Janney Montgomery Scott LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
Janney Montgomery Scott LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$217
-15.6%
2,975
-31.9%
0.00%0.0%
Q1 2023$257
-99.9%
4,370
-11.9%
0.00%0.0%
Q4 2021$220,000
-29.3%
4,963
+8.5%
0.00%
-50.0%
Q1 2021$311,000
-21.5%
4,573
-19.5%
0.00%0.0%
Q4 2020$396,000
+27.3%
5,683
-6.0%
0.00%0.0%
Q3 2020$311,000
-21.5%
6,048
-10.4%
0.00%
-33.3%
Q2 2020$396,000
-50.1%
6,750
-57.0%
0.00%
-50.0%
Q1 2020$794,000
-32.8%
15,693
-1.6%
0.01%
-25.0%
Q4 2019$1,182,000
+51.9%
15,952
+17.2%
0.01%
+33.3%
Q3 2019$778,000
+20.6%
13,616
+38.0%
0.01%
+20.0%
Q2 2019$645,000
-1.7%
9,865
+11.3%
0.01%0.0%
Q1 2019$656,000
+18.6%
8,863
-4.4%
0.01%0.0%
Q4 2018$553,000
-69.5%
9,275
-51.8%
0.01%
-68.8%
Q3 2018$1,816,000
+16.4%
19,234
-7.4%
0.02%
+6.7%
Q2 2018$1,560,000
+115.5%
20,776
+73.7%
0.02%
+114.3%
Q1 2018$724,000
+35.1%
11,962
+4.1%
0.01%
+16.7%
Q4 2017$536,000
-0.7%
11,492
+7.6%
0.01%0.0%
Q3 2017$540,000
+4.9%
10,681
+3.3%
0.01%0.0%
Q2 2017$515,000
+10.8%
10,336
-5.6%
0.01%0.0%
Q1 2017$465,000
+23.3%
10,950
+17.7%
0.01%0.0%
Q4 2016$377,000
+87.6%
9,300
+75.5%
0.01%
+50.0%
Q3 2016$201,000
-64.7%
5,300
-77.0%
0.00%
-73.3%
Q1 2016$569,000
+14.3%
23,064
+16.1%
0.02%
+15.4%
Q4 2015$498,00019,8730.01%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2020
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