ETF Holdings Breakdown of HQY

Stock Name	HealthEquity Inc
Ticker	HQY(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US42226A1079
LEI	529900LRJU1RAFQHM467

News associated with HQY

First Trust Advisors LP Has $8.09 Million Holdings in HealthEquity, Inc. (NASDAQ:HQY): First Trust Advisors LP decreased its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 42.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 84,307 shares of the company’s stock after selling 61,589 shares during the quarter. First Trust Advisors LP owned 0.10% […] - 2025-04-30 09:31:05
Cerity Partners LLC Has $1.53 Million Stake in HealthEquity, Inc. (NASDAQ:HQY): Cerity Partners LLC lessened its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 6.1% during the fourth quarter, Holdings Channel reports. The fund owned 16,200 shares of the company’s stock after selling 1,059 shares during the period. Cerity Partners LLC’s holdings in HealthEquity were worth $1,533,000 as of its most recent filing with the […] - 2025-04-18 09:24:51
HealthEquity, Inc. (NASDAQ:HQY) Receives $112.58 Average PT from Brokerages: Shares of HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) have received an average rating of “Buy” from the twelve research firms that are covering the firm, Marketbeat reports. One research analyst has rated the stock with a hold recommendation, ten have assigned a buy recommendation and one has given a strong buy recommendation to the […] - 2025-04-18 05:28:59
HealthEquity, Inc. (NASDAQ:HQY) Stake Raised by Russell Investments Group Ltd.: Russell Investments Group Ltd. raised its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 15.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,471 shares of the company’s stock after acquiring an additional 8,981 shares […] - 2025-04-14 07:55:01
HealthEquity, Inc. (NASDAQ:HQY) Shares Sold by Orion Portfolio Solutions LLC: Orion Portfolio Solutions LLC reduced its stake in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 26.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,395 shares of the company’s stock after selling 865 shares during the quarter. Orion […] - 2025-04-11 09:04:56
Michael Henry Fiore Sells 8,881 Shares of HealthEquity, Inc. (NASDAQ:HQY) Stock: HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) EVP Michael Henry Fiore sold 8,881 shares of the firm’s stock in a transaction that occurred on Friday, April 4th. The stock was sold at an average price of $78.26, for a total transaction of $695,027.06. Following the transaction, the executive vice president now owns 56,655 shares in […] - 2025-04-10 08:12:55
HealthEquity, Inc. (NASDAQ:HQY) Shares Bought by LPL Financial LLC: LPL Financial LLC increased its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 11.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,256 shares of the company’s stock after buying an additional 4,451 shares during the quarter. LPL […] - 2025-04-10 07:38:50
Schroder Investment Management Group Lowers Position in HealthEquity, Inc. (NASDAQ:HQY): Schroder Investment Management Group decreased its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 41.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,915 shares of the company’s stock after selling 4,926 shares during the quarter. Schroder Investment […] - 2025-04-08 08:16:58
Norges Bank Invests $74.70 Million in HealthEquity, Inc. (NASDAQ:HQY): Norges Bank purchased a new stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 778,539 shares of the company’s stock, valued at approximately $74,701,000. Norges Bank owned about 0.90% of […] - 2025-04-03 07:48:54
Envestnet Portfolio Solutions Inc. Sells 315 Shares of HealthEquity, Inc. (NASDAQ:HQY): Envestnet Portfolio Solutions Inc. reduced its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 8.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,506 shares of the company’s stock after selling 315 shares during the quarter. Envestnet Portfolio Solutions […] - 2025-03-28 09:12:48
HealthEquity (NASDAQ:HQY) Stock Rating Upgraded by Raymond James: HealthEquity (NASDAQ:HQY – Get Free Report) was upgraded by analysts at Raymond James from an “outperform” rating to a “strong-buy” rating in a note issued to investors on Tuesday, MarketBeat.com reports. The brokerage presently has a $115.00 target price on the stock, down from their previous target price of $120.00. Raymond James’ price target would […] - 2025-03-27 06:01:00
KeyCorp Has Lowered Expectations for HealthEquity (NASDAQ:HQY) Stock Price: HealthEquity (NASDAQ:HQY – Free Report) had its price target lowered by KeyCorp from $120.00 to $110.00 in a report issued on Monday,Benzinga reports. The firm currently has an overweight rating on the stock. Several other brokerages have also recently weighed in on HQY. Royal Bank of Canada boosted their target price on HealthEquity from $100.00 […] - 2025-03-25 06:24:58
Company News for Mar 20, 2025: Companies In The Article Are:TSLA, GIS, GILD, HQY - 2025-03-20 12:47:00
HealthEquity, Inc. (NASDAQ:HQY) Shares Acquired by Daiwa Securities Group Inc.: Daiwa Securities Group Inc. lifted its stake in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 8.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,950 shares of the company’s stock after purchasing an additional 150 shares during the quarter. Daiwa Securities Group […] - 2025-03-17 08:40:59
