HQY NASDAQ
HealthEquity, Inc.
1W: +5.0%
1M: +4.3%
3M: +9.5%
YTD: -5.1%
1Y: -14.6%
3Y: +55.2%
5Y: +16.1%
$88.11
+1.68 (+1.94%)
Weekly Expected Move ±5.5%
$73
$78
$82
$87
$91
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — HQY
583
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
75
New Positions
162
Increased
305
Reduced
144
Closed
0.83
Put/Call Ratio
Ownership Trends
Top Institutional Holders (675 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10,532,394 | $$928M | -683,435 | -6.1% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 8,668,534 | $$764M | -77,721 | -0.9% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 7,647,608 | $$674M | — | +0.0% | 1Q | SEC ↗ |
| 4 | WASATCH ADVISORS LP | 7,202,934 | $$635M | +613,288 | +9.3% | 13Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 4,163,593 | $$367M | — | +0.0% | 1Q | SEC ↗ |
| 6 | STATE STREET CORP | 3,099,897 | $$273M | +8,845 | +0.3% | 13Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2,259,646 | $$199M | +58,414 | +2.7% | 13Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 2,092,223 | $$184M | +329,888 | +18.7% | 13Q | SEC ↗ |
| 9 | JANUS HENDERSON GROUP PLC | 1,700,822 | $$150M | +880,589 | +107.4% | 13Q | SEC ↗ |
| 10 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 1,659,616 | $$146M | -195,592 | -10.5% | 2Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1,627,039 | $$143M | +45,287 | +2.9% | 13Q | SEC ↗ |
| 12 | BROWN ADVISORY INC | 1,515,259 | $$134M | -90,014 | -5.6% | 12Q | SEC ↗ |
| 13 | MORGAN STANLEY | 1,486,057 | $$131M | +183,645 | +14.1% | 12Q | SEC ↗ |
| 14 | Clearbridge Investments, LLC | 1,309,972 | $$115M | -48,961 | -3.6% | 13Q | SEC ↗ |
| 15 | MACKENZIE FINANCIAL CORP | 1,281,657 | $$113M | +109,851 | +9.4% | 13Q | SEC ↗ |
| 16 | Greenhouse Funds LLLP | 1,257,854 | $$111M | +178,150 | +16.5% | 9Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 1,183,411 | $$104M | +18,100 | +1.6% | 13Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,175,339 | $$104M | +42,595 | +3.8% | 13Q | SEC ↗ |
| 19 | GENEVA CAPITAL MANAGEMENT LLC | 1,174,070 | $$103M | +55,494 | +5.0% | 8Q | SEC ↗ |
| 20 | FMR LLC | 1,134,933 | $$100M | -917,638 | -44.7% | 13Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 1,036,174 | $$91M | +17,966 | +1.8% | 13Q | SEC ↗ |
| 22 | DAVENPORT & Co LLC | 1,015,434 | $$89M | +621,019 | +157.5% | 13Q | SEC ↗ |
| 23 | MILLENNIUM MANAGEMENT LLC | 951,563 | $$84M | +573,283 | +151.5% | 12Q | SEC ↗ |
| 24 | LOOMIS SAYLES & CO L P | 931,906 | $$82M | -21,166 | -2.2% | 12Q | SEC ↗ |
| 25 | Atalan Capital Partners, LP | 883,670 | $$78M | -31,480 | -3.4% | 4Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 862,008 | $$76M | +261,150 | +43.5% | 13Q | SEC ↗ |
| 27 | Balyasny Asset Management L.P. | 835,072 | $$74M | +553,441 | +196.5% | 2Q | SEC ↗ |
| 28 | CADIAN CAPITAL MANAGEMENT, LP | 832,700 | $$73M | +266,000 | +46.9% | 2Q | SEC ↗ |
| 29 | PRICE T ROWE ASSOCIATES INC /MD | 803,427 | $$71M | -514,292 | -39.0% | 13Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 800,818 | $$71M | -1,047,680 | -56.7% | 13Q | SEC ↗ |
