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HQY Insider Trading (HealthEquity)

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.80%

Insider Buying (Last 12 Months): $1,571,316.25

Insider Selling (Last 12 Months): $4,533,233.88

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

^$59.23

▲ +0.22 (0.37%)

As of 05/20/2022 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
12/14/2021	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
1/27/2020	Larry L Trittschuh	EVP	Sell	6,420	$68.65	$440,733.00	16,143
1/24/2020	Ashley Dreier	VP	Sell	26,993	$71.02	$1,917,042.86	53,737
1/21/2020	Darcy G Mott	CFO	Sell	4,000	$72.93	$291,720.00	31,801
12/20/2019	Darcy G Mott	CFO	Sell	4,000	$76.53	$306,120.00	34,000
11/20/2019	Darcy G Mott	CFO	Sell	4,000	$60.39	$241,560.00	38,000
10/21/2019	Darcy G Mott	CFO	Sell	4,000	$56.90	$227,600.00	42,000
9/20/2019	Darcy G Mott	CFO	Sell	4,000	$61.61	$246,440.00	46,000
8/20/2019	Darcy G Mott	CFO	Sell	4,000	$60.82	$243,280.00	50,100
7/22/2019	Darcy G Mott	VP	Sell	4,000	$79.56	$318,240.00	54,000
7/22/2019	Delano Ladd	EVP	Sell	6,875	$80.00	$550,000.00	17,833
7/12/2019	Angelique Christine Hill	VP	Sell	9,500	$71.40	$678,300.00	15,887
7/12/2019	Frank Corvino	Director	Sell	9,524	$70.86	$674,870.64	14,094
7/12/2019	Jon Kessler	CEO	Buy	10,000	$61.00	$610,000.00	442,410
6/20/2019	Darcy G Mott	CFO	Sell	4,000	$71.69	$286,760.00	58,000

