HealthEquity Inc (HQY)

HEALTH CARE: HEALTH CARE SERVICES
SIC: SERVICES-BUSINESS SERVICES, NEC

15 WEST SCENIC POINTE DRIVE DRAPER, UT 84020

HealthEquity Inc. provides technology-enabled services platforms that allow consumers to make healthcare saving and spending decisions. Consumers can access their tax-advantaged healthcare savings, compare treatment options and pricing, evaluate and pay healthcare bills, receive personalized benefit and clinical information, and earn wellness incentives.

Data as of 2020-10-17
Market Cap4.174 Billion Shares Outstanding76.864 Million Avg 30-day Volume873.15 Thousand
P/E Ratio Dividend Yield EPS-0.28
Price/Sales5.762 Price cash flow ratio33.2 Price free cash flow ratio-2.5
Book Value17.44 Price to Tangible Book-5.29 Alpha0.0
Short Interest Ratio % Short Interest to Float R-squared0.206203
BETA1.43074 52-week High/Low88.78 / 34.4 Stddev0.135313
View SEC Filings from HQY instead.
Q2 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 2 4 -50.0% 0 (0.0%) 1 (0.06%) -100.0%
Funds Holding: 289 285 1.4% 69 (4.5%) 71 (4.54%) -2.82%
13F shares: 69.92 Million 69.577 Million 0.49% 18.613 Million 16.516 Million 12.7%
% Ownership 91.1724 97.8826 -6.86% 24.271 23.2352 4.46%
New Positions: 39 34 14.71% 11 17 -35.29%
Increased Positions 104 100 4.0% 25 22 13.64%
Closed Positions 31 59 -47.46% 13 18 -27.78%
Reduced Positions 109 107 1.87% 27 27 0.0%
Total Calls 234.736 Thousand 286.2 Thousand -17.98% 54.5 Thousand 89 Thousand -38.76%
Total Puts 914.323 Thousand 710.156 Thousand 28.75% 159.8 Thousand 188.7 Thousand -15.32%
PUT/CALL Ratio 3.9 2.48 57.26% 2.93 2.12 38.21%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding HQY (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HQY BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

16.3 Thousand total shares from 1 transactions

Exercise Derivative Conversion (M)

16.3 Thousand total shares from 1 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

DREIER ASHLEY FORMER EXEC, VP, CTO AND CIO

  • FORMER EXEC, VP, CTO AND CIO
42,444 2020-09-02 5

BLOOMBERG EDWARD CHIEF OPERATING OFFICER

  • Officer
27,520 2020-08-14 2

HOSTETTER ADAM J EVP CHIEF MARKETING OFFICER

  • Officer
18,105 2020-06-29 2

OTTEN WILLIAM ROBERT EXECUTIVE VP OF SALES

  • Officer
36,289 2020-06-23 3

HILL ANGELIQUE CHRISTINE EXEC VP, OPERATIONS

  • Officer
16,356 2020-06-05 3

KESSLER JON PRESIDENT AND CEO

  • Officer
  • Director
405,715 2020-05-27 4

NEELEMAN STEPHEN FOUNDER AND VICE CHAIRMAN

  • Officer
  • Director
809,169 2020-04-06 2

MOTT DARCY G EXECUTIVE VP AND CFO

  • Officer
59,884 2020-04-06 5

LADD DELANO EVP, COUNSEL & SECRETARY

  • Officer
30,211 2020-04-06 3

TRITTSCHUH LARRY L EVP CHIEF SECURITY OFFICER

  • Officer
17,485 2020-04-05 5

SACKS IAN

  • Director
152,796 2020-02-01 1

CORVINO FRANK

  • Director
7,446 2020-02-01 1

MEDICI FRANK

  • Director
18,292 2020-02-01 1

DILSAVER EVELYN S

  • Director
17,224 2020-02-01 1

SELANDER ROBERT W

  • Director
35,545 2020-02-01 1

DILLON ADRIAN T

  • Director
28,398 2020-02-01 1

WELLBORN GAYLE FURGURSON

  • Director
10,543 2020-02-01 1

MCCOWAN DEBRA CHARLOTTE

  • Director
10,478 2020-02-01 1

ROBINSON GARY D EVP, CHIEF MARKETING OFFICER

  • Officer
2,890 2018-06-07 0

SOLDAN JON EXEC VP, OPERATIONS

  • Officer
8,020 2018-03-27 0

BERKLEY CAPITAL, LLC

BERKLEY CAPITAL INVESTORS, L.P.

BERKLEY W R CORP

  • SEE REMARKSSEE REMARKSSEE REMARKS
No longer subject to file 2018-02-08 0

LEAVITT MICHAEL O

  • Director
No longer subject to file 2017-08-01 0

RANA MANU S

  • Director
No longer subject to file 2017-07-31 0

BERKLEY CAPITAL, LLC

BERKLEY CAPITAL INVESTORS, L.P.

  • 10% Owner
7,346,177 2017-07-12 0

SYDNEY MATTHEW EXEC VP, SALES & MARKETING

  • Officer
100 2016-11-01 0

JENSEN FRODE EXECUTIVE VP, GC & CORP. SECY.

  • Officer
3,000 2016-03-23 0

PERSHING SANDRA

  • 10% Owner
No longer subject to file 2014-08-04 0

NEELEMAN DAVID

  • 10% Owner
No longer subject to file 2014-08-04 0

PINNACLE HEALTH III, LLC

  • 10% Owner
No longer subject to file 2014-08-04 0

POMERANTZ ERNEST H

  • 10% Owner
No longer subject to file 2014-08-04 0

FINANCIAL PARTNERS FUND I, L.P.

NAPIER PARK GLOBAL CAPITAL GP LLC

  • 10% Owner
No longer subject to file 2014-08-04 0

KEOHAN EDWARD CRAIG EXEC VP OF SALES & MARKETING

  • Officer
0 2014-07-30 0

FIRST HSA, GP

  • 10% Owner
1,944,446 2014-07-30 0

HEALTHEQUITY FOUNDER HOLDINGS, LLC

  • 10% Owner
2,120,000 2014-07-30 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

DREIER ASHLEY FORMER EXEC, VP, CTO AND CIO FORMER EXEC, VP, CTO AND CIO

2020-09-03 16:44:13 -0400 2020-09-02 M 16,250 $24.36 a 58,694 direct yes 1.7958 -6.2938 -10.98 5.4216 3 -21.0706 14

DREIER ASHLEY FORMER EXEC, VP, CTO AND CIO FORMER EXEC, VP, CTO AND CIO

2020-09-03 16:44:13 -0400 2020-09-02 M 16,250 d 0 direct yes

DREIER ASHLEY FORMER EXEC, VP, CTO AND CIO FORMER EXEC, VP, CTO AND CIO

2020-09-03 16:44:13 -0400 2020-09-02 S 16,250 $60.00 d 42,444 direct yes 1.7958 -6.2938 -10.98 5.4216 3 -21.0706 14

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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