HEALTHEQUITY INC HQY
COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersDraper, UT
- Founded2002
- Websitehealthequity.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.2m this quarter). Holder counts are more reliable. Shares outstanding: 84.6m as of 2022-11-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $61.61. Options: 10 managers hold calls ($18.3m notional), 10 hold puts ($23.3m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 323 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $18.0m | $6.2m | 0.34 |
| Q4 2022 | $18.3m | $23.3m | 1.27 |
Biggest buyers
| Clearbridge Investments, LLC | Added | +820.1k |
| BlackRock Inc. | Added | +732.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +450.0k |
| FMR LLC | Added | +340.2k |
| BANK OF AMERICA CORP /DE/ | Added | +316.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +285.6k |
| TimesSquare Capital Management, LLC | Added | +207.0k |
| MARSHALL WACE, LLP | Added | +156.5k |
| Honeycomb Asset Management LP | New | +156.0k |
| Allspring Global Investments Holdings, LLC | Added | +148.3k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -1.5m |
| LORD, ABBETT & CO. LLC | Sold out | -747.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -702.9k |
| MACKENZIE FINANCIAL CORP | Reduced | -617.7k |
| ArrowMark Colorado Holdings LLC | Reduced | -481.1k |
| Iron Triangle Partners LP | Sold out | -440.0k |
| CREDIT SUISSE AG/ | Reduced | -394.9k |
| CITADEL ADVISORS LLC | Reduced | -348.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -346.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -300.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $6.9m111.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.6m107.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.4m22.7k shares |
| UBS Group AG | New | $924.6k15.0k shares |
| Walleye Trading LLC | Unchanged | $881.5k14.3k shares |
| PEAK6 Investments LLC | Added | $573.3k9.3k shares |
| JANE STREET GROUP, LLC | Reduced | $493.1k8.0k shares |
| GROUP ONE TRADING LLC | Added | $308.2k5.0k shares |
| Walleye Capital LLC | Reduced | $197.2k3.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Walleye Trading LLC | Added | $7.6m123.6k shares |
| CITADEL ADVISORS LLC | Added | $7.4m120.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.7m59.7k shares |
| UBS Group AG | New | $2.5m39.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m18.4k shares |
| Walleye Capital LLC | Added | $554.8k9.0k shares |
| JANE STREET GROUP, LLC | Reduced | $221.9k3.6k shares |
| PEAK6 Investments LLC | New | $129.4k2.1k shares |
| GROUP ONE TRADING LLC | New | $67.8k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WASATCH ADVISORS LP 13G · institution -1.0 pts · filed 2026-10-09 | 8.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 3 | $1.8m | 2 | $795.4k | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 1 | $95.0k | — |
| Q3 2022 | 0 | — | 3 | $2.2m | — |
| Q4 2022 | 0 | — | 3 | $1.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-14 | Wellborn Gayle Furgurson Director | Sold | $324.7k5.2k shares |
| 2022-10-21 | Ladd Delano EVP, GC & CORPORATE SECRETARY | Sold | $442.3k5.9k shares |
| 2022-10-13 | Trittschuh Larry L EVP CHIEF SECURITY OFFICER | Sold | $806.8k11.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 10.4m $642.5m | Added +732.5k |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.3m $512.8m | Added +145.9k |
| WASATCH ADVISORS LP 2.38% of their portfolio | 5.7m $353.3m | Added +5.9k |
| FMR LLC 0.03% of their portfolio | 4.3m $266.5m | Added +340.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.70% of their portfolio | 3.0m $184.1m | Reduced -346.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.7m $166.3m | Added +25.9k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.1m $132.1m | Reduced -8.5k |
| BROWN ADVISORY INC 0.23% of their portfolio | 2.0m $122.4m | Reduced -73.6k |
