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

Institutional Holders (2015Q2)
Portfolio Summary: 118 Institutional holders with a total value of $1,451,067,554.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 14,269,000 457,321,000 31.52%
2 Napier Park Global Capital (US) LP 2,826,468 90,588,000 6.24%
3 JANUS HENDERSON INVESTORS US LLC 2,372,023 76,023,000 5.24%
4 BlackRock Fund Advisors 2,233,064 71,570,000 4.93%
5 VANGUARD GROUP INC 2,170,316 69,559,000 4.79%
6 BAMCO INC /NY/ 1,781,213 57,088,000 3.93%
7 WELLS FARGO & COMPANY/MN 1,492,820 47,845,000 3.30%
8 NEXT CENTURY GROWTH INVESTORS LLC 1,318,719 42,264,000 2.91%
9 FRANKLIN RESOURCES INC 1,300,848 41,693,000 2.87%
10 WASATCH ADVISORS LP 1,198,980 38,427,000 2.65%
11 FEDERATED HERMES, INC. 1,152,500 36,938,000 2.55%
12 MORGAN STANLEY 1,125,466 36,071,000 2.49%
13 Stephens Investment Management Group LLC 1,074,097 34,425,000 2.37%
14 STATE STREET CORP 717,180 22,987,000 1.58%
15 LORD, ABBETT & CO. LLC 663,831 21,276,000 1.47%
16 ALLIANCEBERNSTEIN L.P. 656,320 21,035,000 1.45%
17 OppenheimerFunds, Inc. 554,770 17,780,000 1.23%
18 BlackRock Institutional Trust Company, N.A. 537,935 17,241,000 1.19%
19 Cortina Asset Management, LLC 422,092 13,528,000 0.93%
20 AMERIPRISE FINANCIAL INC 416,182 13,338,000 0.92%
21 BLACKROCK ADVISORS LLC 400,912 12,849,000 0.89%
22 JPMORGAN CHASE & CO 336,775 10,794,000 0.74%
23 CIBC Private Wealth Group LLC 331,914 10,638,000 0.73%
24 Bank of New York Mellon Corp 322,076 10,323,000 0.71%
25 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 298,008 9,551,000 0.66%
26 RUSSELL FRANK CO/ 262,189 8,403,000 0.58%
27 OBERWEIS ASSET MANAGEMENT INC/ 244,705 7,843,000 0.54%
28 BANK OF MONTREAL /CAN/ 231,911 7,433,000 0.51%
29 GEODE CAPITAL MANAGEMENT, LLC 224,718 7,202,000 0.50%
30 PRINCIPAL FINANCIAL GROUP INC 214,058 6,860,000 0.47%
31 CROSSLINK CAPITAL INC 200,088 6,413,000 0.44%
32 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 197,853 6,341,000 0.44%
33 RENAISSANCE TECHNOLOGIES LLC 180,700 5,791,000 0.40%
34 NORTHERN TRUST CORP 172,789 5,538,000 0.38%
35 GILDER GAGNON HOWE & CO LLC 170,861 5,476,000 0.38%
36 BlackRock Investment Management, LLC 159,096 5,099,000 0.35%
37 FMR LLC 150,000 4,808,000 0.33%
38 PRICE T ROWE ASSOCIATES INC /MD/ 143,090 4,586,000 0.32%
39 TIAA CREF INVESTMENT MANAGEMENT LLC 124,668 3,996,000 0.28%
40 DRIEHAUS CAPITAL MANAGEMENT LLC 123,421 3,956,000 0.27%
41 DEUTSCHE BANK AG\ 108,635 3,480,000 0.24%
42 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 107,467 3,445,000 0.24%
43 Aureus Asset Management, LLC 98,278 3,150,000 0.22%
44 Invesco Ltd. 91,296 2,926,000 0.20%
45 CITADEL ADVISORS LLC 88,401 2,833,000 0.20%
46 TURNER INVESTMENTS LLC 83,390 2,673,000 0.18%
47 Asset Management One Co., Ltd. 79,908 2,558,000 0.18%
48 PRUDENTIAL FINANCIAL INC 75,800 2,429,000 0.17%
49 PUTNAM INVESTMENTS LLC 73,892 2,368,000 0.16%
50 COMERICA BANK 68,526 2,196,000 0.15%
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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.