HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $14,737 | -18.1% | 251 | -14.0% | 0.00% | 0.0% |
| Q4 2022 | $17,999 | -10.0% | 292 | -0.3% | 0.00% | -33.3% |
| Q3 2022 | $20,000 | +11.1% | 293 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | +5.9% | 289 | +16.1% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | +54.5% | 249 | +2.9% | 0.00% | +50.0% |
| Q4 2021 | $11,000 | -15.4% | 242 | +16.9% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | +18.2% | 207 | +47.9% | 0.00% | 0.0% |
| Q2 2021 | $11,000 | +37.5% | 140 | +16.7% | 0.00% | -33.3% |
| Q1 2021 | $8,000 | +100.0% | 120 | +122.2% | 0.00% | +50.0% |
| Q4 2020 | $4,000 | +33.3% | 54 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -40.0% | 54 | -11.5% | 0.00% | -50.0% |
| Q4 2019 | $5,000 | -61.5% | 61 | -72.4% | 0.00% | -66.7% |
| Q3 2019 | $13,000 | -7.1% | 221 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | +180.0% | 221 | +262.3% | 0.01% | +200.0% |
| Q1 2019 | $5,000 | +25.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -33.3% | 61 | -10.3% | 0.00% | -33.3% |
| Q3 2018 | $6,000 | 0.0% | 68 | -18.1% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | +50.0% | 83 | +36.1% | 0.00% | +50.0% |
| Q1 2018 | $4,000 | +33.3% | 61 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $3,000 | 0.0% | 61 | +13.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $3,000 | +50.0% | 54 | 0.0% | 0.00% | +100.0% |
| Q1 2017 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,000 | – | 54 | – | 0.00% | – |
Download | ||||||
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% |