Berman Capital Advisors, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q2 2021. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2021$9,000
+28.6%
154
+75.0%
0.00%0.0%
Q2 2021$7,000
-12.5%
88
-32.8%
0.00%
-50.0%
Q1 2021$8,000
+33.3%
131
+48.9%
0.00%
+100.0%
Q4 2020$6,000
+50.0%
880.0%0.00%0.0%
Q3 2020$4,000
-20.0%
880.0%0.00%0.0%
Q2 2020$5,00088
+528.6%
0.00%
Q1 2020$0
-100.0%
140.0%0.00%
Q4 2019$1,000
-80.0%
14
-84.1%
0.00%
-100.0%
Q3 2019$5,000
+25.0%
88
+27.5%
0.00%
+100.0%
Q2 2019$4,000
+100.0%
69
+122.6%
0.00%0.0%
Q1 2019$2,00031
+121.4%
0.00%
Q4 2018$0140.00%
Other shareholders
HEALTHEQUITY INC shareholders Q2 2021
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