IFP Advisors, Inc - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q2 2023$4,177
-11.5%
60
-3.2%
0.00%
Q1 2023$4,718
+52322.2%
62
-43.1%
0.00%
Q4 2022$9
-99.8%
109
+131.9%
0.00%
Q3 2022$4,0000.0%470.0%0.00%
Q2 2022$4,000
-33.3%
47
-29.9%
0.00%
Q1 2022$6,000
+500.0%
67
+235.0%
0.00%
Q4 2021$1,00020
+900.0%
0.00%
Q2 2021$020.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$0
-100.0%
0
-100.0%
0.00%
Q2 2020$6,0000.0%1000.0%0.00%
-100.0%
Q1 2020$6,000
-45.5%
100
-37.1%
0.00%0.0%
Q4 2019$11,000
+57.1%
159
+32.5%
0.00%
Q3 2019$7,000
+75.0%
120
+118.2%
0.00%
-100.0%
Q1 2019$4,000
-69.2%
55
-76.0%
0.00%0.0%
Q4 2018$13,000
+30.0%
229
+124.5%
0.00%
Q3 2018$10,000
+25.0%
1020.0%0.00%
Q2 2018$8,000
-72.4%
102
-83.5%
0.00%
-100.0%
Q1 2018$29,0000.0%6170.0%0.00%0.0%
Q4 2017$29,000
-23.7%
617
-18.0%
0.00%
-50.0%
Q3 2017$38,000
-37.7%
752
-38.8%
0.00%
-33.3%
Q2 2017$61,000
+1933.3%
1,228
+1629.6%
0.00%
Q1 2017$3,0000.0%710.0%0.00%
Q4 2016$3,0000.0%710.0%0.00%
Q3 2016$3,000
-25.0%
71
+29.1%
0.00%
-100.0%
Q1 2016$4,000550.00%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2023
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