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Get Institutions for : 
Healthequity Inc (HQY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 345    7
Total shares held : 
 85,316,948  
% of shares held : 
 95.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -1,898,497  
% of shares held change : 
   -2.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 1,211,989
 1.42%
 
Increased Positions :
124
 5,147,608
 6.03%
 
Unchanged Positions :
59
 1,271,440
 1.49%
 
Decreased Positions :
130
-6,699,380
-7.85%
 
Closed Positions :
39
-1,558,714
-1.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 657 - 2024-03-31 10,926,207 $891,906,000 334,286
   VANGUARD GROUP INC 803 - 2024-03-31 8,768,632 $715,783,000 149,133
   WASATCH ADVISORS INC 2 - 2024-03-31 7,409,080 $604,803,000 569,249
   FMR LLC 522 - 2024-03-31 4,961,187 $404,982,000 -251,828
   STATE STREET CORP 767 - 2024-03-31 3,053,332 $249,243,000 96,922
   CLEARBRIDGE ADVISORS LLC 148 - 2024-03-31 2,333,713 $190,501,000 -23,859
   MACKENZIE FINANCIAL CORP 104 - 2024-03-31 2,038,615 $166,412,000 231,208
   GEODE CAPITAL MANAGEMENT LLC 682 - 2024-03-31 1,975,696 $161,299,000 82,772
   BROWN ADVISORY HOLDINGS INC 92 - 2024-03-31 1,866,489 $152,361,000 52,086
   FRANKLIN RESOURCES INC 357 - 2024-03-31 1,559,388 $127,293,000 78,733
   J P MORGAN CHASE & CO 780 - 2024-03-31 1,536,458 $125,421,000 -555,490
   INVESCO LTD 742 - 2024-03-31 1,444,902 $117,947,000 829,753
   DIMENSIONAL FUND ADVISORS INC 822 - 2024-03-31 1,431,561 $116,858,000 21,821
   MILLENNIUM MANAGEMENT LLC 223 - 2024-03-31 1,404,657 $114,662,000 509,462
   STEPHENS INVESTMENT MANAGEMENT GROUP LLC 15 - 2024-03-31 1,184,360 $96,679,000 -2,131
   GOLDMAN SACHS GROUP INC/ 699 - 2024-03-31 1,125,952 $91,911,000 -3,682
   Allspring Global Investments Holdings LLC 171 - 2024-03-31 1,112,932 $90,849,000 0
   ARROWPOINT ASSET MANAGEMENT, LLC 28 - 2024-03-31 1,112,708 $90,830,000 -96,944
   JANUS HENDERSON GROUP PLC 280 - 2024-03-31 1,100,715 $89,851,000 12,448
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 677 - 2024-03-31 1,060,666 $86,582,000 58,383
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 124 - 2024-03-31 1,044,426 $85,256,000 -738,485
   NORTHERN TRUST CORP 701 - 2024-03-31 1,018,762 $83,162,000 -82,438
   LOOMIS SAYLES & CO L P 77 - 2024-03-31 930,866 $75,987,000 50,212
   VAN BERKOM & ASSOCIATES INC. 31 - 2024-03-31 913,361 $74,558,000 -67,990
   GENEVA CAPITAL MANAGEMENT LTD/WI 28 - 2024-03-31 865,566 $70,656,000 -5,169
   BANK OF NEW YORK MELLON CORP 883 - 2024-03-31 802,180 $65,482,000 -28,324
   BAMCO INC /NY/ 113 - 2024-03-31 800,000 $65,304,000 0
   GANNETT WELSH & KOTLER 50 - 2024-03-31 794,744 $64,875,000 -14,491
   WELLINGTON MANAGEMENT CO LLP 689 - 2024-03-31 659,848 $53,863,000 -7,440
   BANK OF AMERICA CORP /DE/ 1265 - 2024-03-31 643,076 $52,494,000 161,396
   MORGAN STANLEY 1710 - 2024-03-31 641,055 $52,329,000 -151,779
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 75 *New 2024-03-31 605,710 $49,443,000 605,710
   Aristotle Capital Boston LLC 16 - 2024-03-31 582,663 $47,563,000 -16,729
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 142 - 2024-03-31 572,935 $46,769,000 -8,407
   SEI INVESTMENTS CO 312 - 2024-03-31 570,051 $46,533,000 12,958
   NUVEEN ASSET MANAGEMENT, LLC 665 - 2024-03-31 569,078 $46,440,000 -3,417
   AMERICAN CENTURY COMPANIES INC 598 - 2024-03-31 553,653 $45,195,000 38,858
   NORGES BANK 969 - 2023-12-31 655,835 $43,482,000 103,095
   Greenhouse Funds LLLP 21 *New 2024-03-31 506,465 $41,343,000 506,465
   DAVENPORT & CO LLC 118 - 2024-03-31 433,384 $35,377,000 -73,751
   Eversept Partners LLC 11 - 2024-03-31 421,345 $34,394,000 -73,574
   AUREUS ASSET MANAGEMENT LLC 21 - 2024-03-31 411,134 $33,561,000 -5,437
   UBS Group AG 983 - 2024-03-31 374,355 $30,559,000 344,841
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 525 - 2024-03-31 373,573 $30,495,000 -53,705
   PRINCIPAL FINANCIAL GROUP INC 685 - 2024-03-31 364,051 $29,717,000 13,385
   MACQUARIE GROUP LTD 590 - 2024-03-31 363,518 $29,674,000 19,013
   VICTORY CAPITAL MANAGEMENT INC 657 - 2024-03-31 359,689 $29,361,000 -54,043
