Healthequity inc HQY.US Whale Interest Analysis

US StockTechnology
(No presentation for HQY)

HQY Whale Interest Score

3

24

15

Increased Allocation
  • AI analysis rates HQY with  a higher whale interest score of 4.
  • The  significant concentrated ownership leads to more stable long-term growth.
  • Institutions have been consistently buying for 4 consecutive quarters, indicating  ongoing strategic positioning.
  • Tracking 10 prominent institutions, the following have traded this quarter:
    • Buying: None
    • Selling: None

HQY Whale Interest Reference Factors

According to the latest 13F reports, we summarizes key information, including whale invest rate, number of institutions, and related fund flows, providing an overview of major institutional activity.

Update to 2025/2/18 (Quarterly Update)

Net Flow (Inflow - Outflow)$212.58M

Capital Inflow

$679.47M

Accumulator : 176 $485.62M
Initiator : 85 $193.85M

Capital Outflow

$466.88M

Reducer : 169 $441.30M
Liquidator : 44 $25.59M

HQY Historical Whale Interest Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

Prominent Inst. Holdings of HQY

The buying and selling records of 10 well-known and widely followed institutions for this stock over the past year are listed in the table below.

2024Q4Shares

--

2024Q3Shares

-Sold Out

2024Q2Shares

55 KNew Buy

2024Q1Shares

--

HQY Insider Transactions

According to the statistics, a total of 9 insiders have conducted stock transactions in the past year, with a total of 31 trades. All trades were selling transactions (with a total of 174.04K shares sold).

HQY Top 5 Insider Shareholders

Top 10 High Relevance to HQY Whale Interest Score