HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 236 filers reported holding HEALTHEQUITY INC in Q2 2017. The put-call ratio across all filers is 1.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,010,628 | +12.6% | 27,524 | -2.7% | 0.08% | +19.4% |
| Q2 2023 | $1,786,167 | +7.3% | 28,289 | -0.3% | 0.07% | +1.5% |
| Q1 2023 | $1,665,250 | +4.2% | 28,364 | +0.6% | 0.07% | +3.1% |
| Q4 2022 | $1,597,588 | -15.7% | 28,206 | 0.0% | 0.06% | -24.7% |
| Q3 2022 | $1,894,000 | +7.4% | 28,206 | -1.8% | 0.08% | +11.8% |
| Q2 2022 | $1,763,000 | -8.3% | 28,725 | +0.8% | 0.08% | +10.1% |
| Q1 2022 | $1,922,000 | +52.4% | 28,504 | 0.0% | 0.07% | +60.5% |
| Q4 2021 | $1,261,000 | -31.7% | 28,504 | 0.0% | 0.04% | -35.8% |
| Q3 2021 | $1,846,000 | -21.0% | 28,504 | -1.8% | 0.07% | -20.2% |
| Q2 2021 | $2,337,000 | +17.9% | 29,038 | -0.4% | 0.08% | +10.5% |
| Q1 2021 | $1,982,000 | +3.2% | 29,152 | +5.8% | 0.08% | -13.6% |
| Q4 2020 | $1,921,000 | +31.5% | 27,555 | -3.1% | 0.09% | +33.3% |
| Q3 2020 | $1,461,000 | -6.8% | 28,435 | +6.4% | 0.07% | -12.0% |
| Q2 2020 | $1,568,000 | +19.1% | 26,720 | +2.7% | 0.08% | 0.0% |
| Q1 2020 | $1,317,000 | -31.6% | 26,026 | +0.1% | 0.08% | -11.8% |
| Q4 2019 | $1,926,000 | +31.2% | 26,006 | +1.2% | 0.08% | +26.9% |
| Q3 2019 | $1,468,000 | +5.7% | 25,695 | +21.0% | 0.07% | +6.3% |
| Q2 2019 | $1,389,000 | -8.7% | 21,240 | +3.3% | 0.06% | -11.3% |
| Q1 2019 | $1,522,000 | +24.0% | 20,569 | 0.0% | 0.07% | +6.0% |
| Q4 2018 | $1,227,000 | -36.8% | 20,569 | 0.0% | 0.07% | -25.6% |
| Q3 2018 | $1,942,000 | +466.2% | 20,569 | +350.8% | 0.09% | +462.5% |
| Q2 2018 | $343,000 | +29.4% | 4,563 | +4.3% | 0.02% | +23.1% |
| Q1 2018 | $265,000 | +29.9% | 4,375 | 0.0% | 0.01% | +44.4% |
| Q4 2017 | $204,000 | +9.1% | 4,375 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $187,000 | -14.2% | 4,375 | 0.0% | 0.01% | -18.2% |
| Q2 2017 | $218,000 | +38.0% | 4,375 | +17.4% | 0.01% | +37.5% |
| Q1 2017 | $158,000 | – | 3,727 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |