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HealthEquity, Inc. Ownership Summary

$69.11
1.26 1.86
Delayed

Institutional Ownership

Institutional Summary as reported in the most recent 13F filings
Institutional Holdings 97.10%
Total Number of Holders 368
Total Shares Held 60,896,559
Total Value of Holdings 4,208,561,192
Net Activity 1,025,325

Top 5 Holders of Institutional Holdings

1. MORGAN STANLEY 6,516,270
2. BLACKROCK INC. 6,428,508
3. VANGUARD GROUP INC 5,508,275
4. FMR LLC 2,871,544
5. WASATCH ADVISORS INC 2,038,929

HealthEquity, Inc. Ownership Overview

HealthEquity, Inc. (HQY) Ownership Summary provides a snapshot of institutional holdings and activity for a particular stock. The institutional holdings summary data encompasses the holdings and change from most recent 13F filings. The insider filer data counts the number of monthly positions over 3 month and 12 month time spans. Summary data is calculated daily, using the most up to date information available. Please Note: An FPI is exempt of filing insider holdings with the SEC. Therefore, it is recommended to visit the company�s website for up to date information.

Insider Trades

Insider Trades Summary as filed in the Forms 3 and 4 filings
3 Mo. 12 Mo.
Number of Buys 5 15
Number of Sells 8 25
Total Insider Trades 13 40
Net Activity 3,865 (54,094)


Top 5 Insider Trades

MEDICI FRANK 6,354,661
BERKLEY CAPITAL, LLC 373,500
MEDICI FRANK 373,500
BERKLEY CAPITAL, LLC 332,511
MEDICI FRANK 332,511
Hover over columns for trade information
Buy / Sell