INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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
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 Q4 2021
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 348,954$22,032,9564.59%
ASHFORD CAPITAL MANAGEMENT INC 419,789$26,505,4773.70%
WASATCH ADVISORS LP 7,128,322$450,082,2512.72%
Van Berkom & Associates Inc. 990,646$62,5492.27%
Aureus Asset Management, LLC 433,063$27,343,5982.05%
SECTORAL ASSET MANAGEMENT INC 183,375$11,578,2981.93%
Summit Creek Advisors LLC 228,368$14,419,1561.80%
Advantage Alpha Capital Partners LP 123,339$7,787,6241.56%
NBW CAPITAL LLC 87,946$5,552,9101.30%
ArrowMark Colorado Holdings LLC 1,656,862$104,614,2671.15%
View complete list of HEALTHEQUITY INC shareholders