INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - 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
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 Q1 2023
NameSharesValueWeighting ↓
Crestwood Capital Management, L.P. 82,034$5,036,0004.74%
Iron Triangle Partners LP 485,541$29,807,0003.86%
ASHFORD CAPITAL MANAGEMENT INC 358,048$21,981,0003.12%
SECTORAL ASSET MANAGEMENT INC 240,600$14,770,0002.98%
Iron Gate Global Advisors LLC 157,944$9,693,0002.67%
WASATCH ADVISORS LP 6,628,751$406,939,0002.57%
DFPG INVESTMENTS, LLC 100,139$5,852,0002.55%
Aureus Asset Management, LLC 513,826$31,544,0002.55%
Summit Creek Advisors LLC 298,196$18,306,0002.33%
Van Berkom & Associates Inc. 737,777$45,292,0001.90%
View complete list of HEALTHEQUITY INC shareholders