| FRED ALGER MANAGEMENT, LLC 0.53% of their portfolio | 1.6m $97.6m | Reduced -196.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $96.7m | Added +52.1k |
| ArrowMark Colorado Holdings LLC 1.11% of their portfolio | 1.5m $92.6m | Reduced -481.1k |
| Allspring Global Investments Holdings, LLC 0.15% of their portfolio | 1.4m $87.9m | Added +148.3k |
| MACKENZIE FINANCIAL CORP 0.13% of their portfolio | 1.3m $78.5m | Reduced -617.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.2m $76.8m | Reduced -593 |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.2m $72.2m | Added +18.7k |
| Clearbridge Investments, LLC 0.07% of their portfolio | 1.1m $70.2m | Added +820.1k |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 1.1m $67.2m | Reduced -1.5m |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 1.1m $65.1m | Reduced -300.9k |
| Stephens Investment Management Group LLC 1.14% of their portfolio | 1.0m $63.0m | Reduced -102.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 963.5k $59.4m | Added +28.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 933.7k $57.6m | Added +39.2k |
| Invesco Ltd. 0.02% of their portfolio | 913.1k $56.3m | Added +73.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 892.7k $55.0m | Reduced -40.7k |
| TimesSquare Capital Management, LLC 0.78% of their portfolio | 892.0k $55.0m | Added +207.0k |
| GENEVA CAPITAL MANAGEMENT LLC 1.20% of their portfolio | 867.8k $53.5m | Reduced -8.9k |
| GW&K Investment Management, LLC 0.52% of their portfolio | 830.8k $51.2m | Reduced -9.3k |
| BAMCO INC /NY/ 0.17% of their portfolio | 800.0k $49.3m | Unchanged |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 768.3k $47.4m | Reduced -702.9k |
| Van Berkom & Associates Inc. 2.00% of their portfolio | 757.9k $46.7m | Added +38.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 705.7k $43.5m | Added +316.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 692.4k $42.7m | Added +108.8k |
| Point72 Asset Management, L.P. 0.15% of their portfolio | 632.4k $39.0m | Reduced -46.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 630.8k $38.9m | Added +450.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 621.5k $38.3m | Reduced -250.2k |
| Granahan Investment Management, LLC 1.16% of their portfolio | 615.2k $37.9m | Reduced -76.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 582.5k $35.9m | Added +76.3k |
| Aristotle Capital Boston, LLC 1.10% of their portfolio | 565.7k $34.9m | Added +26.0k |
| NORGES BANK 0.01% of their portfolio | 552.7k $34.1m | Added +122.1k |
| MARSHALL WACE, LLP 0.09% of their portfolio | 542.9k $33.5m | Added +156.5k |
| MORGAN STANLEY 0.00% of their portfolio | 504.8k $31.1m | Reduced -53.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 485.4k $29.9m | Reduced -153.1k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 481.4k $29.7m | Reduced -394.9k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 454.9k $28.0m | Added +38.3k |
| Granite Investment Partners, LLC 1.15% of their portfolio | 449.9k $27.7m | Reduced -18.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 431.4k $26.6m | Reduced -63.5k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.52% of their portfolio | 417.2k $25.7m | Reduced -144.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 403.6k $24.9m | Added +285.6k |
| Aureus Asset Management, LLC 2.13% of their portfolio | 399.7k $24.6m | Reduced -8.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 380.6k $23.5m | Added +39.2k |
| Ophir Asset Management Pty Ltd 4.37% of their portfolio | 368.3k $22.7m | Reduced -160.1k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 356.5k $22.0m | Reduced -3.8k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 345.6k $21.3m | Reduced -348.9k |
