HQY Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.80%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $3,832,978.75

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

^$60.75

▲ +0.71 (1.18%)

As of 02/6/2023 01:00 AM ET

Days: 30 | 90 | 365

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HealthEquity Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/14/2022	Gayle Furgurson Wellborn	Director	Sell	5,237	$62.00	$324,694.00	12,023
10/21/2022	Delano Ladd	EVP	Sell	5,897	$75.00	$442,275.00	37,471
10/13/2022	Larry L. Trittschuh	EVP	Sell	11,526	$70.00	$806,820.00	27,961
9/27/2022	Debra Charlotte McCowan	Director	Sell	4,225	$70.91	$299,594.75	7,072
9/20/2022	Ian Sacks	Director	Sell	25,000	$72.28	$1,807,000.00	126,570
8/1/2022	Edward Bloomberg	COO	Sell	1,000	$57.63	$57,630.00	59,850
6/9/2022	Edward Bloomberg	COO	Sell	1,500	$63.31	$94,965.00	60,850
12/14/2021	Adrian T. Dillon	Director	Buy	12,375	$40.47	$500,816.25
12/10/2021	Angelique Christine Hill	VP	Sell	6,297	$41.10	$258,806.70
12/9/2021	Stuart B. Parker	Director	Buy	25,000	$42.82	$1,070,500.00
11/1/2021	William Robert Otten	VP	Sell	1,850	$66.42	$122,877.00
10/5/2021	Debra Charlotte McCowan	Director	Sell	8,132	$65.99	$536,630.68
10/1/2021	William Robert Otten	VP	Sell	1,850	$65.19	$120,601.50
9/20/2021	Darcy G Mott	Insider	Sell	6,000	$62.06	$372,360.00
9/1/2021	William Robert Otten	VP	Sell	1,850	$65.00	$120,250.00	34,266
8/20/2021	Darcy G Mott	Insider	Sell	6,000	$62.73	$376,380.00
8/2/2021	William Robert Otten	VP	Sell	1,850	$74.47	$137,769.50
7/26/2021	Edward Bloomberg	COO	Sell	1,000	$75.00	$75,000.00	39,195
7/20/2021	Darcy G. Mott	Insider	Sell	6,000	$73.68	$442,080.00	89,052
7/15/2021	Ian Sacks	Director	Sell	10,000	$76.49	$764,900.00	149,656
6/23/2021	Frank Corvino	Director	Sell	8,935	$83.10	$742,498.50	2,366
6/21/2021	Darcy G Mott	Insider	Sell	6,000	$77.18	$463,080.00	85,052
5/20/2021	Darcy G Mott	Insider	Sell	6,000	$77.25	$463,500.00	81,052
4/20/2021	Darcy G Mott	Insider	Sell	6,000	$70.31	$421,860.00	77,052
3/22/2021	Darcy G Mott	CFO	Sell	6,000	$71.62	$429,720.00	73,884
1/25/2021	Delano Ladd	EVP	Sell	55,000	$85.30	$4,691,500.00	50,836
1/25/2021	Jon Kessler	CEO	Sell	150,000	$85.23	$12,784,500.00	350,857
1/8/2021	Frank Corvino	Director	Sell	7,403	$75.79	$561,073.37	5,810
1/6/2021	Larry L. Trittschuh	EVP	Sell	1,863	$73.00	$135,999.00	14,846
12/22/2020	Larry L. Trittschuh	EVP	Sell	6,420	$70.00	$449,400.00	23,129
12/10/2020	William Robert Otten	VP	Sell	1,925	$65.00	$125,125.00	36,234
11/18/2020	Frank Medici	Director	Sell	10,148	$69.98	$710,157.04	31,286
9/2/2020	Ashley Dreier	VP	Sell	16,250	$60.00	$975,000.00	58,694
5/27/2020	Jon Kessler	CEO	Sell	100,000	$62.59	$6,259,000.00	405,715

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SEC Filings (Institutional Ownership Changes) for HealthEquity (NASDAQ:HQY)

