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

Institutional Holders (2016Q1)
Portfolio Summary: 144 Institutional holders with a total value of $1,290,318,800.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 11,969,151 295,278,000 22.88%
2 WELLS FARGO & COMPANY/MN 4,184,665 103,235,000 8.00%
3 JANUS HENDERSON INVESTORS US LLC 2,621,644 64,676,000 5.01%
4 VANGUARD GROUP INC 2,493,979 61,526,000 4.77%
5 BlackRock Fund Advisors 2,405,032 59,332,000 4.60%
6 WASATCH ADVISORS LP 2,121,171 51,757,000 4.01%
7 Napier Park Global Capital (US) LP 1,676,468 41,358,000 3.21%
8 BAMCO INC /NY/ 1,659,231 40,933,000 3.17%
9 Invesco Ltd. 1,502,250 37,061,000 2.87%
10 Stephens Investment Management Group LLC 1,413,198 34,864,000 2.70%
11 NEXT CENTURY GROWTH INVESTORS LLC 1,397,408 34,474,000 2.67%
12 MORGAN STANLEY 1,054,230 26,007,000 2.02%
13 OppenheimerFunds, Inc. 935,398 23,076,000 1.79%
14 FEDERATED HERMES, INC. 909,100 22,427,000 1.74%
15 BlackRock Institutional Trust Company, N.A. 894,847 22,076,000 1.71%
16 ALLIANCEBERNSTEIN L.P. 894,610 22,070,000 1.71%
17 STATE STREET CORP 867,094 21,387,000 1.66%
18 FRANKLIN RESOURCES INC 769,632 18,987,000 1.47%
19 KORNITZER CAPITAL MANAGEMENT INC /KS 722,445 17,823,000 1.38%
20 WADDELL & REED FINANCIAL INC 633,581 15,630,000 1.21%
21 CROSSLINK CAPITAL INC 534,278 13,181,000 1.02%
22 JPMORGAN CHASE & CO 490,214 12,094,000 0.94%
23 CLEARBRIDGE, LLC 468,474 11,557,000 0.90%
24 CIBC Private Wealth Group LLC 467,694 11,538,000 0.89%
25 MILLENNIUM MANAGEMENT LLC 445,554 10,992,000 0.85%
26 NORTHERN TRUST CORP 435,123 10,735,000 0.83%
27 Bank of New York Mellon Corp 425,005 10,485,000 0.81%
28 NORGES BANK 409,951 10,113,000 0.78%
29 BLACKROCK ADVISORS LLC 399,249 9,849,000 0.76%
30 AMERIPRISE FINANCIAL INC 340,421 8,399,000 0.65%
31 KING LUTHER CAPITAL MANAGEMENT CORP 310,620 7,663,000 0.59%
32 Cortina Asset Management, LLC 290,473 7,166,000 0.56%
33 Nationwide Fund Advisors 262,861 6,485,000 0.50%
34 GEODE CAPITAL MANAGEMENT, LLC 257,109 6,342,000 0.49%
35 PRINCIPAL FINANCIAL GROUP INC 249,865 6,164,000 0.48%
36 THORNBURG INVESTMENT MANAGEMENT INC 244,434 6,030,000 0.47%
37 THRIVENT FINANCIAL FOR LUTHERANS 195,423 4,821,000 0.37%
38 FMR LLC 182,690 4,507,000 0.35%
39 HighTower Advisors, LLC 170,068 4,195,000 0.33%
40 BlackRock Investment Management, LLC 165,223 4,076,000 0.32%
41 AMERICAN CENTURY COMPANIES INC 158,433 3,909,000 0.30%
42 OBERWEIS ASSET MANAGEMENT INC/ 158,075 3,900,000 0.30%
43 GILDER GAGNON HOWE & CO LLC 151,283 3,732,000 0.29%
44 WELLINGTON MANAGEMENT GROUP LLP 150,106 3,703,000 0.29%
45 PRICE T ROWE ASSOCIATES INC /MD/ 146,010 3,602,000 0.28%
46 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 143,629 3,543,000 0.27%
47 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 130,988 3,231,000 0.25%
48 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 124,823 3,080,000 0.24%
49 BANK OF MONTREAL /CAN/ 118,853 2,932,000 0.23%
50 TIAA CREF INVESTMENT MANAGEMENT LLC 116,146 2,865,000 0.22%
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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.