Physician Wealth Advisors, Inc. - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 303 filers reported holding HEALTHEQUITY INC in Q3 2019. The put-call ratio across all filers is 2.09 and the average weighting 0.2%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$5,034,791
+24.1%
67,845
+4.3%
1.30%
+28.6%
Q2 2023$4,057,171
+8.1%
65,0290.0%1.01%
+2.2%
Q1 2023$3,754,785
+1.1%
65,0290.0%0.98%
-1.8%
Q4 2022$3,715,117
-16.3%
65,0290.0%1.00%
-26.5%
Q3 2022$4,440,000
+19.7%
65,0290.0%1.36%
+27.0%
Q2 2022$3,710,000
-10.0%
65,029
-0.2%
1.08%
-1.7%
Q1 2022$4,120,000
+39.2%
65,1880.0%1.09%
+41.0%
Q4 2021$2,960,000
-28.1%
65,1880.0%0.78%
-31.4%
Q3 2021$4,117,000
-15.1%
65,1880.0%1.13%
-18.5%
Q2 2021$4,851,000
+11.4%
65,1880.0%1.39%
-2.0%
Q1 2021$4,355,000
-14.3%
65,1880.0%1.42%
-18.1%
Q4 2020$5,083,000
+47.2%
65,1880.0%1.73%
+24.8%
Q3 2020$3,454,000
-2.0%
65,188
-0.2%
1.39%
-2.5%
Q2 2020$3,526,000
+10.7%
65,288
-0.0%
1.42%
-10.7%
Q1 2020$3,186,000
-48.5%
65,309
-23.3%
1.59%
-42.2%
Q4 2019$6,188,000
+14.1%
85,1290.0%2.75%
+4.0%
Q3 2019$5,421,00085,1292.65%
Other shareholders
HEALTHEQUITY INC shareholders Q3 2019
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