Healthequity Ownership

HQY
 Stock
  

USD 57.67  3.72  6.06%   

Some institutional investors establish a significant position in stocks such as Healthequity in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Healthequity, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Please check Risk vs Return Analysis.
  
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Payment of Dividends and Other Cash Distributions is likely to drop to about (46.5 M) in 2022. Issuance Purchase of Equity Shares is likely to rise to about 503.2 M in 2022, whereas Weighted Average Shares is likely to drop slightly above 72.9 M in 2022.
Healthequity secures a total of 83.6 Million outstanding shares. The majority of Healthequity outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Healthequity to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Healthequity. Please pay attention to any change in the institutional holdings of Healthequity as this could imply that something significant has changed or about to change at the company. Also note that almost three million three hundred fourty-four thousand invesors are currently shorting Healthequity expressing very little confidence in its future performance.
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 Stock Ownership Analysis

About 102.0% of the company shares are owned by institutional investors. The book value of Healthequity was currently reported as 22.39. The company has Price/Earnings (P/E) ratio of 789.3. Healthequity recorded a loss per share of 0.08. The entity 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 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 Share Based Compensation

13.99 Million

Share
Only 1.93% 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%.

Healthequity SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Healthequity prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Healthequity investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Healthequity specific information freely available to individual and institutional investors to make a timely investment decision.
23rd of June 2022
Financial Statements and Exhibits. Submission of Matters to a Vote of Security Holders
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11th of February 2022
Unclassified Corporate Event
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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.
Security TypeSharesValue
Blackrock IncCommon Shares9.4 M635.5 M
Vanguard Group IncCommon SharesM539.4 M
Wasatch Advisors IncCommon Shares7.6 M515.2 M
Fmr LlcCommon Shares3.2 M216.9 M
William Blair Investment Management LlcCommon Shares3.1 M209.9 M
Jpmorgan Chase CoCommon Shares2.7 M180 M
State Street CorpCommon Shares2.6 M178.2 M
Note, although Healthequity's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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 Investors Sentiment

The influence of Healthequity's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Healthequity. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Healthequity Implied Volatility

    
  37.77  
Healthequity's implied volatility exposes the market's sentiment of Healthequity stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Healthequity's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Healthequity stock will not fluctuate a lot when Healthequity's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Healthequity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Healthequity's short interest history, or implied volatility extrapolated from Healthequity options trading.

Current Sentiment - HQY

Healthequity Investor Sentiment

Greater number of Macroaxis users are currently bullish on Healthequity. What is your judgment towards investing in Healthequity? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish

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Please check Risk vs Return Analysis. Note that the Healthequity information on this page should be used as a complementary analysis to other Healthequity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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Is Healthequity's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Healthequity. If investors know Healthequity will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Healthequity listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.96
Market Capitalization
4.9 B
Quarterly Revenue Growth YOY
0.12
Return On Assets
0.0059
Return On Equity
-0.0299
The market value of Healthequity is measured differently than its book value, which is the value of Healthequity that is recorded on the company's balance sheet. Investors also form their own opinion of Healthequity's value that differs from its market value or its book value, called intrinsic value, which is Healthequity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Healthequity's market value can be influenced by many factors that don't directly affect Healthequity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Healthequity's value and its price as these two are different measures arrived at by different means. Investors typically determine Healthequity value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Healthequity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.