Allworth Financial LP - 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
Allworth Financial LP ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$2,484
+87.3%
34
+61.9%
0.00%
Q2 2023$1,326
-40.6%
21
-44.7%
0.00%
Q1 2023$2,231
+3.4%
38
+8.6%
0.00%
Q4 2022$2,157
+7.8%
35
+9.4%
0.00%
Q3 2022$2,00032
+700.0%
0.00%
Q2 2022$040.0%0.00%
Q1 2022$0
-100.0%
4
-81.8%
0.00%
Q4 2020$2,000
-93.1%
22
-95.6%
0.00%
-100.0%
Q3 2019$29,000
-12.1%
5000.0%0.00%0.0%
Q2 2019$33,000
-10.8%
5000.0%0.00%
-50.0%
Q1 2019$37,000
+23.3%
5000.0%0.00%
+100.0%
Q4 2018$30,000
-68.1%
500
-50.0%
0.00%
-75.0%
Q3 2018$94,000
+25.3%
1,0000.0%0.00%0.0%
Q2 2018$75,000
+23.0%
1,0000.0%0.00%
-20.0%
Q1 2018$61,000
+29.8%
1,0000.0%0.01%
+25.0%
Q4 2017$47,000
-7.8%
1,0000.0%0.00%0.0%
Q3 2017$51,000
+2.0%
1,0000.0%0.00%0.0%
Q2 2017$50,000
+19.0%
1,0000.0%0.00%0.0%
Q1 2017$42,0001,0000.00%
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