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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: 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 period: 12-31-2023 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
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 75 *New 2024-03-31 605,710 $49,443,000 605,710
   Greenhouse Funds LLLP 21 *New 2024-03-31 506,465 $41,343,000 506,465
   Elk River Wealth Management LLC 36 *New 2024-03-31 46,940 $3,832,000 46,940
   MARSHALL WACE LLP 982 *New 2024-03-31 42,632 $3,480,000 42,632
   CHASE INVESTMENT COUNSEL CORP 39 *New 2024-03-31 34,414 $2,809,000 34,414
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 146 *New 2024-03-31 27,186 $2,219,000 27,186
   ABLE Financial Group LLC 37 *New 2024-03-31 16,369 $1,336,000 16,369
   HANCOCK HOLDING CO 301 *New 2024-03-31 13,142 $1,073,000 13,142
   RSM US WEALTH MANAGEMENT LLC 268 *New 2024-03-31 12,757 $1,041,000 12,757
   PDT PARTNERS, LLC 363 *New 2024-03-31 10,506 $858,000 10,506
   Peterson Wealth Services 77 *New 2024-03-31 8,224 $671,000 8,224
   OPTIONS SOLUTIONS LLC 121 *New 2024-03-31 5,403 $441,000 5,403
   VIRGINIA RETIREMENT SYSTEMS ET AL 745 *New 2023-09-30 5,700 $416,000 5,700
   Scientech Research LLC 209 *New 2024-03-31 5,053 $412,000 5,053
   DEERFIELD MANAGEMENT CO /NY 192 *New 2024-03-31 4,660 $380,000 4,660
   ALPHAMARK ADVISORS LLC 96 *New 2024-03-31 4,592 $375,000 4,592
   ONTARIO TEACHERS PENSION PLAN BOARD 417 *New 2024-03-31 4,442 $363,000 4,442
   Belpointe Asset Management LLC 539 *New 2024-03-31 4,225 $345,000 4,225
   Fortis Capital Advisors LLC 126 *New 2024-03-31 4,225 $345,000 4,225
   Cetera Investment Advisers 3083 *New 2024-03-31 3,409 $278,000 3,409
   SHERBROOKE PARK ADVISERS LLC 598 *New 2024-03-31 3,375 $276,000 3,375
   NICOLET ADVISORY SERVICES LLC 288 *New 2024-03-31 3,404 $268,000 3,404
   Pinnacle Wealth Planning Services Inc. 336 *New 2024-03-31 3,235 $264,000 3,235
   Amica Retiree Medical Trust 83 *New 2023-09-30 3,578 $261,000 3,578
   MQS Management LLC 339 *New 2024-03-31 2,869 $234,000 2,869
   SHELL ASSET MANAGEMENT CO 813 *New 2024-03-31 2,855 $233,000 2,855
   PATHSTONE FAMILY OFFICE, LLC 1431 *New 2023-09-30 3,152 $230,000 3,152
   Vident Advisory LLC 1163 *New 2024-03-31 2,761 $225,000 2,761
   Stratos Wealth Partners LTD. 1242 *New 2024-03-31 2,622 $214,000 2,622
   ADVISOR PARTNERS II LLC 1161 *New 2023-09-30 2,818 $206,000 2,818
   Cresset Asset Management LLC 1750 *New 2024-03-31 2,495 $204,000 2,495
   YHB INVESTMENT ADVISORS, INC. 481 *New 2024-03-31 489 $40,000 489
   Annis Gardner Whiting Capital Advisors LLC 446 *New 2024-03-31 426 $35,000 426
   Rise Advisors LLC 408 *New 2024-03-31 345 $28,000 345
   Cape Investment Advisory Inc. 474 *New 2023-12-31 404 $27,000 404
   USA Financial Portformulas Corp 263 *New 2024-03-31 303 $25,000 303
   Red Tortoise LLC 175 *New 2024-03-31 190 $16,000 190
   MATHER GROUP, INC. 1109 *New 2024-03-31 221 $15,000 221
   First PREMIER Bank 378 *New 2024-03-31 44 $4,000 44
   Continuum Advisory LLC 1124 *New 2024-03-31 57 $4,000 57
   UMB BANK N A/MO 1485 *New 2024-03-31 21 $2,000 21
   Beacon Capital Management LLC 874 *New 2024-03-31 25 $2,000 25
   Financial Gravity Wealth Inc. 1526 *New 2024-03-31 0 $0 0
  43 Records found
  1    
  Page 1 of 1
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