MASSACHUSETTS FINANCIAL SERVICES CO /MA/ - 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
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 Q1 2022
NameSharesValueWeighting ↓
DFPG INVESTMENTS, LLC 98,107$6,242,0002.36%
Greenhouse Funds LLLP 333,735$21,613,0002.18%
ASHFORD CAPITAL MANAGEMENT INC 363,681$23,552,0002.14%
WASATCH ADVISORS LP 6,196,260$401,270,0001.63%
AMUSSEN HUNSAKER ASSOCIATES LLC 229,656$15,002,0001.60%
Pantheon Investment Group, LLC 27,469$1,768,0001.52%
Sio Capital Management, LLC 73,458$4,757,0001.52%
Summit Creek Advisors LLC 215,074$13,928,0001.47%
Aureus Asset Management, LLC 322,555$20,889,0001.37%
INSPIRION WEALTH ADVISORS, LLC 91,485$5,925,0001.36%
View complete list of HEALTHEQUITY INC shareholders