99.54% of HealthEquity stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

HealthEquity Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/6/2023	Daiwa Securities Group Inc.	7,650	$0.47M	0.0%	-15.5%	0.009%
2/6/2023	Brinker Capital Investments LLC	4,415	$0.27M	0.0%	+18.1%	0.005%
2/6/2023	Retirement Systems of Alabama	111,414	$6.87M	0.0%	+0.9%	0.132%
2/6/2023	Pacer Advisors Inc.	16,204	$1M	0.0%	+129.0%	0.019%
2/2/2023	SG Americas Securities LLC	27,555	$1.70M	0.0%	+1,549.0%	0.033%
2/2/2023	Institute for Wealth Management LLC.	6,664	$0.41M	0.1%	-2.6%	0.008%
2/2/2023	Kornitzer Capital Management Inc. KS	417,196	$25.72M	0.5%	-25.7%	0.493%
2/2/2023	Cambiar Investors LLC	34,523	$2.13M	0.1%	+15.7%	0.041%
2/2/2023	ProShare Advisors LLC	17,173	$1.06M	0.0%	+13.7%	0.020%
2/2/2023	Dfpg Investments LLC	100,103	$5.68M	0.9%	+2.0%	0.118%
2/1/2023	Bank of Montreal Can	11,281	$0.70M	0.0%	+28.0%	0.013%
2/1/2023	Zurcher Kantonalbank Zurich Cantonalbank	12,239	$0.75M	0.0%	+9.1%	0.014%
2/1/2023	CWM LLC	92,338	$5.69M	0.0%	-14.2%	0.109%
1/30/2023	New York State Common Retirement Fund	100,911	$6.22M	0.0%	-6.4%	0.119%
1/30/2023	Versor Investments LP	4,900	$0.30M	0.0%	N/A	0.006%
1/27/2023	Natixis Advisors L.P.	14,705	$0.91M	0.0%	-23.4%	0.017%
1/27/2023	State of Michigan Retirement System	21,522	$1.33M	0.0%	+1.4%	0.025%
1/26/2023	Comerica Bank	37,561	$2.27M	0.0%	-1.7%	0.044%
1/26/2023	Stephens Investment Management Group LLC	1,033,416	$63.05M	1.1%	-9.0%	1.221%
1/26/2023	Inspire Investing LLC	3,830	$0.24M	0.0%	+24.4%	0.005%
1/26/2023	Strs Ohio	14,200	$0.88M	0.0%	+22.4%	0.017%
1/25/2023	Schaper Benz & Wise Investment Counsel Inc. WI	16,121	$0.99M	0.1%	-3.8%	0.019%
1/25/2023	Stephens Inc. AR	4,499	$0.28M	0.0%	-4.5%	0.005%
1/25/2023	Fifth Third Bancorp	6,820	$0.42M	0.0%	-15.5%	0.008%
1/24/2023	Harbor Investment Advisory LLC	1,167	$72K	0.0%	-14.4%	0.001%
1/24/2023	Louisiana State Employees Retirement System	22,600	$1.39M	0.0%	+0.9%	0.027%
1/24/2023	Moody Aldrich Partners LLC	73,375	$4.52M	0.9%	-2.5%	0.087%
1/23/2023	Allspring Global Investments Holdings LLC	1,426,284	$87.92M	0.2%	+11.6%	1.685%
1/23/2023	Scout Investments Inc.	179,468	$11.06M	0.2%	-1.6%	0.212%
1/20/2023	DAVENPORT & Co LLC	82,223	$5.07M	0.0%	+13.2%	0.097%
1/19/2023	Crossmark Global Holdings Inc.	16,146	$1M	0.0%	+3.3%	0.019%
1/18/2023	Inspirion Wealth Advisors LLC	85,000	$5.24M	1.1%	-7.1%	0.100%
1/18/2023	Exchange Traded Concepts LLC	8,435	$0.52M	0.0%	N/A	0.010%
1/11/2023	Arkadios Wealth Advisors	8,270	$0.51M	0.1%	N/A	0.010%
1/10/2023	Peregrine Capital Management LLC	172,596	$10.64M	0.3%	-5.4%	0.204%
1/9/2023	Yousif Capital Management LLC	44,076	$2.72M	0.0%	+1.9%	0.052%
12/8/2022	Bank of New York Mellon Corp	933,350	$62.69M	0.0%	+1.4%	1.103%
11/23/2022	Toroso Investments LLC	18,086	$1.22M	0.1%	N/A	0.021%
11/22/2022	Teachers Retirement System of The State of Kentucky	11,895	$0.80M	0.0%	N/A	0.014%
11/21/2022	California State Teachers Retirement System	105,485	$7.09M	0.0%	-1.3%	0.125%
11/17/2022	M&T Bank Corp	63,135	$4.24M	0.0%	+8.9%	0.075%
11/16/2022	Kayne Anderson Rudnick Investment Management LLC	1,471,172	$98.82M	0.3%	+4.3%	1.740%
11/16/2022	Glenmede Trust Co. NA	265,742	$17.85M	0.1%	-7.5%	0.314%
11/16/2022	Captrust Financial Advisors	8,906	$0.60M	0.0%	+366.0%	0.011%
11/16/2022	Balyasny Asset Management LLC	7,865	$0.53M	0.0%	-7.2%	0.009%
11/16/2022	Covington Capital Management	21,422	$1.44M	0.1%	-1.7%	0.025%
11/16/2022	Fred Alger Management LLC	1,778,970	$119.49M	0.6%	+0.3%	2.105%
11/16/2022	BNP Paribas Arbitrage SNC	39,764	$2.67M	0.0%	+0.8%	0.047%
11/16/2022	Ashford Capital Management Inc.	339,831	$22.83M	3.5%	-5.1%	0.402%
