Berkley Capital Investors, L.P. is 10% Owner at HEALTHEQUITY INC (HQY). They have made 9 open-market trades across 1 company since 2015, most recently 2018-02-12.
CIK 0001614951
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
0 open-market purchases, against 9 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| HQY | 6,004,661 | $653.4M |
Shares reported on the most recent Form 4, priced at the 2018-02-12 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 78% | 67% | 44% |
| Avg Move | -4.1% | +0.1% | +7.8% |
| Scored | 9 | 9 | 9 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| HQY | SELL | 2018-02-08 | 2018-02-12 | $52.34 | $27.1M | -0.4% | +13.8% | +34.4% |
| HQY | SELL | 2017-11-30 | 2017-12-04 | $52.33 | $3.0M | -7.2% | -2.1% | +19.5% |
| HQY | SELL | 2017-11-07 | 2017-11-09 | $54.11 | $850K | +1.3% | -13.7% | -1.4% |
| HQY | SELL | 2017-11-03 | 2017-11-06 | $52.81 | $14.2M | -6.9% | -15.6% | -7.9% |
| HQY | SELL | 2017-10-12 | 2017-10-16 | $51.91 | $592K | -1.6% | -0.3% | -1.8% |
| HQY | SELL | 2017-07-12 | 2017-07-14 | $51.18 | $20.7M | -4.4% | -8.3% | +0.7% |
| HQY | SELL | 2017-06-09 | 2017-06-13 | $51.91 | $7.1M | +0.1% | -0.6% | -12.6% |
| HQY | SELL | 2016-10-25 | 2016-10-26 | $35.85 | $79.1M | -7.5% | +27.3% | +38.2% |
| HQY | SELL | 2015-09-25 | 2015-09-29 | $29.50 | $67.8M | -10.1% | +0.8% | +0.8% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.