HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 274 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 6,664 | 0.0% | 0.08% | -12.8% |
| Q4 2022 | $410,769 | -10.7% | 6,664 | -2.6% | 0.09% | -16.5% |
| Q3 2022 | $460,000 | +9.5% | 6,841 | 0.0% | 0.10% | +25.6% |
| Q2 2022 | $420,000 | -8.9% | 6,841 | 0.0% | 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% | 7,207 | 0.0% | 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% | 8,492 | 0.0% | 0.14% | -34.1% |
| Q4 2018 | $507,000 | +61.0% | 8,492 | +25.3% | 0.21% | +184.9% |
| Q4 2017 | $315,000 | – | 6,775 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |