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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. 760 - 2023-12-31 10,591,921 $702,244,000 560,485
   WASATCH ADVISORS INC 2 - 2024-03-31 7,409,080 $604,803,000 569,249
   VANGUARD GROUP INC 893 - 2023-12-31 8,619,499 $571,473,000 104,084
   FMR LLC 544 - 2023-12-31 5,213,015 $345,623,000 -435,977
   STATE STREET CORP 858 - 2023-12-31 2,956,410 $196,010,000 133,552
   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
   J P MORGAN CHASE & CO 691 - 2023-12-31 2,091,948 $138,696,000 -239,157
   GEODE CAPITAL MANAGEMENT LLC 736 - 2023-12-31 1,892,924 $125,515,000 84,864
   MACKENZIE FINANCIAL CORP 125 - 2023-12-31 1,807,407 $119,831,000 664,979
   WILLIAM BLAIR INVESTMENT MANAGEMENT LLC 97 - 2023-12-31 1,782,911 $118,207,000 -862,333
   FRANKLIN RESOURCES INC 351 - 2023-12-31 1,480,655 $98,167,000 96,583
   DIMENSIONAL FUND ADVISORS INC 964 - 2023-12-31 1,409,740 $93,466,000 108,108
   Allspring Global Investments Holdings LLC 170 - 2024-03-31 1,112,932 $90,849,000 -95,694
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 789 - 2023-12-31 1,002,283 $66,451,000 21,766
   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
   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
   GENEVA CAPITAL MANAGEMENT LTD/WI 32 - 2023-12-31 870,735 $57,730,000 -5,613
   GANNETT WELSH & KOTLER 71 - 2023-12-31 809,235 $53,653,000 -44,963
   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
   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
   SEI INVESTMENTS CO 344 - 2023-12-31 557,093 $36,936,000 -94,083
   AMERICAN CENTURY COMPANIES INC 654 - 2023-12-31 514,795 $34,131,000 -385,613
   DAVENPORT & CO LLC - 2023-12-31 507,135 $33,636,000 120,987
   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
   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
   VICTORY CAPITAL MANAGEMENT INC 643 - 2023-12-31 413,732 $27,430,000 168,819
   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
   PRINCIPAL FINANCIAL GROUP INC 787 - 2023-12-31 350,666 $23,249,000 9,926
   MACQUARIE GROUP LTD 640 - 2023-12-31 344,505 $22,841,000 127,559
   Ophir Asset Management Pty Ltd 14 - 2023-12-31 317,677 $21,062,000 -12,310
   TIMESSQUARE CAPITAL MANAGEMENT LLC 115 - 2023-12-31 304,078 $20,160,000 -232,000
   Ensign Peak Advisors Inc 309 - 2023-12-31 277,839 $18,421,000 -110,940
   RHUMBLINE ADVISERS 736 - 2023-12-31 271,226 $17,982,000 -3,311
   SUMMIT CREEK ADVISORS LLC 19 - 2023-12-31 254,790 $16,893,000 -21,723
   DF DENT & CO INC 67 - 2023-12-31 253,250 $16,790,000 4,901
   AMERIPRISE FINANCIAL INC 1427 - 2023-12-31 228,834 $15,172,000 10,268
   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
   EAGLE ASSET MANAGEMENT INC 219 - 2023-12-31 220,485 $14,618,000 7,187
   CAMBIAR INVESTORS LLC - 2023-12-31 200,060 $13,264,000 2,391
   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
   WAYNE HUMMER ASSET MANAGEMENT CO 173 - 2023-12-31 186,977 $12,397,000 113,047
   ALLIANCEBERNSTEIN L.P. 1050 - 2023-12-31 185,825 $12,320,000 816
   NATIXIS ASSET MANAGEMENT ADVISORS LP 564 - 2024-03-31 140,614 $11,479,000 123,402
   Swiss National Bank 834 - 2023-12-31 168,700 $11,185,000 -19,200
   RAYMOND JAMES & ASSOCIATES 1100 - 2024-03-31 134,267 $10,960,000 -36,316
   SCOUT INVESTMENT ADVISORS INC 119 - 2023-12-31 160,104 $10,615,000 -7,244
   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
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 873 - 2023-12-31 145,902 $9,673,000 -4,446
   JANE STREET GROUP LLC 969 - 2023-12-31 140,658 $9,326,000 108,209
   Motley Fool Wealth Management LLC 66 - 2023-12-31 139,580 $9,262,000 -1,655
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 137,577 $9,121,000 -3,361
   PEREGRINE CAPITAL MANAGEMENT LLC 96 - 2024-03-31 111,068 $9,066,000 -12,374
   CREDIT SUISSE/ 974 - 2023-12-31 134,477 $8,916,000 -156,404
   LEGAL & GENERAL GROUP PLC 1205 - 2023-12-31 132,491 $8,784,000 1,590
   MOTLEY FOOL ASSET MANAGEMENT LLC 48 - 2023-12-31 121,316 $8,043,000 963
   GM Advisory Group Inc. 30 - 2023-12-31 120,355 $7,980,000 90,329
   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
   Retirement Systems of Alabama 589 - 2023-12-31 107,243 $7,110,000 522
   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
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2023-12-31 102,200 $6,776,000 3,905
   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
   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
   HIGHTOWER ADVISORS, LLC 889 - 2023-12-31 88,107 $5,844,000 1,167
   TAYLOR INVESTMENT COUNSELORS LLC 33 - 2023-12-31 86,615 $5,743,000 -1,033
   WELLS FARGO & CO/MN 1873 - 2023-12-31 82,400 $5,463,000 1,145
   UMA Financial Services Inc. 23 - 2024-03-31 67,853 $5,447,000 -21
   ENVESTNET ASSET MANAGEMENT INC 1852 - 2023-12-31 80,441 $5,333,000 -4,176
  100 Records found
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