INSPIRION WEALTH ADVISORS, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 284 filers reported holding HEALTHEQUITY INC in Q4 2021. The put-call ratio across all filers is 2.95 and the average weighting 0.1%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$6,209,250
+15.7%
85,0000.0%1.21%
+17.8%
Q2 2023$5,366,900
+7.5%
85,0000.0%1.03%
+2.7%
Q1 2023$4,990,350
-4.8%
85,0000.0%1.00%
-9.8%
Q4 2022$5,239,400
-14.7%
85,000
-7.1%
1.11%
-19.9%
Q3 2022$6,145,000
+9.4%
91,4850.0%1.39%
+12.4%
Q2 2022$5,616,000
-9.0%
91,4850.0%1.23%
-2.4%
Q1 2022$6,170,000
+52.5%
91,4850.0%1.26%
+48.1%
Q4 2021$4,047,000
-31.7%
91,4850.0%0.85%
-37.4%
Q3 2021$5,925,000
-19.5%
91,4850.0%1.36%
-24.9%
Q2 2021$7,363,000
+351.2%
91,485
+281.2%
1.81%
+318.9%
Q1 2021$1,632,000
-51.2%
24,000
-50.0%
0.43%
-54.0%
Q4 2020$3,346,000
+8.6%
48,000
-20.0%
0.94%
-11.0%
Q3 2020$3,082,000
-12.4%
60,0000.0%1.06%
-23.4%
Q2 2020$3,520,000
-0.6%
60,000
-14.3%
1.38%
-20.9%
Q1 2020$3,541,000
-31.7%
70,0000.0%1.75%
-0.1%
Q4 2019$5,185,000
+29.6%
70,0000.0%1.75%
-0.1%
Q3 2019$4,000,000
-12.6%
70,0000.0%1.75%
-11.4%
Q2 2019$4,578,000
-28.6%
70,000
-19.3%
1.98%
-30.4%
Q1 2019$6,414,000
+24.0%
86,7000.0%2.84%
+10.0%
Q4 2018$5,172,000
-45.2%
86,700
-13.3%
2.58%
-35.5%
Q3 2018$9,441,000100,0004.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2021
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