PRIVATE TRUST CO NA - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 324 filers reported holding HEALTHEQUITY INC in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$21,038
+10.0%
288
-5.0%
0.00%
+50.0%
Q2 2023$19,131
-11.7%
303
-17.9%
0.00%
-33.3%
Q1 2023$21,664
+72113.3%
369
-25.3%
0.00%
-25.0%
Q4 2022$30
-99.9%
494
+1.4%
0.00%
-20.0%
Q3 2022$33,000
+17.9%
487
+6.3%
0.01%
+25.0%
Q2 2022$28,000458
+4480.0%
0.00%
Q3 2014$0100.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2022
NameSharesValueWeighting ↓
DFPG INVESTMENTS, LLC 98,107$6,242,0002.36%
Greenhouse Funds LLLP 333,735$21,613,0002.18%
ASHFORD CAPITAL MANAGEMENT INC 363,681$23,552,0002.14%
WASATCH ADVISORS LP 6,196,260$401,270,0001.63%
AMUSSEN HUNSAKER ASSOCIATES LLC 229,656$15,002,0001.60%
Pantheon Investment Group, LLC 27,469$1,768,0001.52%
Sio Capital Management, LLC 73,458$4,757,0001.52%
Summit Creek Advisors LLC 215,074$13,928,0001.47%
Aureus Asset Management, LLC 322,555$20,889,0001.37%
INSPIRION WEALTH ADVISORS, LLC 91,485$5,925,0001.36%
View complete list of HEALTHEQUITY INC shareholders