INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 326 filers reported holding HEALTHEQUITY INC in Q1 2019. The put-call ratio across all filers is 1.48 and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q2 2024$1,810
+5.6%
210.0%0.00%
Q1 2024$1,714
+23.1%
210.0%0.00%
Q4 2023$1,392
-9.3%
210.0%0.00%
Q3 2023$1,534
+62.0%
21
+40.0%
0.00%
Q2 2023$947
+7.5%
150.0%0.00%
Q1 2023$881
-31.9%
15
-28.6%
0.00%
Q4 2022$1,294
+29.4%
210.0%0.00%
Q3 2022$1,0000.0%210.0%0.00%
Q2 2022$1,0000.0%21
+40.0%
0.00%
Q1 2022$1,0000.0%150.0%0.00%
Q4 2021$1,0000.0%150.0%0.00%
Q3 2021$1,0000.0%150.0%0.00%
Q2 2021$1,0000.0%150.0%0.00%
Q1 2021$1,0000.0%150.0%0.00%
Q4 2020$1,0000.0%150.0%0.00%
Q3 2020$1,000
-50.0%
15
-51.6%
0.00%
Q2 2020$2,0000.0%31
-13.9%
0.00%
Q1 2020$2,000
-33.3%
360.0%0.00%
-100.0%
Q4 2019$3,000
+50.0%
360.0%0.00%
Q3 2019$2,0000.0%36
-2.7%
0.00%
Q2 2019$2,000
-33.3%
370.0%0.00%
-100.0%
Q1 2019$3,000
+50.0%
370.0%0.00%
Q4 2018$2,000
-33.3%
370.0%0.00%
-100.0%
Q3 2018$3,0000.0%370.0%0.00%0.0%
Q2 2018$3,000
+50.0%
370.0%0.00%
Q1 2018$2,000370.00%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2019
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 368,285$21,622,0004.02%
ASHFORD CAPITAL MANAGEMENT INC 398,806$23,413,9003.50%
WASATCH ADVISORS LP 7,712,589$452,806,1002.82%
Van Berkom & Associates Inc. 1,038,377$60,9632.25%
Aureus Asset Management, LLC 451,449$26,504,5712.10%
SECTORAL ASSET MANAGEMENT INC 183,375$10,765,9462.07%
Summit Creek Advisors LLC 228,126$13,393,2771.74%
Advantage Alpha Capital Partners LP 122,578$7,196,5541.50%
NBW CAPITAL LLC 88,099$5,172,2921.26%
ArrowMark Colorado Holdings LLC 1,655,464$97,192,2911.10%
View complete list of HEALTHEQUITY INC shareholders