HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,562 | +23.1% | 4,840 | +6.4% | 0.02% | +28.6% |
| Q2 2023 | $287,287 | +9.1% | 4,550 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $263,314 | -17.7% | 4,485 | -13.6% | 0.01% | 0.0% |
| Q4 2022 | $319,912 | -5.0% | 5,190 | +3.6% | 0.01% | -17.6% |
| Q3 2022 | $336,589 | +9.4% | 5,011 | 0.0% | 0.02% | +30.8% |
| Q2 2022 | $307,625 | -9.0% | 5,011 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $337,942 | -77.8% | 5,011 | -85.4% | 0.01% | -42.9% |
| Q4 2021 | $1,521,325 | -34.3% | 34,388 | -3.8% | 0.02% | -38.2% |
| Q3 2021 | $2,315,623 | -20.6% | 35,757 | -1.3% | 0.03% | -17.1% |
| Q2 2021 | $2,915,066 | +20.5% | 36,221 | +1.8% | 0.04% | +13.9% |
| Q1 2021 | $2,419,984 | +4.2% | 35,588 | +6.8% | 0.04% | +2.9% |
| Q4 2020 | $2,323,225 | +30.7% | 33,327 | -3.7% | 0.04% | +12.9% |
| Q3 2020 | $1,776,991 | -9.0% | 34,592 | +3.9% | 0.03% | -11.4% |
| Q2 2020 | $1,953,770 | +1.4% | 33,301 | -12.5% | 0.04% | -14.6% |
| Q1 2020 | $1,925,860 | -34.4% | 38,068 | -4.0% | 0.04% | -16.3% |
| Q4 2019 | $2,937,468 | +27.8% | 39,658 | -1.4% | 0.05% | +25.6% |
| Q3 2019 | $2,297,743 | +9.0% | 40,209 | +24.7% | 0.04% | +8.3% |
| Q2 2019 | $2,108,953 | -9.7% | 32,247 | +2.2% | 0.04% | -14.3% |
| Q1 2019 | $2,335,031 | +23.1% | 31,563 | -0.8% | 0.04% | +10.5% |
| Q4 2018 | $1,897,288 | -36.4% | 31,807 | +0.6% | 0.04% | -28.3% |
| Q3 2018 | $2,983,922 | -99.8% | 31,606 | +80.9% | 0.05% | +152.4% |
| Q2 2018 | $1,311,922,000 | +40.5% | 17,469 | +13.3% | 0.02% | +61.5% |
| Q1 2018 | $933,769,000 | +123578.0% | 15,424 | -4.7% | 0.01% | +30.0% |
| Q4 2017 | $755,000 | -55.9% | 16,190 | -52.2% | 0.01% | -9.1% |
| Q3 2017 | $1,713,000 | +1.5% | 33,868 | 0.0% | 0.01% | -8.3% |
| Q2 2017 | $1,688,000 | +30.0% | 33,868 | +10.7% | 0.01% | +33.3% |
| Q1 2017 | $1,298,000 | +3.6% | 30,581 | -1.1% | 0.01% | 0.0% |
| Q4 2016 | $1,253,000 | +4.5% | 30,926 | -2.3% | 0.01% | 0.0% |
| Q3 2016 | $1,199,000 | +24.6% | 31,666 | 0.0% | 0.01% | +28.6% |
| Q2 2016 | $962,000 | +52.7% | 31,666 | +24.0% | 0.01% | +40.0% |
| Q1 2016 | $630,000 | -1.6% | 25,529 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $640,000 | -15.1% | 25,529 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $754,000 | -7.8% | 25,529 | 0.0% | 0.01% | -16.7% |
| Q2 2015 | $818,000 | +261.9% | 25,529 | +187.8% | 0.01% | +200.0% |
| Q4 2014 | $226,000 | -16.3% | 8,871 | -39.9% | 0.00% | 0.0% |
| Q3 2014 | $270,000 | – | 14,770 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |