FIRST TRUST ADVISORS LP - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.

Quarter-by-quarter ownership
FIRST TRUST ADVISORS LP ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$6,524,387
+42.3%
89,314
+23.0%
0.01%
+60.0%
Q2 2023$4,585,921
+45.3%
72,631
+35.1%
0.01%
+25.0%
Q1 2023$3,155,956
-55.9%
53,755
-53.7%
0.00%
-55.6%
Q4 2022$7,153,590
-55.7%
116,062
-51.7%
0.01%
-57.1%
Q3 2022$16,144,000
+67.5%
240,346
+53.0%
0.02%
+75.0%
Q2 2022$9,641,000
+696.8%
157,042
+774.9%
0.01%
+1100.0%
Q1 2022$1,210,000
-60.4%
17,949
-61.9%
0.00%
-66.7%
Q3 2021$3,053,000
-49.5%
47,150
-37.2%
0.00%
-57.1%
Q2 2021$6,046,000
-20.9%
75,124
-33.2%
0.01%
-22.2%
Q1 2021$7,648,000
+762.2%
112,465
+783.7%
0.01%
+800.0%
Q4 2020$887,000
-48.0%
12,726
-61.7%
0.00%
-66.7%
Q3 2020$1,706,0000.0%33,212
+14.2%
0.00%0.0%
Q2 2020$1,706,000
-35.3%
29,077
-44.2%
0.00%
-50.0%
Q1 2020$2,637,000
+92.6%
52,129
+149.1%
0.01%
+100.0%
Q2 2019$1,369,000
-72.8%
20,929
-69.2%
0.00%
-70.0%
Q1 2019$5,027,000
-21.3%
67,946
-36.5%
0.01%
-33.3%
Q4 2018$6,387,000
-49.1%
107,070
-19.5%
0.02%
-34.8%
Q3 2018$12,560,000
+35.4%
133,036
+7.7%
0.02%
+21.1%
Q2 2018$9,277,000
+162.9%
123,528
+111.9%
0.02%
+137.5%
Q1 2018$3,529,000
-20.4%
58,293
-38.6%
0.01%
-27.3%
Q4 2017$4,432,000
-24.8%
94,992
-18.5%
0.01%
-26.7%
Q3 2017$5,893,000
+25.4%
116,500
+23.6%
0.02%
+15.4%
Q2 2017$4,698,000
+37.3%
94,283
+17.0%
0.01%
+44.4%
Q1 2017$3,422,000
+83.0%
80,607
+74.6%
0.01%
+50.0%
Q4 2016$1,870,000
+4.4%
46,160
-2.4%
0.01%
+20.0%
Q3 2016$1,791,000
+336.8%
47,306
+250.7%
0.01%
+400.0%
Q2 2016$410,000
-79.2%
13,488
-82.8%
0.00%
-80.0%
Q4 2015$1,969,00078,5530.01%
Other shareholders
HEALTHEQUITY INC shareholders Q3 2021
NameSharesValueWeighting ↓
Crestwood Capital Management, L.P. 82,034$5,036,0004.74%
Iron Triangle Partners LP 485,541$29,807,0003.86%
ASHFORD CAPITAL MANAGEMENT INC 358,048$21,981,0003.12%
SECTORAL ASSET MANAGEMENT INC 240,600$14,770,0002.98%
Iron Gate Global Advisors LLC 157,944$9,693,0002.67%
WASATCH ADVISORS LP 6,628,751$406,939,0002.57%
DFPG INVESTMENTS, LLC 100,139$5,852,0002.55%
Aureus Asset Management, LLC 513,826$31,544,0002.55%
Summit Creek Advisors LLC 298,196$18,306,0002.33%
Van Berkom & Associates Inc. 737,777$45,292,0001.90%
View complete list of HEALTHEQUITY INC shareholders