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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  
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            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
   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
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 677 - 2024-03-31 1,060,666 $86,582,000 58,383
   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
   JANUS HENDERSON GROUP PLC 303 - 2023-12-31 1,088,267 $72,153,000 899
   LOOMIS SAYLES & CO L P 101 - 2023-12-31 880,654 $58,387,000 480,971
   MORGAN STANLEY 1669 - 2023-12-31 792,834 $52,565,000 91,818
   SEI INVESTMENTS CO 312 - 2024-03-31 570,051 $46,533,000 12,958
   INVESCO LTD 1084 - 2023-12-31 615,149 $40,784,000 131,106
   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
   Eversept Partners LLC 8 - 2023-12-31 494,919 $32,813,000 156,403
   PRINCIPAL FINANCIAL GROUP INC 685 - 2024-03-31 364,051 $29,717,000 13,385
   Man Group plc 274 - 2023-12-31 418,986 $27,779,000 418,986
   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
   SUMMIT CREEK ADVISORS LLC 11 - 2024-03-31 256,331 $20,924,000 1,541
   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
   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
   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
   CREDIT SUISSE/ 873 - 2024-03-31 134,661 $10,992,000 184
   JANE STREET GROUP LLC 969 - 2023-12-31 140,658 $9,326,000 108,209
   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
   FIRST TRUST ADVISORS LP 1084 - 2023-12-31 117,542 $7,793,000 28,228
   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
   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
   TEXAS PERMANENT SCHOOL FUND 439 - 2024-03-31 75,092 $6,130,000 1,121
   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
   AH LISANTI CAPITAL GROWTH LLC 34 - 2024-03-31 57,585 $4,701,000 57,585
   HSBC HOLDINGS PLC 950 - 2023-12-31 67,991 $4,490,000 67,991
   MADISON ASSET MANAGEMENT LLC 177 - 2024-03-31 53,859 $4,397,000 5,223
   M&T BANK CORP 472 - 2024-03-31 49,485 $4,039,000 2,311
   BNP PARIBAS ARBITRAGE SA 1080 - 2024-03-31 49,286 $4,023,000 6,536
   COMERICA BANK 816 - 2023-12-31 58,829 $3,900,000 339
   MCKINLEY CAPITAL MANAGEMENT INC /AK 78 - 2024-03-31 42,780 $3,492,000 8,320
   PRICE T ROWE ASSOCIATES INC /MD/ 1343 - 2023-12-31 48,019 $3,184,000 2,712
   RENAISSANCE GROUP LLC 141 - 2024-03-31 35,206 $2,874,000 7,374
   AQR CAPITAL MANAGEMENT LLC 1249 - 2023-12-31 37,018 $2,454,000 29,108
   TEACHER RETIREMENT SYSTEM OF TEXAS 591 - 2024-03-31 29,460 $2,405,000 4,152
   SUMMIT INVESTMENT ADVISORS INC 247 - 2023-12-31 34,900 $2,314,000 7,376
   CITIGROUP INC 1730 - 2024-03-31 26,301 $2,147,000 9,217
   Qube Research & Technologies Ltd 1290 - 2023-12-31 30,422 $2,017,000 28,964
   Louisiana State Employees Retirement System 490 - 2024-03-31 24,700 $2,016,000 700
   TWO SIGMA INVESTMENTS LLC 1582 - 2023-12-31 26,168 $1,735,000 6,068
   STATE TREASURER STATE OF MICHIGAN 697 - 2024-03-31 21,022 $1,716,000 500
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 997 - 2023-12-31 25,609 $1,698,000 25,609
   PROSHARE ADVISORS LLC 701 - 2024-03-31 19,477 $1,590,000 1,053
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1021 - 2024-03-31 26,663 $1,565,000 2,660
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 756 - 2024-03-31 18,980 $1,549,000 85
   CORNERCAP INVESTMENT COUNSEL INC 124 - 2024-03-31 17,347 $1,416,000 154
   CWM Advisors LLC 186 - 2024-03-31 15,597 $1,273,000 9,818
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 397 - 2023-12-31 19,050 $1,263,000 94
   GOTHAM ASSET MANAGEMENT, LLC 741 - 2023-12-31 18,274 $1,212,000 3,170
   ZBN.A. 192 - 2023-12-31 17,733 $1,176,000 991
   Goss Wealth Management LLC 884 - 2023-12-31 15,530 $1,078,000 4,024
   Pacer Advisors Inc. 880 - 2024-03-31 13,181 $1,076,000 320
   STRS OHIO 883 - 2023-12-31 16,100 $1,067,000 5,300
   ALPS ADVISERS INC 478 - 2023-12-31 15,352 $1,018,000 1,097
   US BANCORP 1140 - 2024-03-31 11,489 $938,000 521
   Edgestream Partners L.P. 547 - 2024-03-31 10,025 $818,000 2,299
   FIS GROUP INC. 748 - 2023-12-31 12,269 $813,000 147
   CAMPBELL & CO INVESTMENT ADVISER LLC 486 - 2024-03-31 9,886 $807,000 1,691
   TOWER RESEARCH CAPITAL LLC 1012 - 2023-12-31 12,115 $803,000 6,607
   Engineers Gate Manager LP 918 - 2023-12-31 12,036 $798,000 12,036
   ALASKA RETIREMENT MANAGEMENT BOARD 1187 - 2024-03-31 9,306 $759,000 55
   Cubist Systematic Strategies LLC 1265 - 2023-12-31 10,503 $696,000 10,503
   PETRUS TRUST COMPANY, LTA 131 - 2023-12-31 9,907 $657,000 1,839
   CREATIVE PLANNING 1517 - 2023-12-31 9,602 $637,000 2,744
   BANK OF MONTREAL /CAN/ 1900 - 2023-12-31 9,147 $613,000 796
   BTC Capital Management Inc. 162 - 2024-03-31 6,753 $551,000 1,831
   Legato Capital Management LLC 427 - 2024-03-31 6,535 $533,000 6,535
   State of Wyoming 124 - 2023-12-31 7,331 $486,000 2,481
   PROFUND ADVISORS LLC 697 - 2024-03-31 4,812 $393,000 188
   STEPHENS INC /AR/ 847 - 2023-12-31 5,734 $380,000 1,656
   PFS INVESTMENTS INC. 421 - 2023-06-30 5,950 $376,000 433

  100 Records found
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