HQY

Healthequity Inc

Latest period2024 - Q4Total superinvestors43

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 43 superinvestors own shares of Healthequity Inc (HQY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Healthequity Inc (HQY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Healthequity Inc (HQY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Healthequity Inc (HQY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -0.1%
0.73%
$9.262M
92,322 shares@ 100.32 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
1.04%
$7.402M
75,005 shares@ 98.69 avg price
FRANK SICILIANO@Overbrook Management Corp
Recent Activity
Decreased -0.35%
1.52%
$7.032M
73,283 shares@ 95.96 avg price
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Increased 4.84%
0.01%
$5.747M
59,812 shares@ 96.09 avg price
Franck Ibalot@Covea Finance
Recent Activity
New Position
0.08%
$1.727M
18,000 shares@ 95.95 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
New Position
0.01%
$1.452M
15,128 shares@ 95.96 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
New Position
0.04%
$837,164
8,725 shares@ 95.96 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 3.55%
0.1%
$764,242
7,965 shares@ 95.96 avg price
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
0.11%
$729,220
7,600 shares@ 95.95 avg price
Robert Netzly@Inspire Investing, Llc
Recent Activity
Decreased -71.14%
0.08%
$665,084
6,932 shares@ 95.95 avg price