Atria Investments Inc Reduces Holdings in HealthEquity, Inc. (NASDAQ:HQY): Atria Investments Inc trimmed its position in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 7.4% in the 4th quarter, Holdings Channel reports. The firm owned 8,366 shares of the company’s stock after selling 665 shares during the period. Atria Investments Inc’s holdings in HealthEquity were worth $803,000 at the end of the most […] - 2025-03-14 08:02:56
Victory Capital Management Inc. Lowers Position in HealthEquity, Inc. (NASDAQ:HQY): Victory Capital Management Inc. trimmed its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 14.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 228,573 shares of the company’s stock after selling 39,024 shares during the quarter. Victory […] - 2025-03-12 07:52:49
4,092 Shares in HealthEquity, Inc. (NASDAQ:HQY) Purchased by Keybank National Association OH: Keybank National Association OH bought a new position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 4,092 shares of the company’s stock, valued at approximately $393,000. Several other large investors have also recently […] - 2025-03-11 08:45:00
Wells Fargo & Company Forecasts Strong Price Appreciation for HealthEquity (NASDAQ:HQY) Stock: HealthEquity (NASDAQ:HQY – Get Free Report) had its price target upped by stock analysts at Wells Fargo & Company from $110.00 to $125.00 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s target price indicates a potential upside of 16.77% from the […] - 2025-02-28 08:40:59
HealthEquity, Inc. (NASDAQ:HQY) Receives $111.23 Consensus PT from Brokerages: Shares of HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) have received an average rating of “Moderate Buy” from the thirteen brokerages that are currently covering the stock, Marketbeat Ratings reports. One analyst has rated the stock with a hold rating and twelve have given a buy rating to the company. The average 1 year price […] - 2025-02-27 06:22:51
HealthEquity, Inc. (NASDAQ:HQY) Holdings Raised by CIBC Asset Management Inc: CIBC Asset Management Inc boosted its stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 5.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,640 shares of the company’s stock after buying an additional 139 shares during the period. CIBC Asset Management Inc’s […] - 2025-02-25 08:36:54
Rhumbline Advisers Has $25.65 Million Stake in HealthEquity, Inc. (NASDAQ:HQY): Rhumbline Advisers increased its position in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 0.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 267,288 shares of the company’s stock after purchasing an additional 1,011 shares during the quarter. Rhumbline Advisers’ holdings in HealthEquity were worth $25,646,000 as of its most recent filing with […] - 2025-02-20 08:55:00
HealthEquity, Inc. (NASDAQ:HQY) Shares Sold by New York State Teachers Retirement System: New York State Teachers Retirement System decreased its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 1.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 82,551 shares of the company’s stock after selling 1,446 shares during the period. New York State Teachers Retirement System owned about […] - 2025-02-19 09:17:20
HealthEquity Reaches Analyst Target Price: In recent trading, shares of HealthEquity Inc (Symbol: HQY) have crossed above the average analyst 12-month target price of $113.33, changing hands for $114.51/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on va - 2025-02-13 12:51:43
HealthEquity, Inc. (NASDAQ:HQY) Receives Average Recommendation of “Moderate Buy” from Brokerages: HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) has earned an average rating of “Moderate Buy” from the fourteen brokerages that are currently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a hold rating and thirteen have given a buy rating to the company. The average 1-year price objective among […] - 2025-02-04 08:36:58
KBC Group NV Increases Position in HealthEquity, Inc. (NASDAQ:HQY): KBC Group NV grew its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 56.7% in the fourth quarter, Holdings Channel reports. The firm owned 3,860 shares of the company’s stock after buying an additional 1,397 shares during the quarter. KBC Group NV’s holdings in HealthEquity were worth $370,000 as of its most recent SEC […] - 2025-02-03 08:33:07

HQY institutional holdings

The following institutional investment holdings of HQY have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 54,458 USD 4,973,649 -0.4%

2025-05-08 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 33,795 USD 3,086,497 -0.4%

2025-05-08 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 392 USD 35,801 -0.4%

Total = 88,645 USD 8,095,947
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	54,458	USD 4,973,649 -0.4%
2025-05-08	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	33,795	USD 3,086,497 -0.4%
2025-05-08	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	392	USD 35,801 -0.4%
Total =	88,645	USD 8,095,947

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