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

Institutional Holders (2015Q3)
Portfolio Summary: 136 Institutional holders with a total value of $1,404,610,892.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 11,969,151 353,688,000 25.18%
2 MORGAN STANLEY 2,617,552 77,349,000 5.51%
3 WELLS FARGO & COMPANY/MN 2,486,943 73,490,000 5.23%
4 VANGUARD GROUP INC 2,383,307 70,427,000 5.01%
5 JANUS HENDERSON INVESTORS US LLC 2,359,908 69,735,000 4.96%
6 BlackRock Fund Advisors 2,298,699 67,927,000 4.84%
7 BAMCO INC /NY/ 1,700,242 50,242,000 3.58%
8 Napier Park Global Capital (US) LP 1,676,468 49,540,000 3.53%
9 LORD, ABBETT & CO. LLC 1,411,179 41,700,000 2.97%
10 NEXT CENTURY GROWTH INVESTORS LLC 1,367,692 40,415,000 2.88%
11 Invesco Ltd. 1,349,697 39,884,000 2.84%
12 WASATCH ADVISORS LP 1,168,405 34,526,000 2.46%
13 FEDERATED HERMES, INC. 1,159,507 34,263,000 2.44%
14 FRANKLIN RESOURCES INC 1,019,460 30,125,000 2.14%
15 BlackRock Institutional Trust Company, N.A. 817,894 24,169,000 1.72%
16 Stephens Investment Management Group LLC 794,512 23,478,000 1.67%
17 STATE STREET CORP 761,945 22,517,000 1.60%
18 ALLIANCEBERNSTEIN L.P. 668,416 19,752,000 1.41%
19 OppenheimerFunds, Inc. 639,310 18,892,000 1.34%
20 BLACKROCK ADVISORS LLC 410,628 12,134,000 0.86%
21 NORTHERN TRUST CORP 407,564 12,045,000 0.86%
22 Bank of New York Mellon Corp 401,097 11,853,000 0.84%
23 AMERIPRISE FINANCIAL INC 378,150 11,175,000 0.80%
24 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 362,429 10,710,000 0.76%
25 FMR LLC 350,400 10,354,000 0.74%
26 JPMORGAN CHASE & CO 347,675 10,273,000 0.73%
27 CIBC Private Wealth Group LLC 336,079 9,931,000 0.71%
28 HighTower Advisors, LLC 290,068 8,572,000 0.61%
29 Cortina Asset Management, LLC 282,438 8,346,000 0.59%
30 MARSHALL WACE, LLP 277,898 8,212,000 0.58%
31 GEODE CAPITAL MANAGEMENT, LLC 227,810 6,731,000 0.48%
32 BANK OF MONTREAL /CAN/ 223,238 6,597,000 0.47%
33 PRINCIPAL FINANCIAL GROUP INC 217,856 6,438,000 0.46%
34 ARROWGRASS CAPITAL PARTNERS (US) LP 207,744 6,139,000 0.44%
35 GILDER GAGNON HOWE & CO LLC 203,624 6,017,000 0.43%
36 RUSSELL FRANK CO/ 189,235 5,591,000 0.40%
37 CROSSLINK CAPITAL INC 187,643 5,545,000 0.39%
38 OBERWEIS ASSET MANAGEMENT INC/ 163,465 4,830,000 0.34%
39 BlackRock Investment Management, LLC 158,883 4,695,000 0.33%
40 PRICE T ROWE ASSOCIATES INC /MD/ 146,690 4,335,000 0.31%
41 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 133,053 3,932,000 0.28%
42 DRIEHAUS CAPITAL MANAGEMENT LLC 131,352 3,881,000 0.28%
43 Nationwide Fund Advisors 127,723 3,774,000 0.27%
44 TIAA CREF INVESTMENT MANAGEMENT LLC 121,645 3,595,000 0.26%
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 114,314 3,378,000 0.24%
46 CITADEL ADVISORS LLC 98,851 2,921,000 0.21%
47 ARBOR CAPITAL MANAGEMENT LLC 98,320 2,905,000 0.21%
48 NORGES BANK 94,857 2,803,000 0.20%
49 Aureus Asset Management, LLC 91,340 2,699,000 0.19%
50 RENAISSANCE TECHNOLOGIES LLC 89,900 2,657,000 0.19%
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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.