HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 274 filers reported holding HEALTHEQUITY INC in Q1 2018. The put-call ratio across all filers is 0.73 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,619,159 | +28.6% | 172,747 | +11.1% | 0.01% | +37.5% |
| Q2 2023 | $9,813,842 | -2.4% | 155,430 | -9.2% | 0.01% | -11.1% |
| Q1 2023 | $10,054,904 | +26.7% | 171,264 | +33.0% | 0.01% | +28.6% |
| Q4 2022 | $7,936,397 | +6.8% | 128,754 | +16.4% | 0.01% | -12.5% |
| Q3 2022 | $7,431,000 | -21.6% | 110,627 | -28.4% | 0.01% | -11.1% |
| Q2 2022 | $9,484,000 | -12.2% | 154,495 | -3.5% | 0.01% | 0.0% |
| Q1 2022 | $10,798,000 | +139.6% | 160,110 | +57.2% | 0.01% | +125.0% |
| Q4 2021 | $4,506,000 | -37.0% | 101,847 | -7.8% | 0.00% | -33.3% |
| Q3 2021 | $7,151,000 | -15.8% | 110,422 | +4.7% | 0.01% | -25.0% |
| Q2 2021 | $8,491,000 | +33.8% | 105,502 | +13.0% | 0.01% | +33.3% |
| Q1 2021 | $6,347,000 | -42.9% | 93,333 | -41.5% | 0.01% | -50.0% |
| Q4 2020 | $11,120,000 | -12.0% | 159,517 | -35.1% | 0.01% | -25.0% |
| Q3 2020 | $12,634,000 | -24.1% | 245,937 | -13.3% | 0.02% | -27.3% |
| Q2 2020 | $16,647,000 | +10.8% | 283,746 | -4.4% | 0.02% | -8.3% |
| Q1 2020 | $15,022,000 | -31.1% | 296,943 | +0.9% | 0.02% | -14.3% |
| Q4 2019 | $21,804,000 | +156.3% | 294,370 | +97.7% | 0.03% | +133.3% |
| Q3 2019 | $8,507,000 | +90.9% | 148,864 | +118.4% | 0.01% | +100.0% |
| Q2 2019 | $4,457,000 | +2.3% | 68,151 | +15.7% | 0.01% | -14.3% |
| Q1 2019 | $4,356,000 | +32.4% | 58,883 | +6.8% | 0.01% | +16.7% |
| Q4 2018 | $3,289,000 | -37.1% | 55,146 | -0.4% | 0.01% | -25.0% |
| Q3 2018 | $5,225,000 | +40.0% | 55,344 | +11.4% | 0.01% | +33.3% |
| Q2 2018 | $3,732,000 | +26.6% | 49,700 | +2.0% | 0.01% | +20.0% |
| Q1 2018 | $2,949,000 | +61.9% | 48,716 | +24.8% | 0.01% | +66.7% |
| Q4 2017 | $1,821,000 | -6.9% | 39,029 | +0.9% | 0.00% | -25.0% |
| Q3 2017 | $1,957,000 | -31.7% | 38,684 | -32.7% | 0.00% | -33.3% |
| Q2 2017 | $2,864,000 | +56.5% | 57,466 | +33.3% | 0.01% | +50.0% |
| Q1 2017 | $1,830,000 | -21.2% | 43,111 | -24.8% | 0.00% | -33.3% |
| Q4 2016 | $2,322,000 | – | 57,305 | – | 0.01% | – |
Download | ||||||
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% |