HealthEquity Ownership | Who Owns HealthEquity?
HealthEquity Ownership Summary
HealthEquity is owned by 100.12% institutional investors, 2.06% insiders. Blackrock is the largest institutional shareholder, holding 12.42% of HQY shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.28% of its assets in HealthEquity shares.
HQY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HealthEquity | 100.12% | 2.06% | -2.19% |
| Sector | Healthcare Stocks | 88.01% | 8.90% | 3.09% |
| Industry | Healthcare Information Services Stocks | 54.42% | 10.35% | 35.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.74M | 12.42% | $925.74M |
| Vanguard group | 8.83M | 10.21% | $760.76M |
| Wasatch advisors lp | 7.28M | 8.41% | $627.16M |
| Fmr | 5.33M | 6.16% | $459.43M |
| State street | 3.11M | 3.59% | $267.93M |
| Clearbridge investments | 2.38M | 2.75% | $204.92M |
| Mackenzie financial | 2.36M | 2.73% | $203.82M |
| Geode capital management | 2.06M | 2.39% | $177.94M |
| Brown advisory | 1.73M | 2.00% | $149.32M |
| Franklin resources | 1.63M | 1.88% | $140.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ophir asset management pty | 334.47K | 5.11% | $28.83M |
| Ashford capital management | 307.68K | 3.58% | $26.52M |
| Wasatch advisors lp | 7.28M | 3.35% | $627.16M |
| Greenhouse funds lllp | 756.69K | 3.28% | $65.23M |
| Summit creek advisors | 239.70K | 2.83% | $20.66M |
| Aureus asset management | 445.99K | 2.69% | $38.44M |
| Eversept partners, lp | 413.53K | 2.44% | $35.65M |
| Van berkom & associates | 930.17K | 2.40% | $80.18M |
| Forest hill capital | 31.68K | 2.25% | $2.73M |
| Advantage alpha capital partners lp | 105.26K | 1.98% | $9.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 886.63K | 0.01% | 886.63K |
| Fmr | 5.33M | 0.03% | 368.65K |
| Mackenzie financial | 2.36M | 0.30% | 325.91K |
| Woodline partners lp | 275.20K | 0.23% | 275.20K |
| Ranger investment management | 250.96K | 1.47% | 250.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | - | - | -1.04M |
| Goldman sachs group | 711.91K | 0.01% | -414.04K |
| Generate investment management | - | - | -280.56K |
| Man group | 39.15K | 0.01% | -207.40K |
| Stephens investment management group | 1.05M | 1.35% | -198.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 886.63K | 0.01% | 886.63K | $76.43M |
| Woodline partners lp | 275.20K | 0.23% | 275.20K | $23.72M |
| Ranger investment management | 250.96K | 1.47% | 250.96K | $21.63M |
| Corebridge financial | 154.94K | 0.07% | 154.94K | $13.36M |
| Mirae asset global etfs | 118.75K | 0.02% | 118.75K | $10.24M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Trust co of vermont | -2.00 |
| Advisornet financial | -10.00 |
| Abich financial wealth management | -15.00 |
| Valley national advisers | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 404 | 3.86% | 87,237,447 | -0.87% | 100 | 0.97% | 200 | -5.21% | 147 | 23.53% |
| Jun 30, 2024 | 389 | 4.29% | 88,004,116 | 2.69% | 101 | 1.04% | 211 | 18.54% | 119 | -12.50% |
| Mar 31, 2024 | 373 | 3.04% | 85,702,430 | 0.47% | 99 | 1.00% | 178 | 3.49% | 136 | 3.03% |
| Dec 31, 2023 | 362 | 2.55% | 85,301,269 | -2.30% | 99 | 0.96% | 172 | -4.97% | 132 | 10.00% |
| Sep 30, 2023 | 353 | 7.95% | 87,305,115 | 2.98% | 101 | 1.04% | 181 | 24.83% | 120 | -9.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.84M | 3.28% | 9.39K |
| Vanguard Total Stock Mkt Idx Inv | 2.74M | 3.17% | 2.63K |
| iShares Russell 2000 ETF | 2.30M | 2.66% | -8.85K |
| Vanguard Small Cap Index | 2.22M | 2.57% | 28.77K |
| Wasatch Core Growth | 2.12M | 2.43% | 198.59K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.33M | 1.53% | 23.87K |
| Vanguard Small Cap Growth Index Inv | 1.26M | 1.45% | 50.62K |
| Fidelity Advisor Equity Growth I | 1.12M | 1.29% | - |
| Canada Life US Small-Mid Cap Growth A | 1.08M | 1.25% | - |
| Fidelity VIP Growth Initial | 1.05M | 1.21% | -12.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 12, 2024 | Parker Stuart B. | - | Sell | $70.83K |
| Dec 12, 2024 | Parker Stuart B. | - | Sell | $2.35M |
| Dec 12, 2024 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Sell | $278.64K |
| Dec 12, 2024 | McCowan Debra Charlotte | - | Sell | $477.80K |
| Dec 09, 2024 | SELANDER ROBERT W | - | Sell | $253.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 13 |
| 2024 Q3 | - | 10 |
| 2024 Q2 | - | 10 |
| 2024 Q1 | - | 5 |
| 2023 Q4 | - | 6 |
HQY Ownership FAQ
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