INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 313 filers reported holding HEALTHEQUITY INC in Q3 2022. The put-call ratio across all filers is 0.33 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 2022
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