J.P. Morgan Private Wealth Advisors LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 2 filers reported holding HEALTHEQUITY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$388,531
+5.2%
5,319
-9.0%
0.00%
-50.0%
Q2 2023$369,224
-40.3%
5,848
-44.4%
0.00%
+100.0%
Q1 2023$617,981
-45.9%
10,526
-43.2%
0.00%
-66.7%
Q4 2022$1,142,621
-8.4%
18,537
-0.2%
0.00%0.0%
Q3 2022$1,248,000
+4.8%
18,573
-4.2%
0.00%0.0%
Q2 2022$1,191,000
+4.2%
19,396
+14.5%
0.00%
+50.0%
Q1 2022$1,143,000
+44.3%
16,947
-5.3%
0.00%0.0%
Q4 2021$792,000
-57.7%
17,892
-38.1%
0.00%
-60.0%
Q3 2021$1,872,000
-17.5%
28,904
+2.5%
0.01%
-16.7%
Q2 2021$2,269,000
+309.6%
28,196
+246.0%
0.01%
+200.0%
Q1 2021$554,000
-32.5%
8,149
-30.8%
0.00%
-33.3%
Q4 2020$821,000
+157.4%
11,777
+89.6%
0.00%
+200.0%
Q3 2020$319,000
-91.4%
6,212
-89.1%
0.00%
-95.0%
Q2 2019$3,715,000
+107.7%
56,807
+134.9%
0.02%
+122.2%
Q1 2019$1,789,00024,1810.01%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2023
NameSharesValueWeighting ↓
BERKLEY W R CORP 4,111,038$248,882,00033.94%
Iron Gate Global Advisors LLC 202,392$12,253,0009.30%
Lucha Capital Management, LP 79,940$4,839,0002.27%
Aureus Asset Management, LLC 247,502$14,984,0002.25%
NEXT CENTURY GROWTH INVESTORS LLC 207,517$12,563,0001.68%
WASATCH ADVISORS LP 2,139,530$129,527,0001.67%
FORTALEZA ASSET MANAGEMENT INC/ 4,330$262,0001.59%
PICTON MAHONEY ASSET MANAGEMENT 297,100$17,988,0001.30%
Stephens Investment Management Group LLC 824,845$49,936,0001.08%
Granite Investment Partners, LLC 261,650$15,840,0001.06%
View complete list of HEALTHEQUITY INC shareholders