HealthEquity Ownership
| HQY Stock | USD 103.57 0.19 0.18% |
Shares in Circulation | First Issued 2013-06-30 | Previous Quarter 88.3 M | Current Value 88.6 M | Avarage Shares Outstanding 67 M | Quarterly Volatility 16.5 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
HealthEquity |
HealthEquity Stock Ownership Analysis
About 98.0% of the company shares are owned by institutional investors. The book value of HealthEquity was currently reported as 24.7. The company has Price/Earnings To Growth (PEG) ratio of 1.13. HealthEquity had not issued any dividends in recent years. HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company was incorporated in 2002 and is headquartered in Draper, Utah. Healthequity operates under Health Information Services classification in the United States and is traded on NASDAQ Exchange. It employs 3688 people. To learn more about HealthEquity call Jon Kessler at 801 727 1000 or check out https://www.healthequity.com.Besides selling stocks to institutional investors, HealthEquity also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different HealthEquity's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align HealthEquity's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
HealthEquity Quarterly Liabilities And Stockholders Equity |
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HealthEquity Insider Trades History
Roughly 2.0% of HealthEquity are currently held by insiders. Unlike HealthEquity's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against HealthEquity's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of HealthEquity's insider trades
HealthEquity Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as HealthEquity is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading HealthEquity backward and forwards among themselves. HealthEquity's institutional investor refers to the entity that pools money to purchase HealthEquity's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2024-06-30 | 1.6 M | Jpmorgan Chase & Co | 2024-06-30 | 1.5 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 1.3 M | Stephens Inv Mgmt Group Llc | 2024-09-30 | 1.2 M | Allspring Global Investments Holdings, Llc | 2024-06-30 | 1.1 M | Loomis, Sayles & Company Lp | 2024-06-30 | 1.1 M | Hhg Plc | 2024-06-30 | 1.1 M | Charles Schwab Investment Management Inc | 2024-09-30 | 1.1 M | Northern Trust Corp | 2024-09-30 | 1 M | Blackrock Inc | 2024-06-30 | 10.7 M | Vanguard Group Inc | 2024-09-30 | 8.9 M |
HealthEquity Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HealthEquity insiders, such as employees or executives, is commonly permitted as long as it does not rely on HealthEquity's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases HealthEquity insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
HealthEquity's latest congressional trading
Congressional trading in companies like HealthEquity, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in HealthEquity by those in governmental positions are based on the same information available to the general public.
| 2024-07-09 | Representative Josh Gottheimer | Acquired Under $15K | Verify |
HealthEquity Outstanding Bonds
HealthEquity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. HealthEquity uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most HealthEquity bonds can be classified according to their maturity, which is the date when HealthEquity has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HEALTHCARE TRUST OF Corp BondUS42225UAH77 | View | |
| US42225UAG94 Corp BondUS42225UAG94 | View | |
| HR 3625 15 JAN 28 Corp BondUS42225UAK07 | View | |
| HR 205 15 MAR 31 Corp BondUS42225UAM62 | View | |
| HR 24 15 MAR 30 Corp BondUS42225UAL89 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| HEALTHCARE TR AMER Corp BondUS42225UAD63 | View |
HealthEquity Corporate Filings
8K | 12th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
ASR | 6th of September 2024 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC) | ViewVerify |
| 5th of July 2024 Other Reports | ViewVerify |
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When running HealthEquity's price analysis, check to measure HealthEquity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HealthEquity is operating at the current time. Most of HealthEquity's value examination focuses on studying past and present price action to predict the probability of HealthEquity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HealthEquity's price. Additionally, you may evaluate how the addition of HealthEquity to your portfolios can decrease your overall portfolio volatility.