Institute for Wealth Management, LLC. - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 275 filers reported holding HEALTHEQUITY INC in Q1 2018. The put-call ratio across all filers is 0.73 and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q2 2024$576,592
+4.4%
6,689
-1.2%
0.08%
+8.5%
Q1 2024$552,554
+23.1%
6,7690.0%0.07%
-2.7%
Q4 2023$448,785
-9.5%
6,769
-0.3%
0.07%
-18.0%
Q3 2023$495,718
+14.7%
6,786
-0.8%
0.09%
+21.9%
Q2 2023$432,068
+10.4%
6,843
+2.7%
0.07%
-2.7%
Q1 2023$391,243
-4.8%
6,6640.0%0.08%
-12.8%
Q4 2022$410,769
-10.7%
6,664
-2.6%
0.09%
-16.5%
Q3 2022$460,000
+9.5%
6,8410.0%0.10%
+25.6%
Q2 2022$420,000
-8.9%
6,8410.0%0.08%
+9.3%
Q1 2022$461,000
+52.6%
6,841
+0.1%
0.08%
+53.1%
Q4 2021$302,000
-35.2%
6,834
-4.9%
0.05%
-40.2%
Q3 2021$466,000
-19.7%
7,189
-0.2%
0.08%
-19.6%
Q2 2021$580,000
+18.4%
7,2070.0%0.10%
+9.7%
Q1 2021$490,000
-3.2%
7,207
-0.6%
0.09%
-7.9%
Q4 2020$506,000
+34.6%
7,254
-0.9%
0.10%
+17.4%
Q3 2020$376,000
-15.5%
7,319
-3.4%
0.09%
-21.1%
Q2 2020$445,000
+16.8%
7,579
+0.6%
0.11%
-6.8%
Q1 2020$381,000
-34.3%
7,534
-3.7%
0.12%
-10.7%
Q4 2019$580,000
+24.5%
7,825
-4.0%
0.13%
+12.0%
Q3 2019$466,000
-13.7%
8,154
-1.2%
0.12%
-2.5%
Q2 2019$540,000
-14.0%
8,252
-2.8%
0.12%
-12.4%
Q1 2019$628,000
+23.9%
8,4920.0%0.14%
-34.1%
Q4 2018$507,000
+61.0%
8,492
+25.3%
0.21%
+184.9%
Q4 2017$315,0006,7750.07%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2018
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 368,285$21,622,0004.02%
ASHFORD CAPITAL MANAGEMENT INC 398,806$23,413,9003.50%
WASATCH ADVISORS LP 7,712,589$452,806,1002.82%
Van Berkom & Associates Inc. 1,038,377$60,9632.25%
Aureus Asset Management, LLC 451,449$26,504,5712.10%
SECTORAL ASSET MANAGEMENT INC 183,375$10,765,9462.07%
Summit Creek Advisors LLC 228,126$13,393,2771.74%
Advantage Alpha Capital Partners LP 122,578$7,196,5541.50%
NBW CAPITAL LLC 88,099$5,172,2921.26%
ArrowMark Colorado Holdings LLC 1,655,464$97,192,2911.10%
View complete list of HEALTHEQUITY INC shareholders