11/16/2022	Neo Ivy Capital Management	1,741	$0.12M	0.3%	+3,313.7%	0.002%
11/15/2022	Neuberger Berman Group LLC	37,386	$2.51M	0.0%	-39.8%	0.044%
11/15/2022	Alliancebernstein L.P.	206,682	$13.88M	0.0%	-12.4%	0.245%
11/15/2022	State Street Corp	2,671,946	$179.48M	0.0%	+2.8%	3.161%
11/15/2022	Pier Capital LLC	75,353	$5.06M	0.9%	-42.7%	0.089%
11/15/2022	Public Employees Retirement System of Ohio	91,035	$6.12M	0.0%	-8.1%	0.108%
11/15/2022	Jacobs Levy Equity Management Inc.	51,281	$3.45M	0.0%	N/A	0.061%
11/15/2022	Algert Global LLC	14,335	$0.96M	0.1%	N/A	0.017%
11/15/2022	Thrivent Financial for Lutherans	59,666	$4.01M	0.0%	+0.3%	0.071%
11/15/2022	Two Sigma Investments LP	14,700	$0.99M	0.0%	+61.5%	0.017%
11/15/2022	UBS Asset Management Americas Inc.	118,025	$7.93M	0.0%	+13.9%	0.140%
11/15/2022	Vanguard Group Inc.	8,173,889	$549.04M	0.0%	+0.4%	9.670%
11/15/2022	Pathstone Family Office LLC	3,707	$0.25M	0.0%	N/A	0.004%
11/15/2022	Prelude Capital Management LLC	6,759	$0.45M	0.0%	+69.2%	0.008%
11/15/2022	Price T Rowe Associates Inc. MD	45,491	$3.06M	0.0%	-6.6%	0.054%
11/15/2022	Putnam Investments LLC	132,512	$8.90M	0.0%	+6.3%	0.157%
11/15/2022	Petrus Trust Company LTA	3,312	$0.22M	0.0%	N/A	0.004%
11/15/2022	Portolan Capital Management LLC	58,206	$3.91M	0.4%	-52.0%	0.069%
11/15/2022	Lord Abbett & CO. LLC	747,104	$50.18M	0.2%	N/A	0.884%
11/15/2022	Marshall Wace LLP	386,402	$25.95M	0.1%	+236.0%	0.457%
11/15/2022	Ensign Peak Advisors Inc	360,284	$24.20M	0.1%	-0.1%	0.426%
11/15/2022	Federated Hermes Inc.	15,927	$1.07M	0.0%	+6.0%	0.019%
11/15/2022	First Trust Advisors LP	240,346	$16.14M	0.0%	+53.0%	0.284%
11/15/2022	Bank of New York Mellon Corp	933,350	$62.69M	0.0%	+1.4%	1.104%
11/15/2022	BlackRock Inc.	9,690,500	$650.91M	0.0%	-0.8%	11.464%
11/14/2022	Ophir Asset Management Pty Ltd	528,400	$35.49M	6.5%	-30.2%	0.625%
11/14/2022	Macquarie Group Ltd.	51,841	$3.55M	0.0%	+4.2%	0.061%
11/14/2022	Royal Bank of Canada	494,955	$33.25M	0.0%	+6.9%	0.586%
11/14/2022	Eaton Vance Management	65,425	$4.39M	0.0%	+0.9%	0.077%
11/14/2022	Tudor Investment Corp Et Al	14,882	$1M	0.0%	+6.8%	0.018%
11/14/2022	Point72 Asset Management L.P.	678,577	$45.58M	0.2%	-14.3%	0.803%
11/14/2022	Cubist Systematic Strategies LLC	28,923	$1.94M	0.0%	-73.2%	0.034%
11/14/2022	Verition Fund Management LLC	5,696	$0.38M	0.0%	N/A	0.007%
11/14/2022	Penserra Capital Management LLC	12,258	$0.82M	0.0%	-22.7%	0.015%
11/14/2022	PFS Investments Inc.	41,508	$2.79M	0.1%	N/A	0.049%
11/14/2022	Nuveen Asset Management LLC	506,139	$34M	0.0%	-5.8%	0.599%
11/14/2022	FORA Capital LLC	8,998	$0.60M	0.1%	+13.0%	0.011%
11/14/2022	MetLife Investment Management LLC	96,467	$6.48M	0.0%	-0.2%	0.114%
11/14/2022	Pictet Asset Management SA	5,638	$0.38M	0.0%	+4.3%	0.007%
11/14/2022	Cipher Capital LP	11,249	$0.76M	0.1%	-6.9%	0.013%
11/14/2022	Oppenheimer Asset Management Inc.	48,389	$3.25M	0.1%	-5.0%	0.057%
11/14/2022	Amussen Hunsaker Associates LLC	150,940	$10.13M	2.8%	-4.4%	0.179%
11/14/2022	Brown Advisory Inc.	2,059,396	$138.33M	0.3%	+12.7%	2.436%
11/10/2022	Envestnet Asset Management Inc.	78,506	$5.27M	0.0%	+12.7%	0.093%
11/10/2022	King Luther Capital Management Corp	72,070	$4.84M	0.0%	+1.1%	0.085%
11/10/2022	Credit Suisse AG	876,294	$58.86M	0.1%	-22.2%	1.037%
11/10/2022	FDx Advisors Inc.	3,221	$0.22M	0.0%	N/A	0.004%
11/10/2022	Dimensional Fund Advisors LP	935,297	$62.83M	0.0%	+19.3%	1.106%
11/10/2022	Tower Research Capital LLC TRC	9,293	$0.62M	0.0%	+51.5%	0.011%
11/10/2022	UBS Group AG	32,592	$2.19M	0.0%	-50.6%	0.039%
11/10/2022	Jupiter Asset Management Ltd.	9,396	$0.63M	0.0%	N/A	0.011%

