健康股權公司
DE ˙ DB ˙ US42226A1079
€72.50 ↑0.50 (0.69%)
2026-06-05
分享價格
SecurityDE:2HE / HealthEquity, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,076,216 shares
Ownership 1.70%
Morgan Stanley ownership in 2HE / HealthEquity, Inc.

2019-07-09 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,076,216 shares of HealthEquity, Inc. (DE:2HE). This represents 1.7 percent ownership of the company. In their previous filing dated 2019-03-07 , Morgan Stanley had reported owning 6,282,079 shares, indicating a decrease of -82.87 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2019-07-09 2019-07-09 13G/A 6,282,079 1,076,216 -82.87 1.70 -83.00
2019-03-07 2019-03-07 13G/A 6,040,583 6,282,079 4.00 10.00 4.17
2019-02-12 2019-02-12 13G 6,040,583 9.60

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F HEALTHEQUITY COM 42226A107 2,485,913 999,856 67.28 207,748 52.60 0.0125
2026-05-27 2025-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 1,486,057 183,645 14.10 136,138 10.30 0.0081
2026-02-13 2025-12-31 13F HEALTHEQUITY COM 42226A107 1,486,057 183,645 136,138 0.0081
2026-05-27 2025-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 1,302,412 -101,756 -7.25 123,430 -16.09 0.0075
2025-11-14 2025-09-30 13F HEALTHEQUITY COM 42226A107 1,302,412 -101,756 123,430 0.0075
2025-08-15 2025-06-30 13F HEALTHEQUITY COM 42226A107 1,404,168 -3,126 -0.22 147,101 18.28 0.0096
2025-05-15 2025-03-31 13F HEALTHEQUITY COM 42226A107 1,407,294 610,647 76.65 124,363 62.70 0.0089
2025-05-15 2024-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 796,647 91,392 12.96 76,439 32.42 0.0054
2025-02-14 2024-12-31 13F HEALTHEQUITY COM 42226A107 796,647 91,392 76,439 0.0054
2025-05-14 2024-09-30 13F/A-2 HEALTHEQUITY COM 42226A107 705,255 66,941 10.49 57,725 4.91 0.0042
2025-02-14 2024-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 705,255 66,941 57,725 0.0042
2024-11-14 2024-09-30 13F HEALTHEQUITY COM 42226A107 705,255 66,941 57,725 0.0042
2025-05-14 2024-06-30 13F/A-2 HEALTHEQUITY COM 42226A107 638,314 -2,741 -0.43 55,023 5.15 0.0043
2024-10-17 2024-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 638,314 -2,741 55,023 0.0043
2024-08-14 2024-06-30 13F HEALTHEQUITY COM 42226A107 638,314 -2,741 55,023 0.0043
2024-10-17 2024-03-31 13F/A-2 HEALTHEQUITY COM 42226A107 641,055 -151,779 -19.14 52,329 -0.45 0.0042
2024-08-16 2024-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 641,055 -151,779 52,329 0.0042
2024-05-15 2024-03-31 13F HEALTHEQUITY COM 42226A107 641,055 -151,779 52,329 0.0042
2024-08-16 2023-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 792,834 91,818 13.10 52,565 2.65 0.0046
2024-02-13 2023-12-31 13F HEALTHEQUITY COM 42226A107 792,834 91,818 52,565 0.0046
2023-11-15 2023-09-30 13F HEALTHEQUITY COM 42226A107 701,016 55,296 8.56 51,209 25.60 0.0052
2023-08-14 2023-06-30 13F HEALTHEQUITY COM 42226A107 645,720 78,511 13.84 40,771 22.43 0.0040
2023-05-15 2023-03-31 13F HEALTHEQUITY COM 42226A107 567,209 62,374 12.36 33,301 7.01 0.0036
2023-02-14 2022-12-31 13F HEALTHEQUITY COM 42226A107 504,835 -53,483 -9.58 31,118 -17.03 0.0035
2022-11-14 2022-09-30 13F HEALTHEQUITY COM 42226A107 558,318 -12,178 -2.13 37,503 7.09 0.0051
2022-10-27 2022-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 570,496 426,599 296.46 35,021 260.89 0.0045
2022-08-15 2022-06-30 13F HEALTHEQUITY COM 42226A107 570,496 426,599 35,021 0.0009
2022-10-27 2022-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 143,897 -27,123 -15.86 9,704 28.26 0.0013
2022-05-13 2022-03-31 13F HEALTHEQUITY COM 42226A107 143,897 -27,123 9,704 0.0013
2022-02-14 2021-12-31 13F HEALTHEQUITY COM 42226A107 171,020 -219,946 -56.26 7,566 -70.12 0.0009
2021-11-15 2021-09-30 13F HEALTHEQUITY COM 42226A107 390,966 -285,696 -42.22 25,320 -53.51 0.0034
