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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
   FMR LLC 522 - 2024-03-31 4,961,187 $404,982,000 -251,828
   CLEARBRIDGE ADVISORS LLC 148 - 2024-03-31 2,333,713 $190,501,000 -23,859
   J P MORGAN CHASE & CO 780 - 2024-03-31 1,536,458 $125,421,000 -555,490
   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
   ARROWPOINT ASSET MANAGEMENT, LLC 28 - 2024-03-31 1,112,708 $90,830,000 -96,944
   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
   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
   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
   MORGAN STANLEY 1710 - 2024-03-31 641,055 $52,329,000 -151,779
   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
   NUVEEN ASSET MANAGEMENT, LLC 665 - 2024-03-31 569,078 $46,440,000 -3,417
   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
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 525 - 2024-03-31 373,573 $30,495,000 -53,705
   VICTORY CAPITAL MANAGEMENT INC 657 - 2024-03-31 359,689 $29,361,000 -54,043
   ASHFORD CAPITAL MANAGEMENT INC 6 - 2024-03-31 341,512 $27,878,000 -67,170
   ROYAL BANK OF CANADA 982 - 2024-03-31 330,693 $26,994,000 -21,768
   TIMESSQUARE CAPITAL MANAGEMENT LLC 117 - 2024-03-31 259,229 $21,161,000 -44,849
   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
   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
   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
   Point72 Asset Management L.P. 534 - 2024-03-31 146,754 $11,980,000 -330,624
   Motley Fool Wealth Management LLC 57 - 2024-03-31 137,789 $11,248,000 -1,791
   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
   FIRST TRUST ADVISORS LP 1060 - 2024-03-31 107,333 $8,762,000 -10,209
   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
   CASTLEARK MANAGEMENT LLC 65 - 2024-03-31 90,580 $7,394,000 -12,190
   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
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 762 - 2024-03-31 85,859 $7,009,000 -4,251
   DFPG INVESTMENTS INC. 41 - 2023-12-31 96,102 $6,506,000 -1,060
   ING INVESTMENT MANAGEMENT LLC 786 - 2024-03-31 75,717 $6,181,000 -12,819
   Integrys Wealth Advisors LLC 18 - 2024-03-31 75,005 $6,123,000 -10,000
   Atlantic Trust Group LLC 390 - 2024-03-31 70,964 $5,793,000 -2,966
   TAYLOR INVESTMENT COUNSELORS LLC 33 - 2023-12-31 86,615 $5,743,000 -1,033
   UMA Financial Services Inc. 23 - 2024-03-31 67,853 $5,447,000 -21
   ALGER FRED MANAGEMENT INC 252 - 2024-03-31 62,067 $5,067,000 -4,821
   Thematics Asset Management 116 - 2024-03-31 60,457 $4,935,000 -13,928
   COMERICA BANK 743 - 2024-03-31 57,575 $4,700,000 -1,254
   GRADIENT INVESTMENTS LLC 145 - 2024-03-31 53,631 $4,378,000 -3,756
   OPPENHEIMER ASSET MANAGEMENT INC 321 - 2024-03-31 49,641 $4,052,000 -8,394
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 402 - 2024-03-31 48,438 $3,954,000 -2,843
   AMALGAMATED BANK 616 - 2024-03-31 44,959 $3,670,000 -8,677
   CLARIVEST ASSET MANAGEMENT LLC 57 - 2024-03-31 42,204 $3,445,000 -2,598
   Russell Investments Group Ltd. 1330 - 2024-03-31 42,183 $3,443,000 -3,403
   YOUSIF CAPITAL MANAGEMENT LLC 534 - 2024-03-31 39,799 $3,249,000 -745
   CITADEL ADVISORS LLC 2044 - 2024-03-31 38,016 $3,103,000 -154,387
   LPL FINANCIAL CORP 2164 - 2024-03-31 36,363 $2,968,000 -1,011
   NORDEA INVESTMENT MANAGEMENT AB 653 - 2024-03-31 34,739 $2,849,000 -483
   Beck Bode LLC 50 - 2024-03-31 34,108 $2,784,000 -5,490
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 432 - 2024-03-31 33,224 $2,712,000 -365
   State of Tennessee Treasury Department 763 - 2024-03-31 32,518 $2,654,000 -8,682
   Amussen Hunsaker & Associates LLC 23 - 2024-03-31 31,439 $2,531,000 -8,021
   Vontobel Holding Ltd. 416 - 2024-03-31 28,935 $2,362,000 -44,629
   AGF MANAGEMENT LTD 452 - 2024-03-31 27,260 $2,225,000 -14,761
   JANE STREET GROUP LLC 2130 - 2024-03-31 27,177 $2,218,000 -113,481
   Susquehanna Portfolio Strategies LLC 333 - 2024-03-31 24,999 $2,041,000 -12,821
   ARIZONA STATE RETIREMENT SYSTEM 738 - 2024-03-31 23,580 $1,925,000 -357
   TOWNSQUARE CAPITAL LLC 484 - 2024-03-31 23,117 $1,887,000 -1,797
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 512 - 2024-03-31 21,218 $1,732,000 -2,956
   REDWOOD INVESTMENTS LLC 77 - 2024-03-31 20,979 $1,687,000 -3,947
   South Dakota Investment Council 347 - 2024-03-31 19,893 $1,624,000 -1,400
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1754 - 2024-03-31 19,491 $1,591,000 -21,616
   GRAHAM CAPITAL MANAGEMENT LP 268 - 2024-03-31 17,668 $1,442,000 -43,934
   Qube Research & Technologies Ltd 1649 - 2024-03-31 17,490 $1,428,000 -12,932
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 880 - 2024-03-31 17,481 $1,427,000 -1,445
   SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 92 - 2024-03-31 15,716 $1,283,000 -15
   Goss Wealth Management LLC 915 - 2024-03-31 14,328 $1,170,000 -1,202
   MARINER WEALTH ADVISORS, LLC 1426 - 2024-03-31 13,676 $1,116,000 -616
   ALPS ADVISERS INC 469 - 2024-03-31 12,842 $1,048,000 -2,510
   HC Advisors LLC 42 - 2024-03-31 11,949 $975,000 -171
   FEDERATED INVESTORS INC /PA/ 1154 - 2024-03-31 11,237 $917,000 -1,098
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2703 - 2024-03-31 10,902 $890,000 -23,892
   CAPTRUST FINANCIAL ADVISORS 1201 - 2024-03-31 10,482 $856,000 -1,261
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 733 - 2024-03-31 10,196 $832,000 -149
   Premier Fund Managers Ltd 133 - 2024-03-31 9,030 $720,000 -1,480
   Spouting Rock Asset Management LLC 72 - 2023-12-31 10,659 $707,000 -568
   PNC FINANCIAL SERVICES GROUP INC 1331 - 2024-03-31 8,366 $683,000 -521
   LEE MUNDER CAPITAL GROUP, LLC 239 - 2024-03-31 8,288 $677,000 -3,550
   COMMERCE BANK N A/MO 751 - 2024-03-31 8,173 $667,000 -265
  100 Records found
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