Data available starting January 2016

HealthEquity, Inc. provides range of solutions for managing health care accounts. The firm's offers its solutions for employers, health plans, brokers, consultants and financial advisors. Its services include HAS, FSA, HRA, DCRA, 401(k), Commuter, COBRA and HIA. It also offers products like healthcare saving and spending platform, health savings accounts, investment advisory services, reimbursement arrangements, and healthcare incentives. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.

Today's Range

Now: $60.75

$59.42

$62.62

50 Day Range

MA: $60.93

$56.64

$67.73

52 Week Range

Now: $60.75

$50.35

$79.20

Volume

1,111,236 shs

Average Volume

784,095 shs

Market Capitalization

$5.14 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.77

Who are the company insiders with the largest holdings of HealthEquity?: HealthEquity's top insider shareholders include:
Ian Sacks (Director)
Darcy G Mott (Insider)
Darcy G Mott (Insider)
Darcy G Mott (CFO)
Edward Bloomberg (COO)
Delano Ladd (EVP)
William Robert Otten (VP)
Larry L Trittschuh (EVP)
Gayle Furgurson Wellborn (Director)
Debra Charlotte Mccowan (Director)
Frank Corvino (Director)
Adrian T Dillon (Director)
Angelique Christine Hill (VP)
Stuart B Parker (Director)
Learn More about top insider investors at HealthEquity.
Who are the major institutional investors of HealthEquity?: HealthEquity's top institutional shareholders include:
Allspring Global Investments Holdings LLC — 1.69%
Stephens Investment Management Group LLC — 1.22%
Kornitzer Capital Management Inc. KS — 0.49%
Scout Investments Inc. — 0.21%
Peregrine Capital Management LLC — 0.20%
Retirement Systems of Alabama — 0.13%
Learn More about top institutional investors of HealthEquity stock.
Which major investors are selling HealthEquity stock?: During the last quarter, HQY stock was sold by these institutional investors:
Kornitzer Capital Management Inc. KS
Stephens Investment Management Group LLC
CWM LLC
Peregrine Capital Management LLC
New York State Common Retirement Fund
Inspirion Wealth Advisors LLC
Natixis Advisors L.P.
Scout Investments Inc.
In the previous year, company insiders that have sold HealthEquity company stock include:
Ian Sacks (Director)
Darcy G Mott (Insider)
Darcy G Mott (Insider)
Darcy G Mott (CFO)
Edward Bloomberg (COO)
Delano Ladd (EVP)
Learn More investors selling HealthEquity stock.
Which major investors are buying HealthEquity stock?: During the previous quarter, HQY stock was acquired by institutional investors including:
Allspring Global Investments Holdings LLC
SG Americas Securities LLC
DAVENPORT & Co LLC
Pacer Advisors Inc.
Exchange Traded Concepts LLC
Arkadios Wealth Advisors
Versor Investments LP
Cambiar Investors LLC
During the previous year, these company insiders have bought HealthEquity stock:
Ian Sacks (Director)
Darcy G Mott (Insider)
Learn More investors buying HealthEquity stock.