MORGAN STANLEY - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$51,209,258
+25.6%
701,016
+8.6%
0.01%
+25.0%
Q2 2023$40,770,760
+22.4%
645,720
+13.8%
0.00%0.0%
Q1 2023$33,300,860
+7.0%
567,209
+12.4%
0.00%0.0%
Q4 2022$31,118,030
-17.0%
504,835
-9.6%
0.00%
-20.0%
Q3 2022$37,503,000
+7.1%
558,318
-2.1%
0.01%0.0%
Q2 2022$35,021,000
+260.9%
570,496
+296.5%
0.01%
+400.0%
Q1 2022$9,704,000
+28.3%
143,897
-15.9%
0.00%0.0%
Q4 2021$7,566,000
-70.1%
171,020
-56.3%
0.00%
-66.7%
Q3 2021$25,320,000
-53.5%
390,966
-42.2%
0.00%
-57.1%
Q2 2021$54,458,000
+176.2%
676,662
+133.3%
0.01%
+133.3%
Q1 2021$19,720,000
+4.6%
289,999
+7.3%
0.00%0.0%
Q4 2020$18,848,000
+57.1%
270,374
+15.8%
0.00%
+50.0%
Q3 2020$11,998,000
-30.3%
233,527
-20.4%
0.00%
-50.0%
Q2 2020$17,206,000
+94.4%
293,274
+67.6%
0.00%
+100.0%
Q1 2020$8,851,000
-89.6%
174,971
-84.7%
0.00%
-90.0%
Q4 2019$84,903,000
+37.9%
1,146,252
+6.4%
0.02%
+25.0%
Q3 2019$61,568,000
-32.2%
1,077,395
-22.5%
0.02%
-33.3%
Q2 2019$90,864,000
-81.2%
1,389,347
-78.7%
0.02%
-82.4%
Q1 2019$482,075,000
+25.8%
6,516,270
+1.4%
0.14%
+18.3%
Q4 2018$383,352,000
+1.5%
6,426,694
+60.6%
0.12%
+21.1%
Q3 2018$377,775,000
+45.2%
4,001,425
+15.5%
0.10%
+35.7%
Q2 2018$260,226,000
+22.6%
3,465,059
-1.2%
0.07%
+18.6%
Q1 2018$212,303,000
+245.2%
3,506,816
+166.1%
0.06%
+247.1%
Q4 2017$61,493,000
+1.6%
1,317,915
+10.2%
0.02%
-5.6%
Q3 2017$60,497,000
+33.2%
1,196,062
+31.3%
0.02%
+28.6%
Q2 2017$45,405,000
-41.8%
911,187
-50.4%
0.01%
+16.7%
Q1 2017$78,026,000
-27.0%
1,838,016
-30.4%
0.01%
-29.4%
Q4 2016$106,940,000
+227.1%
2,639,200
+205.6%
0.02%
+54.5%
Q3 2016$32,692,000
+22.2%
863,727
-1.9%
0.01%
+10.0%
Q2 2016$26,747,000
+2.8%
880,290
-16.5%
0.01%0.0%
Q1 2016$26,007,000
-40.0%
1,054,230
-39.1%
0.01%
-37.5%
Q4 2015$43,373,000
-43.9%
1,730,120
-33.9%
0.02%
-44.8%
Q3 2015$77,349,000
+114.4%
2,617,552
+132.6%
0.03%
+123.1%
Q2 2015$36,071,000
+22.9%
1,125,466
-4.2%
0.01%
+18.2%
Q1 2015$29,343,000
-13.8%
1,174,219
-12.2%
0.01%
-8.3%
Q4 2014$34,028,000
+26.8%
1,337,079
-8.7%
0.01%
+20.0%
Q3 2014$26,826,0001,465,1120.01%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2022
NameSharesValueWeighting ↓
Iron Triangle Partners LP 486,862$32,834,0003.90%
Crestwood Capital Management, L.P. 83,324$5,619,0003.38%
Philadelphia Financial Management of San Francisco, LLC 145,737$9,829,0003.16%
SECTORAL ASSET MANAGEMENT INC 240,000$16,186,0002.87%
DFPG INVESTMENTS, LLC 98,132$6,760,0002.63%
ASHFORD CAPITAL MANAGEMENT INC 354,290$23,893,0002.57%
WASATCH ADVISORS LP 7,638,935$515,170,0002.54%
AMUSSEN HUNSAKER ASSOCIATES LLC 159,522$10,758,0002.46%
Aureus Asset Management, LLC 509,590$34,367,0002.28%
Summit Creek Advisors LLC 298,071$20,102,0002.28%
View complete list of HEALTHEQUITY INC shareholders