Clearstead Advisors, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 284 filers reported holding HEALTHEQUITY INC in Q4 2021. The put-call ratio across all filers is 2.95 and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q1 2023$52,839
-4.8%
9000.0%0.00%0.0%
Q4 2022$55,476
-7.5%
9000.0%0.00%
-33.3%
Q3 2022$60,000
+9.1%
9000.0%0.01%
+50.0%
Q2 2022$55,000
-15.4%
900
-6.2%
0.00%0.0%
Q1 2022$65,000
+261.1%
960
+252.9%
0.00%
+300.0%
Q3 2021$18,0002720.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2021
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