| 31 | UBS Group AG | 786,667 | $$69M | +168,926 | +27.3% | 13Q | SEC ↗ |
| 32 | BAMCO INC /NY | 756,025 | $$67M | -3,500 | -0.5% | 12Q | SEC ↗ |
| 33 | AMERICAN CENTURY COMPANIES INC | 742,849 | $$65M | -4,549 | -0.6% | 13Q | SEC ↗ |
| 34 | NORGES BANK NEW | 730,567 | $$64M | — | +0.0% | 1Q | SEC ↗ |
| 35 | WESTFIELD CAPITAL MANAGEMENT CO LP | 712,848 | $$63M | -1,239,604 | -63.5% | 5Q | SEC ↗ |
| 36 | Swedbank AB | 706,300 | $$62M | -168,300 | -19.2% | 2Q | SEC ↗ |
| 37 | Stephens Investment Management Group L | 684,619 | $$60M | -41,566 | -5.7% | 13Q | SEC ↗ |
| 38 | Nuveen, LLC | 680,462 | $$60M | +6,396 | +0.9% | 5Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 638,034 | $$56M | -35,157 | -5.2% | 13Q | SEC ↗ |
| 40 | Park West Asset Management LLC NEW | 623,156 | $$55M | — | +0.0% | 1Q | SEC ↗ |
| 41 | SEI INVESTMENTS CO | 602,721 | $$53M | -66,224 | -9.9% | 13Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 599,254 | $$53M | -22,625 | -3.6% | 13Q | SEC ↗ |
| 43 | VANGUARD FIDUCIARY TRUST CO NEW | 594,435 | $$52M | — | +0.0% | 1Q | SEC ↗ |
| 44 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 592,014 | $$52M | -42,161 | -6.6% | 2Q | SEC ↗ |
| 45 | WELLINGTON MANAGEMENT GROUP LLP | 497,520 | $$44M | -269,871 | -35.2% | 13Q | SEC ↗ |
| 46 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 485,444 | $$43M | -94,630 | -16.3% | 13Q | SEC ↗ |
| 47 | GW&K Investment Management, LLC | 464,315 | $$41M | +1,424 | +0.3% | 13Q | SEC ↗ |
| 48 | Invesco Ltd. | 452,743 | $$40M | -419,059 | -48.1% | 13Q | SEC ↗ |
| 49 | MARSHALL WACE, LLP | 450,322 | $$40M | +157,140 | +53.6% | 3Q | SEC ↗ |
| 50 | Aristotle Capital Boston, LLC | 397,229 | $$35M | -35,710 | -8.2% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 7,647,608 | $$674M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,163,593 | $$367M |
| NORGES BANK | 730,567 | $$64M |
| Park West Asset Management LLC | 623,156 | $$55M |
| VANGUARD FIDUCIARY TRUST CO | 594,435 | $$52M |
| CIBC Bancorp USA Inc. | 322,228 | $$28M |
| BOONE CAPITAL MANAGEMENT LLC | 212,856 | $$19M |
| GLENMEDE TRUST CO NA | 198,884 | $$18M |
| Squarepoint Ops LLC | 179,353 | $$16M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 97,000 | $$9M |
| MIROVA | 80,608 | $$7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 77,477 | $$7M |
| Cornerstone Advisors, LLC | 72,024 | $$6M |
| THOMPSON INVESTMENT MANAGEMENT, INC | 63,981 | $$6M |
| BEACON INVESTMENT ADVISORY SERVICES | 57,666 | $$5M |
| Public Sector Pension Investment Bo | 57,319 | $$5M |
| ExodusPoint Capital Management, LP | 54,855 | $$5M |
| CAPITAL FUND MANAGEMENT S.A. | 52,310 | $$5M |
| CASTLEARK MANAGEMENT LLC | 48,510 | $$4M |
| EFG International AG | 44,025 | $$4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MACQUARIE GROUP LTD | 633,143 | $$56M |
| Van Berkom & Associates Inc. | 442,830 | $$39M |
| VIKING GLOBAL INVESTORS LP | 219,746 | $$19M |
| Point72 Asset Management, L.P. | 182,017 | $$16M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 149,122 | $$13M |
| NEXT CENTURY GROWTH INVESTORS LLC | 129,465 | $$11M |
