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

Institutional Holders (2016Q3)
Portfolio Summary: 174 Institutional holders with a total value of $2,064,747,638.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 11,969,000 453,027,000 21.94%
2 VANGUARD GROUP INC 3,430,778 129,855,000 6.29%
3 BlackRock Fund Advisors 3,123,191 118,213,000 5.73%
4 WELLS FARGO & COMPANY/MN 2,845,858 107,715,000 5.22%
5 JANUS HENDERSON INVESTORS US LLC 2,679,186 101,407,000 4.91%
6 WASATCH ADVISORS LP 2,238,162 84,714,000 4.10%
7 Invesco Ltd. 2,117,847 80,161,000 3.88%
8 NEXT CENTURY GROWTH INVESTORS LLC 1,499,219 56,745,000 2.75%
9 BAMCO INC /NY/ 1,396,507 52,858,000 2.56%
10 Stephens Investment Management Group LLC 1,255,402 47,517,000 2.30%
11 BlackRock Institutional Trust Company, N.A. 1,041,594 39,424,000 1.91%
12 WADDELL & REED FINANCIAL INC 1,021,397 38,660,000 1.87%
13 STATE STREET CORP 907,717 34,355,000 1.66%
14 MORGAN STANLEY 863,727 32,692,000 1.58%
15 OppenheimerFunds, Inc. 816,960 30,922,000 1.50%
16 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 763,744 28,908,000 1.40%
17 FRANKLIN RESOURCES INC 712,074 26,952,000 1.31%
18 NORTHERN TRUST CORP 680,635 25,762,000 1.25%
19 Napier Park Global Capital (US) LP 676,468 25,604,000 1.24%
20 JPMORGAN CHASE & CO 675,549 25,570,000 1.24%
21 ALLIANCEBERNSTEIN L.P. 647,878 24,522,000 1.19%
22 LOOMIS SAYLES & CO L P 567,892 21,495,000 1.04%
23 FMR LLC 567,770 21,490,000 1.04%
24 Bank of New York Mellon Corp 530,160 20,066,000 0.97%
25 KORNITZER CAPITAL MANAGEMENT INC /KS 518,615 19,630,000 0.95%
26 CLEARBRIDGE, LLC 493,904 18,694,000 0.91%
27 VICTORY CAPITAL MANAGEMENT INC 489,201 18,517,000 0.90%
28 BLACKROCK ADVISORS LLC 413,903 15,666,000 0.76%
29 Artisan Partners Limited Partnership 343,471 13,000,000 0.63%
30 CIBC Private Wealth Group LLC 336,045 12,719,000 0.62%
31 GOLDMAN SACHS GROUP INC 333,789 12,633,000 0.61%
32 AMERIPRISE FINANCIAL INC 329,819 12,484,000 0.60%
33 Granite Investment Partners, LLC 326,566 12,361,000 0.60%
34 PRINCIPAL FINANCIAL GROUP INC 320,637 12,137,000 0.59%
35 NORGES BANK 320,528 11,587,000 0.56%
36 GEODE CAPITAL MANAGEMENT, LLC 302,046 11,432,000 0.55%
37 KING LUTHER CAPITAL MANAGEMENT CORP 283,670 10,737,000 0.52%
38 AMERICAN CENTURY COMPANIES INC 259,629 9,827,000 0.48%
39 Nationwide Fund Advisors 253,591 9,598,000 0.46%
40 Cortina Asset Management, LLC 252,804 9,569,000 0.46%
41 TIVERTON ASSET MANAGEMENT LLC 233,800 8,850,000 0.43%
42 THORNBURG INVESTMENT MANAGEMENT INC 230,998 8,743,000 0.42%
43 DIMENSIONAL FUND ADVISORS LP 229,556 8,689,000 0.42%
44 BlackRock Investment Management, LLC 204,527 7,741,000 0.37%
45 ROYCE & ASSOCIATES LP 202,000 7,646,000 0.37%
46 HighTower Advisors, LLC 170,799 6,465,000 0.31%
47 OBERWEIS ASSET MANAGEMENT INC/ 158,675 6,006,000 0.29%
48 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 158,629 6,004,000 0.29%
49 ADAGE CAPITAL PARTNERS GP, L.L.C. 158,411 5,996,000 0.29%
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 156,445 5,922,000 0.29%
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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.