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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 544 - 2023-12-31 5,213,015 $345,623,000 -435,977
   MOTLEY FOOL ASSET MANAGEMENT LLC 1 - 2024-03-31 3,762,064 $307,097,000 3,640,748
   STATE STREET CORP 858 - 2023-12-31 2,956,410 $196,010,000 133,552
   MACKENZIE FINANCIAL CORP 104 - 2024-03-31 2,038,615 $166,412,000 231,208
   CLEARBRIDGE ADVISORS LLC 171 - 2023-12-31 2,357,572 $156,307,000 152,897
   BROWN ADVISORY HOLDINGS INC 92 - 2024-03-31 1,866,489 $152,361,000 52,086
   GEODE CAPITAL MANAGEMENT LLC 736 - 2023-12-31 1,892,924 $125,515,000 84,864
   J P MORGAN CHASE & CO 780 - 2024-03-31 1,536,458 $125,421,000 -555,490
   DIMENSIONAL FUND ADVISORS INC 822 - 2024-03-31 1,431,561 $116,858,000 21,821
   FRANKLIN RESOURCES INC 351 - 2023-12-31 1,480,655 $98,167,000 96,583
   Allspring Global Investments Holdings LLC 171 - 2024-03-31 1,112,932 $90,849,000 0
   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
   ARROWPOINT ASSET MANAGEMENT, LLC 38 - 2023-12-31 1,209,652 $80,200,000 -369,259
   STEPHENS INVESTMENT MANAGEMENT GROUP LLC 25 - 2023-12-31 1,186,491 $78,664,000 52,383
   GOLDMAN SACHS GROUP INC/ 780 - 2023-12-31 1,129,634 $74,895,000 223,428
   NORTHERN TRUST CORP 770 - 2023-12-31 1,101,200 $73,010,000 -19,574
   JANUS HENDERSON GROUP PLC 303 - 2023-12-31 1,088,267 $72,153,000 899
   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
   VAN BERKOM & ASSOCIATES INC. 35 - 2023-12-31 981,351 $65,064,000 -61,119
   GANNETT WELSH & KOTLER 50 - 2024-03-31 794,744 $64,875,000 -14,491
   MILLENNIUM MANAGEMENT LLC 420 - 2023-12-31 895,195 $59,351,000 -971,454
   LOOMIS SAYLES & CO L P 101 - 2023-12-31 880,654 $58,387,000 480,971
   BAMCO INC /NY/ 128 - 2023-12-31 800,000 $53,040,000 0
   MORGAN STANLEY 1669 - 2023-12-31 792,834 $52,565,000 91,818
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 75 *New 2024-03-31 605,710 $49,443,000 605,710
   SEI INVESTMENTS CO 312 - 2024-03-31 570,051 $46,533,000 12,958
   WELLINGTON MANAGEMENT CO LLP 742 - 2023-12-31 667,288 $44,241,000 -18,703
   NORGES BANK 968 *New 2023-12-31 655,835 $43,482,000 655,835
   INVESCO LTD 1084 - 2023-12-31 615,149 $40,784,000 131,106
   Aristotle Capital Boston LLC 23 - 2023-12-31 599,392 $39,740,000 -21,642
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 151 - 2023-12-31 581,342 $38,543,000 19,680
   PRUDENTIAL FINANCIAL INC 282 - 2023-12-31 573,143 $37,999,000 142,229
   NUVEEN ASSET MANAGEMENT, LLC 745 - 2023-12-31 572,495 $37,956,000 2,938
   DAVENPORT & CO LLC 118 - 2024-03-31 433,384 $35,377,000 -73,751
   AMERICAN CENTURY COMPANIES INC 654 - 2023-12-31 514,795 $34,131,000 -385,613
   Eversept Partners LLC 8 - 2023-12-31 494,919 $32,813,000 156,403
   BANK OF AMERICA CORP /DE/ 1448 - 2023-12-31 481,680 $31,935,000 -148,325
   Point72 Asset Management L.P. 282 - 2023-12-31 477,378 $31,650,000 -175,640
   PRINCIPAL FINANCIAL GROUP INC 685 - 2024-03-31 364,051 $29,717,000 13,385
   VICTORY CAPITAL MANAGEMENT INC 657 - 2024-03-31 359,689 $29,361,000 -54,043
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 535 - 2023-12-31 427,278 $28,329,000 -312,899
   Man Group plc 274 - 2023-12-31 418,986 $27,779,000 418,986
   AUREUS ASSET MANAGEMENT LLC 24 - 2023-12-31 416,571 $27,619,000 -1,352
   ASHFORD CAPITAL MANAGEMENT INC 5 - 2023-12-31 408,682 $27,096,000 4,403
   ROYAL BANK OF CANADA 1050 - 2023-12-31 352,461 $23,368,000 7,209