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

97.44% 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
5/20/2022	The Manufacturers Life Insurance Company	101,845	$6.87M	0.0%	-24.1%	0.121%
5/18/2022	BNP Paribas Arbitrage SA	15,446	$1.04M	0.0%	-37.3%	0.018%
5/17/2022	Walleye Capital LLC	5,823	$0.39M	0.0%	-62.8%	0.007%
5/17/2022	Beacon Pointe Advisors LLC	3,048	$0.21M	0.0%	N/A	0.004%
5/17/2022	Philadelphia Financial Management of San Francisco LLC	145,737	$9.83M	3.2%	N/A	0.174%
5/17/2022	Polar Capital Holdings Plc	6,645	$0.45M	0.0%	-38.3%	0.008%
5/17/2022	Portolan Capital Management LLC	128,261	$8.65M	0.7%	N/A	0.153%
5/17/2022	Quantbot Technologies LP	10,828	$0.73M	0.1%	-67.4%	0.013%
5/17/2022	Royal Bank of Canada	462,914	$31.22M	0.0%	-28.1%	0.552%
5/17/2022	Shay Capital LLC	20,000	$1.35M	0.2%	N/A	0.024%
5/17/2022	Eaton Vance Management	65,425	$4.41M	0.0%	+36.2%	0.078%
5/17/2022	Ensign Peak Advisors Inc	359,590	$24.25M	0.0%	-12.2%	0.429%
5/17/2022	First Republic Investment Management Inc.	16,947	$1.14M	0.0%	-5.3%	0.020%
5/16/2022	California State Teachers Retirement System	106,134	$7.16M	0.0%	-7.7%	0.127%
5/16/2022	Goldman Sachs Group Inc.	371,799	$25.07M	0.0%	+7.2%	0.444%
5/16/2022	Captrust Financial Advisors	1,176	$79K	0.0%	+92.5%	0.001%
5/16/2022	Woodline Partners LP	190,180	$12.83M	0.2%	+201.9%	0.227%
5/16/2022	State Street Corp	2,642,658	$178.22M	0.0%	+2.6%	3.153%
5/16/2022	Echo Street Capital Management LLC	3,965	$0.27M	0.0%	N/A	0.005%
5/16/2022	Eversept Partners LP	144,140	$9.72M	0.8%	-56.8%	0.172%
5/16/2022	Invesco Ltd.	135,531	$9.14M	0.0%	+5.6%	0.162%
5/16/2022	UBS Group AG	32,908	$2.22M	0.0%	+1.6%	0.039%
5/16/2022	Granahan Investment Management LLC	829,000	$55.91M	1.4%	+0.9%	0.989%
5/16/2022	Hsbc Holdings PLC	12,729	$0.87M	0.0%	+32.6%	0.015%
5/13/2022	Northern Trust Corp	1,290,121	$87.01M	0.0%	+9.8%	1.539%
5/13/2022	Charles Schwab Investment Management Inc.	848,907	$57.25M	0.0%	+4.3%	1.013%
5/13/2022	Wasatch Advisors Inc.	7,638,935	$515.17M	2.5%	+3.3%	9.113%
5/13/2022	Clearbridge Investments LLC	417,488	$28.16M	0.0%	+0.8%	0.498%
5/13/2022	First Trust Advisors LP	17,949	$1.21M	0.0%	N/A	0.021%
5/13/2022	Prudential Financial Inc.	9,501	$0.64M	0.0%	-6.5%	0.011%
5/13/2022	Federated Hermes Inc.	15,416	$1.04M	0.0%	-3.2%	0.018%
5/13/2022	American International Group Inc.	181,367	$12.23M	0.1%	-1.3%	0.216%
5/13/2022	Tekla Capital Management LLC	103,314	$6.97M	0.2%	N/A	0.123%
5/13/2022	Mackenzie Financial Corp	2,060,973	$138.99M	0.2%	-9.1%	2.459%
5/13/2022	Zions Bancorporation N.A.	10,209	$0.69M	0.1%	+36.4%	0.012%
5/13/2022	Vanguard Group Inc.	7,998,328	$539.41M	0.0%	-0.3%	9.542%
5/13/2022	Sei Investments Co.	278,939	$18.84M	0.0%	-0.2%	0.333%
5/13/2022	Blair William & Co. IL	12,637	$0.85M	0.0%	-11.1%	0.015%
5/13/2022	Vontobel Holding Ltd.	42,818	$2.88M	0.0%	-14.6%	0.051%
5/13/2022	Dimensional Fund Advisors LP	699,519	$47.18M	0.0%	+29.6%	0.835%
5/12/2022	Raymond James Trust N.A.	3,052	$0.21M	0.0%	N/A	0.004%
5/12/2022	Yousif Capital Management LLC	44,312	$2.99M	0.0%	+0.9%	0.053%
5/12/2022	Rosenbaum Jay D.	2,980	$0.20M	0.3%	N/A	0.004%
5/12/2022	Great West Life Assurance Co. Can	45,259	$3.13M	0.0%	+7.4%	0.054%
5/12/2022	Shelton Capital Management	4,363	$0.29M	0.0%	N/A	0.005%
5/12/2022	BlackRock Inc.	9,423,008	$635.49M	0.0%	+4.0%	11.242%
5/12/2022	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	30,639	$2.07M	0.0%	+10.7%	0.037%
5/12/2022	Rhumbline Advisers	231,307	$15.60M	0.0%	+2.2%	0.276%
5/12/2022	Metropolitan Life Insurance Co NY	5,011	$0.34M	0.0%	-85.4%	0.006%
