inc | 2.622% | 149.311% | 2,259,268 | 1,353,062 | 2023-12-31 |
JPMorgan Chase & Co | 2.428% | -10.259% | 2,091,948 | -239,157 | 2023-12-31 |
Geode Capital Management, LLC | 2.197% | 4.694% | 1,892,924 | 84,864 | 2023-12-31 |
Brown Advisory Holdings Inc | 2.106% | -12.348% | 1,814,403 | -255,598 | 2023-12-31 |
Mackenzie Investments | 2.098% | 58.208% | 1,807,407 | 664,979 | 2023-12-31 |
William Blair Investment Management, LLC | 2.069% | -32.599% | 1,782,911 | -862,333 | 2023-12-31 |
Franklin Resources Inc | 1.719% | 6.978% | 1,480,655 | 96,583 | 2023-12-31 |
Dimensional Fund Advisors, Inc. | 1.636% | 8.306% | 1,409,740 | 108,108 | 2023-12-31 |
ArrowMark Colorado Holdings, LLC (ArrowMark Partne | 1.404% | -23.387% | 1,209,652 | -369,259 | 2023-12-31 |
Allspring Global Investments Holdings, LLC | 1.403% | -10.096% | 1,208,626 | -135,731 | 2023-12-31 |
Stephens Inv Mgmt Group LLC | 1.377% | 4.619% | 1,186,491 | 52,383 | 2023-12-31 |
Northern Trust Corp | 1.278% | -1.747% | 1,101,200 | -19,574 | 2023-12-31 |
HHG PLC | 1.263% | 0.083% | 1,088,267 | 899 | 2023-12-31 |
Charles Schwab Investment Management Inc | 1.163% | 2.220% | 1,002,283 | 21,766 | 2023-12-31 |
Van Berkom and Associates Inc | 1.144% | -5.863% | 981,351 | -61,119 | 2023-12-31 |
Top Institutions
Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
---|---|---|---|---|---|
BlackRock Inc | 12.294% | 5.587% | 10,591,921 | 560,485 | 2023-12-31 |
Vanguard Group Inc | 10.004% | 1.222% | 8,619,499 | 104,084 | 2023-12-31 |
Wasatch Advisors Inc. | 7.939% | -5.888% | 6,839,831 | -427,944 | 2023-12-31 |
FMR Inc | 6.051% | -7.718% | 5,213,015 | -435,977 | 2023-12-31 |
State Street Corporation | 3.431% | 4.731% | 2,956,410 | 133,552 | 2023-12-31 |
ClearBridge Advisors, LLC | 2.736% | 6.935% | 2,357,572 | 152,897 | 2023-12-31 |
Goldman Sachs Group Inc | 2.622% | 149.311% | 2,259,268 | 1,353,062 | 2023-12-31 |
JPMorgan Chase & Co | 2.428% | -10.259% | 2,091,948 | -239,157 | 2023-12-31 |
Geode Capital Management, LLC | 2.197% | 4.694% | 1,892,924 | 84,864 | 2023-12-31 |
Millennium Management LLC | 2.176% | 43.938% | 1,866,649 | 569,806 | 2023-09-30 |
Brown Advisory Holdings Inc | 2.106% | -12.348% | 1,814,403 | -255,598 | 2023-12-31 |
Mackenzie Investments | 2.098% | 58.208% | 1,807,407 | 664,979 | 2023-12-31 |
William Blair Investment Management, LLC | 2.069% | -32.599% | 1,782,911 | -862,333 | 2023-12-31 |
Fred Alger Management, LLC | 1.852% | -11.016% | 1,583,002 | -195,968 | 2022-12-31 |
Franklin Resources Inc | 1.719% | 6.978% | 1,480,655 | 96,583 | 2023-12-31 |
Kayne Anderson Rudnick Investment Management LLC | 1.738% | 4.322% | 1,471,172 | 60,946 | 2022-09-30 |
Dimensional Fund Advisors, Inc. | 1.636% | 8.306% | 1,409,740 | 108,108 | 2023-12-31 |
ArrowMark Colorado Holdings, LLC (ArrowMark Partne | 1.404% | -23.387% | 1,209,652 | -369,259 | 2023-12-31 |
Allspring Global Investments Holdings, LLC | 1.403% | -10.096% | 1,208,626 | -135,731 | 2023-12-31 |
Stephens Inv Mgmt Group LLC | 1.377% | 4.619% | 1,186,491 | 52,383 | 2023-12-31 |
Credit Suisse First Boston (CSFB) | 1.332% | -23.669% | 1,126,256 | -349,235 | 2022-06-30 |
Northern Trust Corp | 1.278% | -1.747% | 1,101,200 | -19,574 | 2023-12-31 |
HHG PLC | 1.263% | 0.083% | 1,088,267 | 899 | 2023-12-31 |
Charles Schwab Investment Management Inc | 1.163% | 2.220% | 1,002,283 | 21,766 | 2023-12-31 |
Van Berkom and Associates Inc | 1.144% | -5.863% | 981,351 | -61,119 | 2023-12-31 |
Bank of New York Mellon Corp | 1.104% | 1.442% | 933,350 | 13,268 | 2022-09-30 |
$HQY never selling
$HQY just fucking go already jeesh
$HQY Holding.
$HQY diamond balls
$HQY hmm...
$HQY go time
$HQY Going up
$HQY still bullish
$HQY where’s the WSB guys at? Still sleeping?
$HQY great sale!!!! Buy buy buy