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HEALTHEQUITY INC COM
HEALTHEQUITY INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 89 Institutional holders with a total value of $928,355,532.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 15,394,151 384,700,000 41.44%
2 Napier Park Global Capital (US) LP 4,031,468 100,746,000 10.85%
3 BAMCO INC /NY/ 1,781,184 44,512,000 4.79%
4 VANGUARD GROUP INC 1,351,649 33,778,000 3.64%
5 Stephens Investment Management Group LLC 1,213,686 30,330,000 3.27%
6 WASATCH ADVISORS LP 1,213,541 30,326,000 3.27%
7 WELLS FARGO & COMPANY/MN 1,196,352 29,897,000 3.22%
8 MORGAN STANLEY 1,174,219 29,343,000 3.16%
9 FRANKLIN RESOURCES INC 1,139,851 28,485,000 3.07%
10 JANUS HENDERSON INVESTORS US LLC 1,066,159 26,643,000 2.87%
11 CIBC Private Wealth Group LLC 823,885 20,589,000 2.22%
12 FEDERATED HERMES, INC. 529,900 13,242,000 1.43%
13 Cortina Asset Management, LLC 433,962 10,845,000 1.17%
14 OppenheimerFunds, Inc. 414,180 10,350,000 1.11%
15 LORD, ABBETT & CO. LLC 354,132 8,850,000 0.95%
16 CROSSLINK CAPITAL INC 341,963 8,546,000 0.92%
17 JPMORGAN CHASE & CO 336,775 8,415,000 0.91%
18 AMERIPRISE FINANCIAL INC 327,029 8,171,000 0.88%
19 BlackRock Fund Advisors 261,118 6,525,000 0.70%
20 OBERWEIS ASSET MANAGEMENT INC/ 251,565 6,287,000 0.68%
21 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 247,150 6,176,000 0.67%
22 NEXT CENTURY GROWTH INVESTORS LLC 234,458 5,859,000 0.63%
23 MILLENNIUM MANAGEMENT LLC 204,335 5,106,000 0.55%
24 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 197,853 4,944,000 0.53%
25 GILDER GAGNON HOWE & CO LLC 174,668 4,365,000 0.47%
26 STATE STREET CORP 145,754 3,634,000 0.39%
27 PRICE T ROWE ASSOCIATES INC /MD/ 143,190 3,578,000 0.39%
28 BlackRock Institutional Trust Company, N.A. 125,242 3,130,000 0.34%
29 NORTHERN TRUST CORP 115,970 2,898,000 0.31%
30 CITADEL ADVISORS LLC 108,707 2,717,000 0.29%
31 RUSSELL FRANK CO/ 99,315 2,482,000 0.27%
32 BLACKROCK ADVISORS LLC 96,906 2,422,000 0.26%
33 PUTNAM INVESTMENTS LLC 95,423 2,385,000 0.26%
34 RENAISSANCE TECHNOLOGIES LLC 88,800 2,219,000 0.24%
35 Aureus Asset Management, LLC 88,661 2,216,000 0.24%
36 DENVER INVESTMENT ADVISORS LLC 83,840 2,095,000 0.23%
37 GEODE CAPITAL MANAGEMENT, LLC 77,545 1,937,000 0.21%
38 Frontier Wealth Management LLC 72,240 1,805,000 0.19%
39 TURNER INVESTMENTS LLC 68,580 1,714,000 0.18%
40 BARDIN HILL MANAGEMENT PARTNERS LP 65,000 1,624,000 0.17%
41 Asset Management One Co., Ltd. 60,438 1,508,000 0.16%
42 Bank of New York Mellon Corp 56,096 1,402,000 0.15%
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,700 1,242,000 0.13%
44 DEUTSCHE BANK AG\ 45,398 1,133,000 0.12%
45 Nationwide Fund Advisors 42,998 1,075,000 0.12%
46 EAGLE CAPITAL MANAGEMENT LLC 40,000 1,000,000 0.11%
47 BlackRock Investment Management, LLC 37,528 938,000 0.10%
48 FRED ALGER MANAGEMENT, LLC 36,300 907,000 0.10%
49 GOLDMAN SACHS GROUP INC 34,050 851,000 0.09%
50 Weiss Multi-Strategy Advisers LLC 32,500 812,000 0.09%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.