5/12/2022	MetLife Investment Management LLC	96,519	$6.51M	0.0%	+40.2%	0.115%
5/12/2022	Aureus Asset Management LLC	509,590	$34.37M	2.3%	+31.2%	0.608%
5/12/2022	Bank of Montreal Can	8,218	$0.55M	0.0%	+44.5%	0.010%
5/12/2022	Natixis Advisors L.P.	13,821	$0.93M	0.0%	N/A	0.016%
5/12/2022	AlphaCrest Capital Management LLC	3,464	$0.23M	0.0%	N/A	0.004%
5/12/2022	PNC Financial Services Group Inc.	13,547	$0.91M	0.0%	+31.8%	0.016%
5/12/2022	Citigroup Inc.	7,917	$0.53M	0.0%	-70.8%	0.009%
5/12/2022	Lisanti Capital Growth LLC	43,780	$2.95M	0.3%	N/A	0.052%
5/12/2022	Oppenheimer Asset Management Inc.	58,552	$3.95M	0.1%	+18.0%	0.070%
5/12/2022	HighTower Advisors LLC	82,558	$5.57M	0.0%	+1.3%	0.098%
5/11/2022	Amussen Hunsaker Associates LLC	159,522	$10.76M	2.5%	-0.6%	0.190%
5/11/2022	King Luther Capital Management Corp	55,310	$3.73M	0.0%	+81.0%	0.066%
5/11/2022	Veritable L.P.	3,595	$0.24M	0.0%	N/A	0.004%
5/11/2022	Picton Mahoney Asset Management	99,785	$6.73M	0.2%	N/A	0.119%
5/11/2022	Landscape Capital Management L.L.C.	48,753	$3.29M	0.4%	N/A	0.058%
5/11/2022	US Bancorp DE	7,354	$0.50M	0.0%	-5.7%	0.009%
5/11/2022	American Century Companies Inc.	437,035	$29.47M	0.0%	-2.1%	0.521%
5/11/2022	Bank of New York Mellon Corp	924,494	$62.35M	0.0%	+3.7%	1.103%
5/11/2022	William Blair Investment Management LLC	3,112,394	$209.90M	0.6%	-12.8%	3.713%
5/11/2022	Crossmark Global Holdings Inc.	17,941	$1.21M	0.0%	+14.6%	0.021%
5/11/2022	Van Berkom & Associates Inc.	886,108	$59.76M	2.1%	N/A	1.057%
5/11/2022	Massachusetts Financial Services Co. MA	798,551	$53.85M	0.0%	+2.7%	0.953%
5/11/2022	State of Tennessee Treasury Department	10,000	$0.67M	0.0%	N/A	0.012%
5/11/2022	Raymond James & Associates	160,110	$10.80M	0.0%	+57.2%	0.191%
5/11/2022	Associated Banc Corp	3,151	$0.21M	0.0%	N/A	0.004%
5/11/2022	JPMorgan Chase & Co.	2,669,705	$180.05M	0.0%	+3.2%	3.185%
5/10/2022	Sectoral Asset Management Inc.	240,000	$16.19M	2.9%	N/A	0.286%
5/10/2022	Nicholas Investment Partners LP	314,704	$21.22M	1.5%	N/A	0.375%
5/10/2022	Profund Advisors LLC	7,182	$0.48M	0.0%	-5.4%	0.009%
5/10/2022	ProShare Advisors LLC	23,671	$1.60M	0.0%	-13.9%	0.028%
5/10/2022	AGF Investments LLC	15,153	$1.02M	0.1%	N/A	0.018%
5/10/2022	Pier Capital LLC	169,893	$11.46M	1.5%	-40.6%	0.203%
5/10/2022	Mirae Asset Global Investments Co. Ltd.	202,548	$13.66M	0.0%	-13.2%	0.242%
5/10/2022	B. Metzler seel. Sohn & Co. AG	47,375	$3.20M	0.0%	+9.3%	0.057%
5/9/2022	Bank of Nova Scotia	12,654	$0.85M	0.0%	N/A	0.015%
5/9/2022	Commerce Bank	8,765	$0.59M	0.0%	-5.4%	0.010%
5/9/2022	GW&K Investment Management LLC	806,316	$54.38M	0.5%	+6.1%	0.962%
5/9/2022	Principal Financial Group Inc.	300,689	$20.28M	0.0%	-0.4%	0.359%
5/9/2022	Swiss National Bank	197,500	$13.32M	0.0%	+7.5%	0.236%
5/9/2022	Summit Creek Advisors LLC	298,071	$20.10M	2.3%	+0.4%	0.356%
5/9/2022	Teacher Retirement System of Texas	16,792	$1.13M	0.0%	+6.1%	0.020%
5/9/2022	Brown Advisory Inc.	1,757,684	$118.30M	0.2%	+2.9%	2.097%
5/9/2022	Mitsubishi UFJ Kokusai Asset Management Co. Ltd.	4,401	$0.30M	0.0%	+6.7%	0.005%
5/9/2022	M&T Bank Corp	51,287	$3.46M	0.0%	+2.5%	0.061%
5/6/2022	HC Advisors LLC	12,295	$0.83M	0.5%	N/A	0.015%
5/6/2022	Texas Permanent School Fund	59,269	$4M	0.1%	-1.6%	0.071%
5/6/2022	CIBC Asset Management Inc	3,580	$0.24M	0.0%	N/A	0.004%
5/6/2022	TimesSquare Capital Management LLC	220,780	$14.89M	0.2%	N/A	0.263%
5/5/2022	New York State Common Retirement Fund	114,454	$7.72M	0.0%	+53.5%	0.137%
5/5/2022	Russell Investments Group Ltd.	59,601	$4.02M	0.0%	+24.5%	0.071%
5/4/2022	Motley Fool Wealth Management LLC	124,791	$8.42M	0.4%	-0.4%	0.149%

