US42226AAA51 - HealthEquity Inc Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Basisstatistiken
Institutionelle Eigentümer 0 total, 0 long only, 0 short only, 0 long/short - change of 0,82% MRQ
Durchschnittliche Portfolioallokation 0.1586 % - change of 3,09% MRQ
Institutioneller Eigentümerschaft und Aktionäre

HealthEquity Inc (US:US42226AAA51) hat 0 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Die größten Aktionäre sind .

HealthEquity Inc (US42226AAA51) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

US42226AAA51 / HealthEquity Inc - 4.5% 2029-10-01 Institutional Ownership
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13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)		 Aktien Δ Aktien
(%)		 Gemeldeter
Wert
($1000)		 Δ Wert
(%)		 Port Alloc
(%)
2025-08-22 NP EVHY - Eaton Vance High Yield ETF 122 3,42
2025-08-28 NP PHIYX - PIMCO High Yield Fund Institutional 11.488 39,07
2025-09-25 NP TCW ETF Trust - TCW High Yield Bond ETF 60 1,72
2025-09-24 NP NEAR - iShares Short Maturity Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 309 1,98
2025-09-24 NP LIBAX - Columbia Total Return Bond Fund Class A 566 1,99
2025-09-24 NP TNHAX - 1290 High Yield Bond Fund Class A 432 1,89
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78 2,67
2025-08-28 NP BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 606 57,14
2025-08-21 NP MOFTX - Mercer Opportunistic Fixed Income Fund Class I 219
2025-08-28 NP BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35.557 3,72
2025-09-24 NP HYXF - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 232 13,73
2025-09-26 NP FSHNX - Fidelity Series High Income Fund 1.795 1,87
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 674 1,82
2025-08-28 NP BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64 4,92
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 398 0,00
2025-05-29 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 47 0,00
2025-08-22 NP FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 316 3,61
2025-05-27 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 18 0,00
2025-09-24 NP USHY - iShares Broad USD High Yield Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.674 15,44
2025-09-25 NP HYGV - FlexShares High Yield Value-Scored Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.460 -3,79
2025-08-26 NP Blackrock Debt Strategies Fund, Inc. This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 482 183,53
2025-09-26 NP EDIAX - Eaton Vance Global Income Builder Fund Class A 204 2,00
2025-08-29 NP QHY - WisdomTree U.S. High Yield Corporate Bond Fund N/A 223 -5,13
2025-07-25 NP COSIX - Columbia Strategic Income Fund Class A 2.732 0,70
2025-09-26 NP HYLS - First Trust Tactical High Yield ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.636 1,87
2025-08-26 NP Blackrock Core Bond Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 165 3,77
2025-09-23 NP MDHAX - MainStay MacKay Short Duration High Yield Fund Class A 2.166 1,83
2025-08-22 NP HYSD - Columbia Short Duration High Yield ETF 322 597,83
2025-07-22 NP DGFFX - Destinations Global Fixed Income Opportunities Fund Class I 96 1,06
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 800 3,63
2025-08-28 NP BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47 17,95
2025-08-27 NP OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 510 3,66
2025-06-25 NP FDHAX - First Trust Short Duration High Income Fund Class A This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 0,00
2025-08-22 NP FEDERATED CORE TRUST - High Yield Bond Portfolio This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.868 29,65
2025-08-29 NP PDIIX - PIMCO Diversified Income Fund Institutional 1.947 3,73
2025-07-24 NP Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 960 0,63
2025-09-24 NP AIOAX - Columbia Income Opportunities Fund Class A 2.800 2,04
2025-07-28 NP AHYB - American Century Select High Yield ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45 0,00
2025-07-29 NP Guggenheim Strategic Opportunities Fund 1.480 0,61
2025-08-26 NP NMHYX - Multi-manager High Yield Opportunity Fund 104 4,00
2025-08-26 NP Blackrock Ltd Duration Income Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 598 3,65
2025-07-25 NP CBLAX - Columbia Balanced Fund Class A 130 0,78
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 583 3,37
2025-07-28 NP BBHY - JPMorgan High Yield Research Enhanced ETF 216 -44,30
2025-09-26 NP FAHYX - Fidelity Advisor High Income Advantage Fund Class M This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 862 1,89
2025-08-22 NP MSYIX - High Yield Portfolio Class I 195 38,57
2025-08-28 NP SPHY - SPDR Portfolio High Yield Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.478 -11,07
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 24 0,00
2025-05-29 NP GIOAX - Guggenheim Macro Opportunities Fund A-Class 6.145 0,00
2025-09-26 NP FHIFX - Fidelity Focused High Income Fund 380 151,66
2025-08-19 NP Tcw Strategic Income Fund Inc 258 3,63
2025-08-26 NP NHFIX - Northern High Yield Fixed Income Fund 5.746 3,74
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 2.151 3,71
2025-07-22 NP FHYTX - FEDERATED HIGH YIELD TRUST Service Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.387 0,58
2025-09-24 NP ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 169 1,82
2025-09-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.302 -11,79
2025-08-22 NP Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 287 3,62
