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

Institutional Holders (2016Q2)
Portfolio Summary: 157 Institutional holders with a total value of $1,619,418,905.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 11,969,151 356,441,000 22.01%
2 WELLS FARGO & COMPANY/MN 3,892,558 118,275,000 7.30%
3 VANGUARD GROUP INC 3,150,828 95,739,000 5.91%
4 JANUS HENDERSON INVESTORS US LLC 2,658,688 80,784,000 4.99%
5 BlackRock Fund Advisors 2,619,987 79,608,000 4.92%
6 WASATCH ADVISORS LP 2,165,355 65,794,000 4.06%
7 Invesco Ltd. 2,056,556 62,488,000 3.86%
8 NEXT CENTURY GROWTH INVESTORS LLC 1,580,515 48,023,000 2.97%
9 BAMCO INC /NY/ 1,397,607 42,466,000 2.62%
10 Stephens Investment Management Group LLC 1,379,902 41,928,000 2.59%
11 WADDELL & REED FINANCIAL INC 1,008,110 30,632,000 1.89%
12 OppenheimerFunds, Inc. 991,458 30,125,000 1.86%
13 BlackRock Institutional Trust Company, N.A. 935,359 28,421,000 1.76%
14 FEDERATED HERMES, INC. 909,100 27,623,000 1.71%
15 STATE STREET CORP 898,019 27,285,000 1.68%
16 FRANKLIN RESOURCES INC 884,330 26,870,000 1.66%
17 MORGAN STANLEY 880,290 26,747,000 1.65%
18 Napier Park Global Capital (US) LP 676,468 20,554,000 1.27%
19 KORNITZER CAPITAL MANAGEMENT INC /KS 661,480 20,099,000 1.24%
20 ALLIANCEBERNSTEIN L.P. 654,654 19,892,000 1.23%
21 NORTHERN TRUST CORP 592,289 17,997,000 1.11%
22 CLEARBRIDGE, LLC 495,184 15,046,000 0.93%
23 JPMORGAN CHASE & CO 492,614 14,968,000 0.92%
24 Bank of New York Mellon Corp 475,833 14,458,000 0.89%
25 LOOMIS SAYLES & CO L P 468,555 14,237,000 0.88%
26 BLACKROCK ADVISORS LLC 413,096 12,552,000 0.78%
27 CIBC Private Wealth Group LLC 405,965 12,335,000 0.76%
28 KING LUTHER CAPITAL MANAGEMENT CORP 376,130 11,429,000 0.71%
29 Granite Investment Partners, LLC 326,693 9,926,000 0.61%
30 NORGES BANK 320,528 9,739,000 0.60%
31 AMERIPRISE FINANCIAL INC 311,555 9,466,000 0.58%
32 CROSSLINK CAPITAL INC 293,338 8,913,000 0.55%
33 Nationwide Fund Advisors 282,351 8,579,000 0.53%
34 GEODE CAPITAL MANAGEMENT, LLC 271,816 8,259,000 0.51%
35 Cortina Asset Management, LLC 260,038 7,901,000 0.49%
36 PRINCIPAL FINANCIAL GROUP INC 258,038 7,840,000 0.48%
37 Hood River Capital Management LLC 254,750 7,741,000 0.48%
38 THORNBURG INVESTMENT MANAGEMENT INC 230,998 7,019,000 0.43%
39 MARSHALL WACE, LLP 219,223 6,661,000 0.41%
40 BlackRock Investment Management, LLC 199,787 6,071,000 0.37%
41 THRIVENT FINANCIAL FOR LUTHERANS 196,823 5,980,000 0.37%
42 OBERWEIS ASSET MANAGEMENT INC/ 175,375 5,329,000 0.33%
43 ROYCE & ASSOCIATES LP 172,000 5,226,000 0.32%
44 HighTower Advisors, LLC 170,068 5,167,000 0.32%
45 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 158,629 4,820,000 0.30%
46 AMERICAN CENTURY COMPANIES INC 158,334 4,811,000 0.30%
47 FMR LLC 154,547 4,696,000 0.29%
48 GILDER GAGNON HOWE & CO LLC 149,360 4,538,000 0.28%
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 138,321 4,203,000 0.26%
50 AGF INVESTMENTS INC. 128,928 3,916,000 0.24%
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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.