   MACQUARIE GROUP LTD 640 - 2023-12-31 344,505 $22,841,000 127,559
   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
   Ophir Asset Management Pty Ltd 14 - 2023-12-31 317,677 $21,062,000 -12,310
   SUMMIT CREEK ADVISORS LLC 11 - 2024-03-31 256,331 $20,924,000 1,541
   Ensign Peak Advisors Inc 309 - 2023-12-31 277,839 $18,421,000 -110,940
   EAGLE ASSET MANAGEMENT INC 208 - 2024-03-31 211,462 $17,262,000 -9,023
   DF DENT & CO INC 67 - 2023-12-31 253,250 $16,790,000 4,901
   CAMBIAR INVESTORS LLC 49 - 2024-03-31 191,664 $15,646,000 -8,396
   AMERIPRISE FINANCIAL INC 1427 - 2023-12-31 228,834 $15,172,000 10,268
   WAYNE HUMMER ASSET MANAGEMENT CO 150 - 2024-03-31 185,845 $15,171,000 -1,132
   FULLER & THALER ASSET MANAGEMENT, INC. 238 - 2023-12-31 227,255 $15,067,000 22,545
   GLENMEDE TRUST CO NA 271 - 2023-12-31 222,875 $14,777,000 -15,462
   Swiss National Bank 769 - 2024-03-31 169,300 $13,820,000 600
   CITADEL ADVISORS LLC 1026 - 2023-12-31 192,403 $12,756,000 84,441
   BARCLAYS PLC 920 - 2023-12-31 191,783 $12,715,000 136,643
   ALLIANCEBERNSTEIN L.P. 1050 - 2023-12-31 185,825 $12,320,000 816
   SCOUT INVESTMENT ADVISORS INC 118 - 2024-03-31 150,527 $12,288,000 -9,577
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 812 - 2024-03-31 147,147 $12,012,000 1,245
   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
   RAYMOND JAMES & ASSOCIATES 1100 - 2024-03-31 134,267 $10,960,000 -36,316
   AMERICAN INTERNATIONAL GROUP INC 366 - 2023-12-31 156,761 $10,393,000 -4,908
   PUTNAM INVESTMENTS LLC 306 - 2023-12-31 154,209 $10,224,000 -96,161
   JANE STREET GROUP LLC 969 - 2023-12-31 140,658 $9,326,000 108,209
   PEREGRINE CAPITAL MANAGEMENT LLC 96 - 2024-03-31 111,068 $9,066,000 -12,374
   Retirement Systems of Alabama 526 - 2024-03-31 107,744 $8,795,000 501
   LEGAL & GENERAL GROUP PLC 1205 - 2023-12-31 132,491 $8,784,000 1,590
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 692 - 2024-03-31 150,801 $8,673,000 13,224
   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
   FIRST TRUST ADVISORS LP 1084 - 2023-12-31 117,542 $7,793,000 28,228
   STATE OF WISCONSIN INVESTMENT BOARD 780 - 2023-12-31 112,157 $7,436,000 -2,653
   GM Advisory Group Inc. 35 - 2024-03-31 89,052 $7,269,000 -31,303
   HIGHTOWER ADVISORS, LLC 810 - 2024-03-31 88,703 $7,232,000 596
   WELLS FARGO & CO/MN 1780 - 2024-03-31 84,253 $6,878,000 1,853
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1085 - 2023-12-31 103,709 $6,876,000 -2,994
   CASTLEARK MANAGEMENT LLC 72 - 2023-12-31 102,770 $6,814,000 32,080
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 510 - 2023-12-31 102,196 $6,776,000 12,765
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 694 - 2024-03-31 82,851 $6,763,000 200
   MANUFACTURERES LIFE INSURANCE CO 1014 - 2023-12-31 101,306 $6,717,000 -3,230
   DFPG INVESTMENTS INC. 41 - 2023-12-31 96,102 $6,506,000 -1,060
   KORNITZER CAPITAL MANAGEMENT INC /KS 238 - 2024-03-31 75,326 $6,149,000 0
   TEXAS PERMANENT SCHOOL FUND 439 - 2024-03-31 75,092 $6,130,000 1,121
   Integrys Wealth Advisors LLC 18 - 2024-03-31 75,005 $6,123,000 -10,000
   MetLife Investment Advisors LLC 365 - 2023-12-31 90,928 $6,029,000 -671
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 823 - 2023-12-31 90,110 $5,974,000 -4,028
   DEUTSCHE BANK AG 1173 - 2023-12-31 88,588 $5,873,000 239
   ING INVESTMENT MANAGEMENT LLC 805 - 2023-12-31 88,536 $5,870,000 3,801
  100 Records found
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