2025-08-25 NP MWSIX - Metropolitan West Strategic Income Fund Class I 73 2,86
2025-08-22 NP QHI2Q - High Income Portfolio Initial Class 1.240 3,68
2025-08-28 NP PIMCO FUNDS - PIMCO Sector Fund Series - H 146 4,29
2025-08-28 NP BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.785 31,25
2025-07-22 NP FHYS - Federated Hermes Short Duration High Yield ETF 143 52,13
2025-08-22 NP FSTAX - Fidelity Advisor Strategic Income Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.868 3,73
2025-09-24 NP LIIAX - Columbia Corporate Income Fund Class A 627 -6,98
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 2.965 19,36
2025-08-29 NP HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 948 164,07
2025-08-29 NP VPVHYDV - PIMCO High Yield Portfolio Administrative 1.728 3,72
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 78 4,05
2025-08-11 NP Six Circles Trust - Six Circles Credit Opportunities Fund 5.616 25,47
2025-08-27 NP Eaton Vance Ltd Duration Income Fund 1.630 3,69
2025-08-26 NP Blackrock Multi-sector Income Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 544 3,63
2025-07-30 NP FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43 0,00
2025-08-28 NP SJNK - SPDR Bloomberg Barclays Short Term High Yield Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.478 68,39
2025-05-22 NP Dreyfus High Yield Strategies Fund 626 0,00
2025-09-23 NP FIHBX - Federated Institutional High Yield Bond Fund Institutional Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.736 1,87
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 2.163 3,74
2025-08-25 NP MWHIX - Metropolitan West High Yield Bond Fund Class I 1.171 3,72
2025-07-30 NP FIWGX - Strategic Advisers Fidelity Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105 0,96
2025-09-22 NP XB - BondBloxx B Rated USD High Yield Corporate Bond ETF 34 0,00
2025-08-18 NP PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 97 4,30
2025-09-26 NP NUHY - Nuveen ESG High Yield Corporate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 385 2,12
2025-08-29 NP JAEMX - High Yield Trust NAV 744 3,63
2025-05-28 NP DPLTX - BNY Mellon High Yield Fund Class A 1.105 0,00
2025-09-22 NP XHYH - BondBloxx USD High Yield Bond Healthcare Sector ETF 145 -10,00
2025-08-28 NP PHSIX - PIMCO High Yield Spectrum Fund Institutional Class 1.047 39,47
2025-08-29 NP JMUAX - Janus Henderson Multi-Sector Income Fund Class A 189
2025-08-22 NP FHIIX - FEDERATED HIGH INCOME BOND FUND INC Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.994 3,71
2025-05-29 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 14 0,00
2025-07-25 NP INEAX - Columbia High Yield Bond Fund Class A 4.289 0,70
2025-07-29 NP Guggenheim Active Allocation Fund 72 0,00
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 21 5,00
2025-08-27 NP Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 277
2025-07-29 NP Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 533 25,47
2025-07-25 NP BHYB - Xtrackers USD High Yield BB-B ex Financials ETF 427 0,47
2025-09-26 NP FTSL - First Trust Senior Loan Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 277 1,85
2025-08-28 NP RIMOX - City National Rochdale Fixed Income Opportunities Fund Class N 1.191 3,66
2025-09-25 NP JNBAX - JPMorgan Income Builder Fund Class A 48 2,13
2025-09-26 NP High Income Opportunities Portfolio - High Income Opportunities Portfolio 5.504 1,87
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 359 3,47
2025-08-27 NP OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 73 56,52
2025-05-21 NP PAXHX - Pax High Yield Bond Fund Investor Class 2.816 0,00
2025-09-26 NP BKHY - BNY Mellon High Yield Beta ETF 149 152,54
2025-09-25 NP TCW ETF Trust - TCW Multisector Credit Income ETF 75 2,74
2025-09-26 NP EVIBX - Eaton Vance Income Fund of Boston Class A 19.712 -8,35
2025-07-29 NP JHHBX - John Hancock High Yield Fund Class A 5.644 0,62
2025-09-24 NP BlackRock ETF Trust II - BlackRock High Yield ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 90 -55,94
2025-08-27 NP Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 1.558 3,73
2025-09-24 NP SHYG - iShares 0-5 Year High Yield Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.078 26,22
2025-08-26 NP Blackrock Credit Allocation Income Trust This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.103 3,77
2025-09-22 NP GSBIX - Goldman Sachs Income Builder Fund Institutional 976 1,99
2025-09-26 NP BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 219 124,74
2025-08-22 NP NSTRX - Columbia Short Term Bond Fund Class A 402 41,05
2025-07-25 NP EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38 2,70
2025-08-28 NP JNK - SPDR(R) Bloomberg Barclays High Yield Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.764 -5,48
2025-07-25 NP SCYB - Schwab High Yield Bond ETF 507 36,02
2025-09-26 NP FAGIX - Fidelity Capital & Income Fund 6.171 1,87
2025-09-26 NP IBHI - iShares iBonds 2029 Term High Yield and Income ETF 333 30,20
2025-07-23 NP First Trust High Yield Opportunities 2027 Term Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.449 0,63
2025-08-26 NP BCGIX - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 1.062 -24,52
2025-07-30 NP HYZD - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 225 -3,85
2025-05-19 NP TPHAX - Timothy Plan High Yield Bond Fund Class A 1.408 99,86
2025-08-28 NP BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81 70,21
2025-08-27 NP CYBAX - Calvert High Yield Bond Fund Class A 1.968 3,74
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