MASSACHUSETTS FINANCIAL SERVICES CO /MA/ - HEALTHEQUITY INC ownership

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
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$54,069,930
-1.9%
740,177
-15.2%
0.02%
+5.6%
Q2 2023$55,123,556
+18.2%
873,037
+9.9%
0.02%
+12.5%
Q1 2023$46,623,372
+55.8%
794,130
+63.6%
0.02%
+60.0%
Q4 2022$29,917,590
-30.2%
485,360
-24.0%
0.01%
-37.5%
Q3 2022$42,886,000
+16.7%
638,467
+6.7%
0.02%
+23.1%
Q2 2022$36,736,000
-31.8%
598,399
-25.1%
0.01%
-18.8%
Q1 2022$53,854,000
+56.5%
798,551
+2.7%
0.02%
+77.8%
Q4 2021$34,407,000
-22.1%
777,740
+14.0%
0.01%
-30.8%
Q3 2021$44,195,000
-48.7%
682,439
-36.2%
0.01%
-48.0%
Q2 2021$86,120,000
+29.0%
1,070,074
+9.0%
0.02%
+19.0%
Q1 2021$66,745,000
+556.4%
981,531
+395.9%
0.02%
+425.0%
Q3 2020$10,168,000
-28.3%
197,930
-18.1%
0.00%
-33.3%
Q2 2020$14,173,000
-37.4%
241,570
-46.0%
0.01%
-45.5%
Q1 2020$22,651,000
-32.3%
447,746
-0.9%
0.01%
-15.4%
Q4 2019$33,461,000
+54.6%
451,746
+19.3%
0.01%
+44.4%
Q3 2019$21,647,000
+6.7%
378,809
+22.2%
0.01%
+12.5%
Q2 2019$20,280,000
+13.2%
310,092
+28.1%
0.01%0.0%
Q1 2019$17,914,000
+15.9%
242,140
-6.5%
0.01%
+14.3%
Q4 2018$15,455,000259,1020.01%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2020
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