Geneos Wealth Management Inc. - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 324 filers reported holding HEALTHEQUITY INC in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$5,844
+15.7%
800.0%0.00%
Q2 2023$5,051
+7.5%
800.0%0.00%
Q1 2023$4,697
-4.7%
800.0%0.00%
Q4 2022$4,931
-1.4%
800.0%0.00%
Q3 2022$5,000
+25.0%
800.0%0.00%
Q2 2022$4,000
-20.0%
800.0%0.00%
Q1 2022$5,000
+66.7%
800.0%0.00%
Q4 2021$3,000
-40.0%
800.0%0.00%
Q3 2021$5,000
-16.7%
800.0%0.00%
Q2 2021$6,000
-25.0%
80
-27.9%
0.00%
Q1 2021$8,000
+60.0%
1110.0%0.00%
Q4 2020$5,000
+66.7%
111
+38.8%
0.00%
Q3 2020$3,000
-25.0%
800.0%0.00%
Q2 2020$4,000
-76.5%
80
-75.8%
0.00%
-100.0%
Q1 2020$17,000
-29.2%
3300.0%0.00%0.0%
Q4 2019$24,000
-29.4%
330
-47.6%
0.00%
-50.0%
Q3 2019$34,000
-24.4%
630
-10.0%
0.00%
-33.3%
Q2 2019$45,0007000.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 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