CIBC Private Wealth Group, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 147 filers reported holding HEALTHEQUITY INC in Q4 2015. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.

Quarter-by-quarter ownership
CIBC Private Wealth Group, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$5,400,587
-61.4%
73,930
-66.7%
0.01%
-13.3%
Q2 2023$14,008,240
+288.3%
221,860
-2.0%
0.02%
+275.0%
Q1 2023$3,607,826
-48.7%
226,480
+98.4%
0.00%
-83.3%
Q4 2022$7,034,973
-8.9%
114,130
-0.7%
0.02%
+14.3%
Q3 2022$7,720,000
+9.4%
114,930
-0.0%
0.02%
+16.7%
Q2 2022$7,057,000
-18.9%
114,951
-10.9%
0.02%
-5.3%
Q1 2022$8,702,000
+47.9%
129,030
-3.0%
0.02%
+58.3%
Q4 2021$5,885,000
-32.8%
133,030
-1.6%
0.01%
-40.0%
Q3 2021$8,753,000
-29.7%
135,172
-12.7%
0.02%
-31.0%
Q2 2021$12,455,000
+11.9%
154,766
-5.4%
0.03%
+3.6%
Q1 2021$11,129,000
+25.5%
163,651
+28.6%
0.03%
+21.7%
Q4 2020$8,871,000
+31.2%
127,260
-3.3%
0.02%
+9.5%
Q3 2020$6,760,000
-8.8%
131,610
+4.2%
0.02%
-41.7%
Q2 2020$7,412,000
+22.4%
126,330
+5.5%
0.04%
+38.5%
Q1 2020$6,057,000
-45.9%
119,728
-20.8%
0.03%
-29.7%
Q4 2019$11,198,000
+28.8%
151,186
-0.6%
0.04%
+19.4%
Q3 2019$8,695,000
-16.0%
152,163
-3.9%
0.03%
-13.9%
Q2 2019$10,352,000
-3.1%
158,287
+9.7%
0.04%
-12.2%
Q1 2019$10,678,000
+32.1%
144,345
+6.5%
0.04%
+13.9%
Q4 2018$8,085,000
-38.6%
135,545
-2.9%
0.04%
-28.0%
Q3 2018$13,172,000
-0.2%
139,525
-20.6%
0.05%
-7.4%
Q2 2018$13,192,000
+21.4%
175,651
-2.2%
0.05%
+14.9%
Q1 2018$10,869,000
-12.7%
179,541
-32.7%
0.05%
-11.3%
Q4 2017$12,445,000
-16.9%
266,714
-9.9%
0.05%
-22.1%
Q3 2017$14,972,000
+11.1%
296,002
+9.5%
0.07%
-20.0%
Q2 2017$13,471,000
+2.2%
270,355
-12.9%
0.08%
+2.4%
Q1 2017$13,180,000
-3.0%
310,475
-7.5%
0.08%
-7.8%
Q4 2016$13,593,000
+6.9%
335,475
-0.2%
0.09%
+2.3%
Q3 2016$12,719,000
+3.1%
336,045
-17.2%
0.09%
-2.2%
Q2 2016$12,335,000
+6.9%
405,965
-13.2%
0.09%
+1.1%
Q1 2016$11,538,000
+7.3%
467,694
+9.0%
0.09%
+6.0%
Q4 2015$10,757,000
+8.3%
429,059
+27.7%
0.08%
+2.4%
Q3 2015$9,931,000
-6.6%
336,079
+1.3%
0.08%
+6.5%
Q2 2015$10,638,000
-48.3%
331,914
-59.7%
0.08%
-49.3%
Q1 2015$20,589,000
-30.4%
823,885
-29.1%
0.15%
-32.7%
Q4 2014$29,585,000
+39.0%
1,162,4850.0%0.23%
+35.3%
Q3 2014$21,285,0001,162,4850.17%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2015
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