   Ophir Asset Management Pty Ltd 7 - 2024-03-31 347,742 $28,386,000 30,065
   ASHFORD CAPITAL MANAGEMENT INC 6 - 2024-03-31 341,512 $27,878,000 -67,170
   Ensign Peak Advisors Inc 261 - 2024-03-31 340,592 $27,803,000 62,753
   ROYAL BANK OF CANADA 982 - 2024-03-31 330,693 $26,994,000 -21,768
   FULLER & THALER ASSET MANAGEMENT, INC. 206 - 2024-03-31 317,423 $25,911,000 90,168
   RHUMBLINE ADVISERS 647 - 2024-03-31 272,529 $22,247,000 1,303
   TIMESSQUARE CAPITAL MANAGEMENT LLC 117 - 2024-03-31 259,229 $21,161,000 -44,849
   SUMMIT CREEK ADVISORS LLC 11 - 2024-03-31 256,331 $20,924,000 1,541
   DF DENT & CO INC 65 - 2024-03-31 252,621 $20,621,000 -629
   Man Group plc 393 - 2024-03-31 246,547 $20,126,000 -172,439
   GLENMEDE TRUST CO NA 215 - 2024-03-31 237,912 $19,421,000 15,037
   AMERIPRISE FINANCIAL INC 1343 - 2024-03-31 222,912 $18,196,000 -5,922
   EAGLE ASSET MANAGEMENT INC 208 - 2024-03-31 211,462 $17,262,000 -9,023
   CAMBIAR INVESTORS LLC 49 - 2024-03-31 191,664 $15,646,000 -8,396
   BARCLAYS PLC 832 - 2024-03-31 188,513 $15,387,000 -3,270
   WAYNE HUMMER ASSET MANAGEMENT CO 150 - 2024-03-31 185,845 $15,171,000 -1,132
   ALLIANCEBERNSTEIN L.P. 974 - 2024-03-31 185,520 $15,144,000 -305
   AQR CAPITAL MANAGEMENT LLC 606 - 2024-03-31 176,804 $14,433,000 139,786
   Swiss National Bank 769 - 2024-03-31 169,300 $13,820,000 600
   AMERICAN INTERNATIONAL GROUP INC 299 - 2024-03-31 154,813 $12,637,000 -1,948
   SCOUT INVESTMENT ADVISORS INC 118 - 2024-03-31 150,527 $12,288,000 -9,577
   PRUDENTIAL FINANCIAL INC 611 - 2024-03-31 147,227 $12,018,000 -425,916
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 812 - 2024-03-31 147,147 $12,012,000 1,245
   Point72 Asset Management L.P. 534 - 2024-03-31 146,754 $11,980,000 -330,624
   NATIXIS ASSET MANAGEMENT ADVISORS LP 564 - 2024-03-31 140,614 $11,479,000 123,402
   Motley Fool Wealth Management LLC 57 - 2024-03-31 137,789 $11,248,000 -1,791
   CREDIT SUISSE/ 873 - 2024-03-31 134,661 $10,992,000 184
   LEGAL & GENERAL GROUP PLC 1080 - 2024-03-31 134,368 $10,968,000 1,877
   RAYMOND JAMES & ASSOCIATES 1100 - 2024-03-31 134,267 $10,960,000 -36,316
   PUTNAM INVESTMENTS LLC 306 - 2023-12-31 154,209 $10,224,000 -96,161
   MOTLEY FOOL ASSET MANAGEMENT LLC 40 - 2024-03-31 118,780 $9,696,000 -2,536
   PEREGRINE CAPITAL MANAGEMENT LLC 96 - 2024-03-31 111,068 $9,066,000 -12,374
   ENVESTNET ASSET MANAGEMENT INC 1607 - 2024-03-31 107,969 $8,814,000 27,528
   Retirement Systems of Alabama 526 - 2024-03-31 107,744 $8,795,000 501
   FIRST TRUST ADVISORS LP 1060 - 2024-03-31 107,333 $8,762,000 -10,209
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 692 - 2024-03-31 150,801 $8,673,000 13,224
   Advantage Alpha Capital Partners LP 11 - 2024-03-31 105,284 $8,594,000 69,760
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1021 - 2024-03-31 104,433 $8,525,000 724
   MANUFACTURERES LIFE INSURANCE CO 931 - 2024-03-31 103,615 $8,458,000 2,309
   STATE OF WISCONSIN INVESTMENT BOARD 729 - 2024-03-31 99,267 $8,103,000 -12,890
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 448 - 2024-03-31 97,249 $7,938,000 -4,947
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 252 - 2024-03-31 96,715 $7,895,000 -5,485
   Diversify Advisory Services LLC 42 - 2024-03-31 95,893 $7,828,000 0
   CASTLEARK MANAGEMENT LLC 65 - 2024-03-31 90,580 $7,394,000 -12,190
   DEUTSCHE BANK AG 1114 - 2024-03-31 89,540 $7,309,000 952
   GM Advisory Group Inc. 35 - 2024-03-31 89,052 $7,269,000 -31,303
   MetLife Investment Advisors LLC 325 - 2024-03-31 88,881 $7,255,000 -2,047
   HIGHTOWER ADVISORS, LLC 810 - 2024-03-31 88,703 $7,232,000 596
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 762 - 2024-03-31 85,859 $7,009,000 -4,251
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 805 - 2024-03-31 84,353 $6,886,000 58,744
   WELLS FARGO & CO/MN 1780 - 2024-03-31 84,253 $6,878,000 1,853
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 694 - 2024-03-31 82,851 $6,763,000 200
   DFPG INVESTMENTS INC. 41 - 2023-12-31 96,102 $6,506,000 -1,060
  100 Records found
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