US42226AAA51 - HealthEquity Inc Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham

Mga Batayang Estadistika
Pemilik Institusional 0 total, 0 long only, 0 short only, 0 long/short - change of 1.61% MRQ
Alokasi Portofolio Rata-rata 0.1583 % - change of 3.40% MRQ
Kepemilikan Institusional dan Pemegang Saham

HealthEquity Inc (US:US42226AAA51) memiliki 0 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Pemegang saham terbesar meliputi .

Struktur kepemilikan institusional HealthEquity Inc (US42226AAA51) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

US42226AAA51 / HealthEquity Inc - 4.5% 2029-10-01 Institutional Ownership
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-22 NP EVHY - Eaton Vance High Yield ETF 122 3.42
2025-06-26 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 378 0.00
2025-08-28 NP PHIYX - PIMCO High Yield Fund Institutional 11,488 39.07
2025-03-25 NP Neuberger Berman High Yield Strategies Fund Inc. 349 -0.85
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
2025-06-26 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 4,024 8.35
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
2025-06-26 NP TCW ETF Trust - TCW Multisector Credit Income ETF 74 0.00
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
2025-06-26 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 165 0.00
2025-06-23 NP EDIAX - Eaton Vance Global Income Builder Fund Class A 201 0.00
2025-06-26 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 202 60.32
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
2025-06-24 NP TNHAX - 1290 High Yield Bond Fund Class A 423 0.48
2025-06-25 NP LIBAX - Columbia Total Return Bond Fund Class A 555 0.00
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
2025-08-29 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
2025-06-26 NP FAGIX - Fidelity Capital & Income Fund 6,057 0.13
2025-06-26 NP IBHI - iShares iBonds 2029 Term High Yield and Income ETF 255 15.38
2025-06-25 NP LIIAX - Columbia Corporate Income Fund Class A 674 14.07
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
2025-06-24 NP MDHAX - MainStay MacKay Short Duration High Yield Fund Class A 2,126
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
2025-06-26 NP FHIFX - Fidelity Focused High Income Fund 151 0.67
2025-08-27 NP OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 510 3.66
2025-06-23 NP High Income Opportunities Portfolio - High Income Opportunities Portfolio 5,403 0.13
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
2025-06-26 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 204 13.33
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
2025-07-28 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
2025-06-25 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 6,515 0.14
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
2025-06-24 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 2,556 38.61
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
2025-08-22 NP MSYIX - High Yield Portfolio Class I 195 38.57
2025-06-24 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 23,301 0.13
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
2025-08-19 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
2025-06-23 NP EVIBX - Eaton Vance Income Fund of Boston Class A 21,508 15.36
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
2025-06-20 NP XB - BondBloxx B Rated USD High Yield Corporate Bond ETF 33 0.00
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
2025-06-26 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 303 175.45
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
2025-06-26 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 10,113 31.90
2025-05-22 NP Dreyfus High Yield Strategies Fund 626 0.00
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
2025-06-26 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 846 0.12
2025-08-18 NP PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 97 4.30
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 661 47.54
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
2025-08-28 NP PHSIX - PIMCO High Yield Spectrum Fund Institutional Class 1,047 39.47
2025-06-17 NP GSBIX - Goldman Sachs Income Builder Fund Institutional 957 -4.11
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
2025-06-24 NP JNBAX - JPMorgan Income Builder Fund Class A 47 0.00
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
2025-06-26 NP FSHNX - Fidelity Series High Income Fund 1,762 0.17
2025-06-25 NP AIOAX - Columbia Income Opportunities Fund Class A 2,745 0.07
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
2025-08-28 NP RIMOX - City National Rochdale Fixed Income Opportunities Fund Class N 1,191 3.66
2025-03-31 NP EAAMX - Eaton Vance Multi-Asset Credit Fund Class A 681 -1.02
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
2025-06-26 NP TCW ETF Trust - TCW High Yield Bond ETF 59 0.00
2025-05-21 NP PAXHX - Pax High Yield Bond Fund Investor Class 2,816 0.00
2025-03-25 NP NBFC - Neuberger Berman Flexible Credit Income ETF 94 -1.05
2025-03-25 NP PYHIX - High Income Fund (f/k/a High Yield Fund I) Institutional Class 94 -78.29
2025-07-29 NP JHHBX - John Hancock High Yield Fund Class A 5,644 0.62
2025-08-27 NP Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 1,558 3.73
2025-06-25 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 272 0.00
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
2025-08-22 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
2025-06-25 NP BKHY - BNY Mellon High Yield Beta ETF 60 0.00
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
2025-07-23 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
2025-06-20 NP XHYH - BondBloxx USD High Yield Bond Healthcare Sector ETF 161 -39.39
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
2025-06-26 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 1,477 201.84
2025-08-27 NP CYBAX - Calvert High Yield Bond Fund Class A 1,968 3.74
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