| ASHFORD CAPITAL MANAGEMENT INC 3.15% of their portfolio | 329.1k $20.3m | Reduced -10.7k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 284.2k $17.5m | Reduced -185.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 275.4k $17.0m | Added +7.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 262.3k $16.2m | Added +16.2k |
| SECTORAL ASSET MANAGEMENT INC 2.91% of their portfolio | 243.8k $15.0m | Added +10.7k |
| GLENMEDE TRUST CO NA 0.09% of their portfolio | 237.9k $14.7m | Reduced -27.8k |
| DF DENT & CO INC 0.21% of their portfolio | 233.1k $14.4m | Reduced -51.2k |
| Summit Creek Advisors LLC 1.90% of their portfolio | 226.4k $14.0m | Reduced -61.0k |
| AGF MANAGEMENT LTD 0.10% of their portfolio | 212.6k $13.1m | First filing |
| EAGLE ASSET MANAGEMENT INC 0.08% of their portfolio | 207.5k $12.6m | Reduced -205.9k |
| PUTNAM INVESTMENTS LLC 0.02% of their portfolio | 206.1k $12.7m | Added +73.6k |
| Swiss National Bank 0.01% of their portfolio | 203.7k $12.6m | Added +3.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 193.2k $11.9m | Added +1.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 192.7k $11.9m | Reduced -14.0k |
| SCOUT INVESTMENTS, INC. 0.23% of their portfolio | 179.5k $11.1m | Reduced -3.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.33% of their portfolio | 172.6k $10.6m | Reduced -9.9k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.07% of their portfolio | 170.1k $10.5m | Reduced -1.6k |
| Honeycomb Asset Management LP 2.92% of their portfolio | 156.0k $9.6m | New |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 148.3k $9.1m | Reduced -17.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 139.9k $8.6m | Reduced -5.2k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 128.8k $7.9m | Added +18.1k |
| Legal & General Group Plc 0.00% of their portfolio | 125.0k $7.7m | Added +1.4k |
| Motley Fool Wealth Management, LLC 0.53% of their portfolio | 124.2k $7.6m | Reduced -528 |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 121.9k $7.5m | Added +89.7k |
| PICTON MAHONEY ASSET MANAGEMENT 0.38% of their portfolio | 120.5k $7.4m | Reduced -55.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 116.1k $7.2m | Reduced -124.3k |
| CIBC Private Wealth Group LLC 0.02% of their portfolio | 114.1k $7.0m | Reduced -800 |
| Retirement Systems of Alabama 0.03% of their portfolio | 111.4k $6.9m | Added +962 |
| Tekla Capital Management LLC 0.26% of their portfolio | 110.2k $6.8m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 106.5k $6.6m | Added +1.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 100.9k $6.2m | Reduced -6.9k |
| DFPG INVESTMENTS, LLC 0.94% of their portfolio | 100.1k $5.7m | Added +2.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 98.8k $6.1m | Reduced -227 |
| MetLife Investment Management, LLC 0.04% of their portfolio | 95.5k $5.9m | Reduced -973 |
| Motley Fool Asset Management LLC 0.65% of their portfolio | 93.3k $5.7m | Reduced -4.7k |
| CWM, LLC 0.04% of their portfolio | 92.3k $5.7m | Reduced -15.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 88.9k $5.5m | New |
| NBW CAPITAL LLC 1.38% of their portfolio | 87.5k $5.4m | Added +316 |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.39% of their portfolio | 87.4k $5.4m | Added +37.8k |
| INSPIRION WEALTH ADVISORS, LLC 1.11% of their portfolio | 85.0k $5.2m | Reduced -6.5k |
| HighTower Advisors, LLC 0.01% of their portfolio | 84.7k $5.2m | Added +1.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 83.2k $5.1m | Added +100 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 82.5k $5.1m | Added +4.4k |
| DAVENPORT & Co LLC 0.04% of their portfolio | 82.2k $5.1m | Added +9.6k |
| Weiss Multi-Strategy Advisers LLC 0.14% of their portfolio | 80.7k $5.0m | Added +30.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 80.3k $4.9m | Reduced -5.2k |
| Thematics Asset Management 0.30% of their portfolio | 80.0k $4.9m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 79.2k $4.9m | Added +714 |