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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 544 - 2023-12-31 5,213,015 $345,623,000 -435,977
   J P MORGAN CHASE & CO 780 - 2024-03-31 1,536,458 $125,421,000 -555,490
   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
   NORTHERN TRUST CORP 770 - 2023-12-31 1,101,200 $73,010,000 -19,574
   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
   WELLINGTON MANAGEMENT CO LLP 742 - 2023-12-31 667,288 $44,241,000 -18,703
   Aristotle Capital Boston LLC 23 - 2023-12-31 599,392 $39,740,000 -21,642
   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
   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
   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
   AUREUS ASSET MANAGEMENT LLC 24 - 2023-12-31 416,571 $27,619,000 -1,352
   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
   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
   CAMBIAR INVESTORS LLC 49 - 2024-03-31 191,664 $15,646,000 -8,396
   WAYNE HUMMER ASSET MANAGEMENT CO 150 - 2024-03-31 185,845 $15,171,000 -1,132
   GLENMEDE TRUST CO NA 271 - 2023-12-31 222,875 $14,777,000 -15,462
   SCOUT INVESTMENT ADVISORS INC 118 - 2024-03-31 150,527 $12,288,000 -9,577
   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
   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
   PEREGRINE CAPITAL MANAGEMENT LLC 96 - 2024-03-31 111,068 $9,066,000 -12,374
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 252 - 2024-03-31 96,715 $7,895,000 -5,485
   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
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1085 - 2023-12-31 103,709 $6,876,000 -2,994
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 1852 - 2023-12-31 80,441 $5,333,000 -4,176
   Thematics Asset Management 117 - 2023-12-31 74,385 $4,932,000 -6,217
   ALGER FRED MANAGEMENT INC 258 - 2023-12-31 66,888 $4,435,000 -117,313
   GRADIENT INVESTMENTS LLC 145 - 2024-03-31 53,631 $4,378,000 -3,756
   GREAT WEST LIFE ASSURANCE CO /CAN/ 842 - 2023-12-31 64,322 $4,254,000 -163
   B. Metzler seel. Sohn & Co. AG 205 - 2023-12-31 62,374 $4,135,000 -2,594
   OPPENHEIMER ASSET MANAGEMENT INC 321 - 2024-03-31 49,641 $4,052,000 -8,394
   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
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 443 - 2023-12-31 51,281 $3,400,000 -1,400
   YOUSIF CAPITAL MANAGEMENT LLC 534 - 2024-03-31 39,799 $3,249,000 -745
   NEUBERGER BERMAN GROUP LLC 1009 - 2023-12-31 46,912 $3,110,000 -4,217
   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
   AGF MANAGEMENT LTD 429 - 2023-12-31 42,021 $2,786,000 -2,745
   State of Tennessee Treasury Department 741 - 2023-12-31 41,200 $2,732,000 -8,800
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 432 - 2024-03-31 33,224 $2,712,000 -365
   Beck Bode LLC 54 - 2023-12-31 39,598 $2,625,000 -1,864
   Amussen Hunsaker & Associates LLC 21 - 2023-12-31 39,460 $2,616,000 -3,359
   Vontobel Holding Ltd. 416 - 2024-03-31 28,935 $2,362,000 -44,629
   Advantage Alpha Capital Partners LP 82 - 2023-12-31 35,524 $2,355,000 -60,777
   Susquehanna Portfolio Strategies LLC 333 - 2024-03-31 24,999 $2,041,000 -12,821
   UBS Group AG 2853 - 2023-12-31 29,514 $1,957,000 -81,337
   ARIZONA STATE RETIREMENT SYSTEM 738 - 2024-03-31 23,580 $1,925,000 -357
   ADVISORY RESEARCH INC 97 - 2023-12-31 26,285 $1,743,000 -35,324
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 512 - 2024-03-31 21,218 $1,732,000 -2,956
   REDWOOD INVESTMENTS LLC 88 - 2023-12-31 24,926 $1,653,000 -144,510
   TOWNSQUARE CAPITAL LLC 459 - 2023-12-31 24,914 $1,652,000 -3,044
   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
   AMICA MUTUAL INSURANCE CO 99 - 2023-12-31 21,728 $1,441,000 -6,823
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 880 - 2024-03-31 17,481 $1,427,000 -1,445
   THRIVENT FINANCIAL FOR LUTHERANS 1554 - 2023-12-31 21,391 $1,418,000 -10
   ZACKS INVESTMENT MANAGEMENT 348 - 2023-12-31 19,572 $1,298,000 -1,902
   SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 92 - 2024-03-31 15,716 $1,283,000 -15
   STIFEL FINANCIAL CORP 1989 - 2023-12-31 18,941 $1,256,000 -2,696
   HPM Partners LLC - 2023-12-31 15,362 $1,019,000 -394
   MARINER WEALTH ADVISORS, LLC 1466 - 2023-12-31 14,292 $948,000 -691
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2703 - 2024-03-31 10,902 $890,000 -23,892
   FEDERATED INVESTORS INC /PA/ 1195 - 2023-12-31 12,335 $818,000 -1,130
   CAPTRUST FINANCIAL ADVISORS 1426 - 2023-12-31 11,743 $779,000 -513
   Crossmark Global Holdings Inc. 693 - 2023-12-31 11,233 $745,000 -3,633
   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
   Shay Capital LLC 71 - 2023-12-31 10,000 $663,000 -16,250
   Pictet Asset Management Holding SA 1144 - 2023-12-31 9,692 $643,000 -86
   SHEETS SMITH & ASSOCIATES INC 209 - 2024-03-31 7,766 $634,000 -155
   EXCHANGE TRADED CONCEPTS LLC 594 - 2024-03-31 7,767 $634,000 -1,180
   JustInvest LLC 937 - 2024-03-31 7,104 $580,000 -1,794
   ADVANTUS CAPITAL MANAGEMENT INC 653 - 2024-03-31 7,039 $575,000 -100
   PICTET ASSET MANAGEMENT SA 1182 - 2023-06-30 9,000 $568,000 -1,650
   BLAIR WILLIAM & CO/IL 1068 - 2024-03-31 6,566 $536,000 -3,292
   NorthCrest Asset Manangement LLC 379 - 2024-03-31 6,400 $522,000 -400
  100 Records found
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