INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 282 filers reported holding HEALTHEQUITY INC in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
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 Q3 2020
NameSharesValueWeighting ↓
Iron Triangle Partners LP 486,862$32,834,0003.90%
Crestwood Capital Management, L.P. 83,324$5,619,0003.38%
Philadelphia Financial Management of San Francisco, LLC 145,737$9,829,0003.16%
SECTORAL ASSET MANAGEMENT INC 240,000$16,186,0002.87%
DFPG INVESTMENTS, LLC 98,132$6,760,0002.63%
ASHFORD CAPITAL MANAGEMENT INC 354,290$23,893,0002.57%
WASATCH ADVISORS LP 7,638,935$515,170,0002.54%
AMUSSEN HUNSAKER ASSOCIATES LLC 159,522$10,758,0002.46%
Aureus Asset Management, LLC 509,590$34,367,0002.28%
Summit Creek Advisors LLC 298,071$20,102,0002.28%
View complete list of HEALTHEQUITY INC shareholders