Data available starting January 2016

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.

Today's Range

Now: $59.23

$57.46

$60.26

50 Day Range

MA: $63.13

$54.08

$71.62

52 Week Range

Now: $59.23

$36.81

$84.78

Volume

518,328 shs

Average Volume

712,872 shs

Market Capitalization

$5.00 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.08

Who are the company insiders with the largest holdings of HealthEquity?: HealthEquity's top insider shareholders include:
Jon Kessler (CEO)
Ian Sacks (Director)
Darcy G Mott (Insider)
Darcy G Mott (Insider)
Darcy G Mott (CFO)
Ashley Dreier (VP)
Delano Ladd (EVP)
Edward Bloomberg (COO)
William Robert Otten (VP)
Frank Medici (Director)
Larry L Trittschuh (EVP)
Frank Corvino (Director)
Adrian T Dillon (Director)
Angelique Christine Hill (VP)
Debra Charlotte Mccowan (Director)
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:
BlackRock Inc. — 11.24%
Vanguard Group Inc. — 9.54%
Wasatch Advisors Inc. — 9.11%
William Blair Investment Management LLC — 3.71%
JPMorgan Chase & Co. — 3.18%
State Street Corp — 3.15%
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:
William Blair Investment Management LLC
Mackenzie Financial Corp
Eversept Partners LP
Royal Bank of Canada
Pier Capital LLC
PEAK6 Investments LLC
Motley Fool Asset Management LLC
Peregrine Capital Management LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
Jon Kessler (CEO)
Ian Sacks (Director)
Darcy G Mott (Insider)
Darcy G Mott (Insider)
Darcy G Mott (CFO)
Ashley Dreier (VP)
Delano Ladd (EVP)
Edward Bloomberg (COO)
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:
Van Berkom & Associates Inc.
Granite Investment Partners LLC
BlackRock Inc.
Nicholas Investment Partners LP
Wasatch Advisors Inc.
Sectoral Asset Management Inc.
TimesSquare Capital Management LLC
Dimensional Fund Advisors LP
During the previous year, these company insiders have bought HealthEquity stock:
Jon Kessler (CEO)
Ian Sacks (Director)
Learn More investors buying HealthEquity stock.

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HQY Insider Trading (HealthEquity)

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

HealthEquity Insider Trading History

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

Institutional Buying and Selling by Quarter

HealthEquity Institutional Trading History

Today's Range

50 Day Range

52 Week Range

Volume

Average Volume

Market Capitalization

P/E Ratio

Dividend Yield

Beta

Who are the company insiders with the largest holdings of HealthEquity?

Who are the major institutional investors of HealthEquity?

Which major investors are selling HealthEquity stock?

Which major investors are buying HealthEquity stock?