2021-08-23 2021-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 676,662 386,663 133.33 54,458 176.16 0.0072
2021-08-16 2021-06-30 13F HEALTHEQUITY COM 42226A107 676,662 386,663 54,458 0.0015
2021-05-17 2021-03-31 13F HEALTHEQUITY COM 42226A107 289,999 19,625 7.26 19,720 4.63 0.0029
2021-02-16 2020-12-31 13F HEALTHEQUITY COM 42226A107 270,374 36,847 15.78 18,848 57.09 0.0029
2020-11-13 2020-09-30 13F HEALTHEQUITY COM 42226A107 233,527 -59,747 -20.37 11,998 -30.27 0.0023
2020-08-14 2020-06-30 13F HEALTHEQUITY COM 42226A107 293,274 118,303 67.61 17,206 94.40 0.0038
2020-05-26 2020-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 174,971 -971,281 -84.74 8,851 -89.58 0.0024
2020-05-15 2020-03-31 13F HEALTHEQUITY COM 42226A107 174,971 -971,281 8,851 679.9413
2020-02-14 2019-12-31 13F HEALTHEQUITY COM 42226A107 1,146,252 68,857 6.39 84,903 37.90 0.0197
2019-11-14 2019-09-30 13F HEALTHEQUITY COM 42226A107 1,077,395 -311,952 -22.45 61,568 -32.24 0.0163
2019-08-14 2019-06-30 13F HEALTHEQUITY COM 42226A107 1,389,347 -5,126,923 -78.68 90,864 -81.15 0.0242
2019-05-15 2019-03-31 13F HEALTHEQUITY COM 42226A107 6,516,270 89,576 1.39 482,075 25.75 0.1365
2019-02-14 2018-12-31 13F HEALTHEQUITY COM 42226A107 6,426,694 2,425,269 60.61 383,352 1.48 0.1147
2019-04-23 2018-09-30 13F/A-2 HEALTHEQUITY COM 42226A107 4,001,425 536,366 15.48 377,775 45.17 0.0946
2018-11-20 2018-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 4,001,425 0 377,775 0.0946
2018-11-14 2018-09-30 13F HEALTHEQUITY COM 42226A107 4,001,425 536,366 377,775
2019-04-23 2018-06-30 13F/A-1 HEALTHEQUITY COM 42226A107 3,465,059 -41,757 -1.19 260,226 22.57 0.0703
2018-08-14 2018-06-30 13F HEALTHEQUITY COM 42226A107 3,465,059 -41,757 260,226
2019-04-23 2018-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 3,506,816 2,188,901 166.09 212,303 245.25 0.0589
2018-05-14 2018-03-31 13F HEALTHEQUITY COM 42226A107 3,506,816 2,188,901 212,303
2019-04-23 2017-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 1,317,915 121,853 10.19 61,493 1.65 0.0168
2018-02-14 2017-12-31 13F HEALTHEQUITY COM 42226A107 1,317,915 121,853 61,493
2017-11-14 2017-09-30 13F HEALTHEQUITY COM 42226A107 1,196,062 284,875 31.26 60,497 33.24 0.0181
2017-08-11 2017-06-30 13F HEALTHEQUITY COM 42226A107 911,187 -7,821 -0.85 45,405 16.38 0.0137
2017-05-22 2017-03-31 13F/A-1 HEALTHEQUITY COM 42226A107 919,008 -400,592 -30.36 39,013 -27.04 0.0120
2017-05-12 2017-03-31 13F HEALTHEQUITY COM 42226A107 919,008 39,013
2017-02-22 2016-12-31 13F/A-1 HEALTHEQUITY COM 42226A107 1,319,600 455,873 52.78 53,470 63.56 0.0175
2017-02-13 2016-12-31 13F HEALTHEQUITY COM 42226A107 1,319,600 53,470
2016-11-10 2016-09-30 13F HEALTHEQUITY COM 42226A107 863,727 -16,563 -1.88 32,692 22.23 0.0112
2016-08-12 2016-06-30 13F HEALTHEQUITY COM 42226A107 880,290 -173,940 -16.50 26,747 2.85 0.0097
2016-05-12 2016-03-31 13F HEALTHEQUITY COM 42226A107 1,054,230 -675,890 -39.07 26,007 -40.04 0.0100
2016-02-09 2015-12-31 13F HEALTHEQUITY COM 42226A107 1,730,120 -887,432 -33.90 43,373 -43.93 0.0157
2016-02-08 2015-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 2,617,552 1,492,086 132.57 77,349 114.44 0.0286
2015-11-09 2015-09-30 13F HEALTHEQUITY COM 42226A107 2,617,552 77,349
2015-08-12 2015-06-30 13F HEALTHEQUITY COM 42226A107 1,125,466 -48,753 -4.15 36,071 22.93 0.0125
2015-05-14 2015-03-31 13F HEALTHEQUITY COM 42226A107 1,174,219 -162,860 -12.18 29,343 -13.77 0.0108
2015-02-13 2014-12-31 13F HEALTHEQUITY COM 42226A107 1,337,079 -128,033 -8.74 34,028 26.85 0.0124
2014-12-16 2014-09-30 13F/A-1 HEALTHEQUITY COM 42226A107 1,465,112 1,465,112 26,826 0.0103
2014-11-14 2014-09-30 13F HEALTHEQUITY COM 42226A107 1,465,112 26,826 0.0103
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.