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

Institutional Holders (2016Q4)
Portfolio Summary: 210 Institutional holders with a total value of $2,199,667,927.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 9,763,267 395,608,000 17.98%
2 VANGUARD GROUP INC 3,875,101 157,019,000 7.14%
3 BlackRock Fund Advisors 3,501,628 141,886,000 6.45%
4 WASATCH ADVISORS LP 2,416,468 97,915,000 4.45%
5 Invesco Ltd. 2,341,617 94,881,000 4.31%
6 JANUS HENDERSON INVESTORS US LLC 2,210,674 89,577,000 4.07%
7 WELLS FARGO & COMPANY/MN 1,501,058 60,822,000 2.77%
8 MORGAN STANLEY 1,319,600 53,470,000 2.43%
9 BAMCO INC /NY/ 1,313,864 53,238,000 2.42%
10 FMR LLC 1,248,441 50,587,000 2.30%
11 NEXT CENTURY GROWTH INVESTORS LLC 1,217,004 49,313,000 2.24%
12 Stephens Investment Management Group LLC 1,165,594 47,230,000 2.15%
13 BlackRock Institutional Trust Company, N.A. 1,107,408 44,872,000 2.04%
14 WADDELL & REED FINANCIAL INC 976,020 39,548,000 1.80%
15 STATE STREET CORP 973,850 39,457,000 1.79%
16 JPMORGAN CHASE & CO 967,244 39,192,000 1.78%
17 LOOMIS SAYLES & CO L P 796,751 32,284,000 1.47%
18 LORD, ABBETT & CO. LLC 738,933 29,942,000 1.36%
19 VICTORY CAPITAL MANAGEMENT INC 710,199 28,777,000 1.31%
20 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 699,038 28,325,000 1.29%
21 FRANKLIN RESOURCES INC 644,546 26,117,000 1.19%
22 OppenheimerFunds, Inc. 602,311 24,406,000 1.11%
23 ALLIANCEBERNSTEIN L.P. 579,284 23,473,000 1.07%
24 NORTHERN TRUST CORP 577,652 23,407,000 1.06%
25 Bank of New York Mellon Corp 551,900 22,364,000 1.02%
26 AMERIPRISE FINANCIAL INC 467,057 18,925,000 0.86%
27 CLEARBRIDGE, LLC 458,434 18,576,000 0.84%
28 Cortina Asset Management, LLC 445,193 18,039,000 0.82%
29 Artisan Partners Limited Partnership 406,121 16,456,000 0.75%
30 NORGES BANK 350,528 14,203,000 0.65%
31 PointState Capital LP 350,000 14,182,000 0.64%
32 GEODE CAPITAL MANAGEMENT, LLC 340,214 13,785,000 0.63%
33 CIBC Private Wealth Group LLC 335,475 13,593,000 0.62%
34 PRINCIPAL FINANCIAL GROUP INC 325,057 13,171,000 0.60%
35 KORNITZER CAPITAL MANAGEMENT INC /KS 316,880 12,840,000 0.58%
36 Granite Investment Partners, LLC 315,844 12,798,000 0.58%
37 DIMENSIONAL FUND ADVISORS LP 272,959 11,061,000 0.50%
38 MILLENNIUM MANAGEMENT LLC 265,702 10,766,000 0.49%
39 BLACKROCK ADVISORS LLC 263,816 10,690,000 0.49%
40 BALYASNY ASSET MANAGEMENT L.P. 259,868 10,530,000 0.48%
41 TIVERTON ASSET MANAGEMENT LLC 233,800 9,474,000 0.43%
42 BlackRock Investment Management, LLC 233,595 9,465,000 0.43%
43 AMERICAN CENTURY COMPANIES INC 233,259 9,452,000 0.43%
44 DEUTSCHE BANK AG\ 210,376 8,522,000 0.39%
45 PICTON MAHONEY ASSET MANAGEMENT 197,558 8,005,000 0.36% SH
46 GOLDMAN SACHS GROUP INC 181,875 7,369,000 0.34%
47 Aureus Asset Management, LLC 171,863 6,964,000 0.32%
48 NEW YORK STATE COMMON RETIREMENT FUND 171,561 6,952,000 0.32%
49 HighTower Advisors, LLC 170,794 6,921,000 0.31%
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 165,060 6,689,000 0.30%
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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.