| CONGRESS ASSET MANAGEMENT CO | 101,816 | $$9M |
| First Turn Management, LLC | 80,880 | $$7M |
| Parkwood LLC | 79,018 | $$7M |
| Capricorn Fund Managers Ltd | 75,602 | $$7M |
| Woodline Partners LP | 75,461 | $$7M |
| RENAISSANCE TECHNOLOGIES LLC | 62,100 | $$5M |
| BRIDGER MANAGEMENT, LLC | 60,484 | $$5M |
| CLOUGH CAPITAL PARTNERS L P | 43,500 | $$4M |
| Y-Intercept (Hong Kong) Ltd | 42,019 | $$4M |
| Covenant Asset Management, LLC | 37,157 | $$3M |
| Aubrey Capital Management Ltd | 36,500 | $$3M |
| Faithward Advisors, LLC | 36,374 | $$3M |
| Lisanti Capital Growth, LLC | 36,345 | $$3M |
| Morningstar Investment Management L | 36,173 | $$3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | +880,589 | +107.4% | 1,700,822 |
| DAVENPORT & Co LLC | +621,019 | +157.5% | 1,015,434 |
| WASATCH ADVISORS LP | +613,288 | +9.3% | 7,202,934 |
| MILLENNIUM MANAGEMENT LLC | +573,283 | +151.5% | 951,563 |
| Balyasny Asset Management L.P. | +553,441 | +196.5% | 835,072 |
| AQR CAPITAL MANAGEMENT LLC | +329,888 | +18.7% | 2,092,223 |
| CADIAN CAPITAL MANAGEMENT, LP | +266,000 | +46.9% | 832,700 |
| BANK OF AMERICA CORP /DE | +261,150 | +43.5% | 862,008 |
| MORGAN STANLEY | +183,645 | +14.1% | 1,486,057 |
| Greenhouse Funds LLLP | +178,150 | +16.5% | 1,257,854 |
| UBS Group AG | +168,926 | +27.3% | 786,667 |
| SEGALL BRYANT & HAMILL, LLC | +163,289 | +91.8% | 341,097 |
| MARSHALL WACE, LLP | +157,140 | +53.6% | 450,322 |
| JANE STREET GROUP, LLC | +114,155 | +144.8% | 192,993 |
| MACKENZIE FINANCIAL CORP | +109,851 | +9.4% | 1,281,657 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | +64,754 | +50.7% | 192,400 |
| Amundi | +64,562 | +2130.8% | 67,592 |
| CIBC Private Wealth Group LLC | +63,317 | +29.7% | 276,723 |
| GEODE CAPITAL MANAGEMENT, LLC | +58,414 | +2.7% | 2,259,646 |
| GENEVA CAPITAL MANAGEMENT LLC | +55,494 | +5.0% | 1,174,070 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WESTFIELD CAPITAL MANAGEMENT CO LP | -1,239,604 | -63.5% | 712,848 |
| GOLDMAN SACHS GROUP INC | -1,047,680 | -56.7% | 800,818 |
| FMR LLC | -917,638 | -44.7% | 1,134,933 |
| BlackRock, Inc. | -683,435 | -6.1% | 10,532,394 |
| PRICE T ROWE ASSOCIATES INC /MD | -514,292 | -39.0% | 803,427 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -478,572 | -99.9% | 610 |
| Allspring Global Investments Holdin | -462,895 | -63.5% | 266,615 |
| Invesco Ltd. | -419,059 | -48.1% | 452,743 |
| COMERICA BANK | -316,938 | -92.3% | 26,332 |
| Artisan Partners Limited Partnershi | -271,274 | -50.0% | 270,942 |
| WELLINGTON MANAGEMENT GROUP LLP | -269,871 | -35.2% | 497,520 |
| Thrivent Financial for Lutherans | -258,093 | -93.1% | 19,249 |
| CITADEL ADVISORS LLC | -211,547 | -49.6% | 215,267 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | -195,592 | -10.5% | 1,659,616 |
| Engineers Gate Manager LP | -191,557 | -98.5% | 2,835 |
| Aureus Asset Management, LLC | -187,994 | -85.6% | 31,670 |
| Swedbank AB | -168,300 | -19.2% | 706,300 |
| Qube Research & Technologies Ltd | -161,835 | -80.0% | 40,578 |
| BARCLAYS PLC | -134,982 | -72.9% | 50,122 |
| Eversept Partners, LP | -134,125 | -72.2% | 51,614 |