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

Institutional Holders (2017Q1)
Portfolio Summary: 226 Institutional holders with a total value of $2,341,762,689.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 8,763,267 372,001,000 15.89%
2 BlackRock Finance, Inc. 5,589,953 237,293,000 10.13%
3 VANGUARD GROUP INC 4,115,237 174,691,000 7.46%
4 Invesco Ltd. 2,389,896 101,451,000 4.33%
5 WASATCH ADVISORS LP 2,389,295 101,426,000 4.33%
6 JANUS HENDERSON INVESTORS US LLC 1,959,999 83,202,000 3.55%
7 FMR LLC 1,535,422 65,179,000 2.78%
8 WELLS FARGO & COMPANY/MN 1,364,805 57,935,000 2.47%
9 BAMCO INC /NY/ 1,314,771 55,812,000 2.38%
10 Stephens Investment Management Group LLC 1,218,220 51,713,000 2.21%
11 STATE STREET CORP 1,057,823 44,901,000 1.92%
12 WADDELL & REED FINANCIAL INC 997,950 42,363,000 1.81%
13 MORGAN STANLEY 919,008 39,013,000 1.67%
14 JPMORGAN CHASE & CO 874,063 37,104,000 1.58%
15 LOOMIS SAYLES & CO L P 832,846 35,354,000 1.51%
16 Bank of New York Mellon Corp 816,504 34,661,000 1.48%
17 VOYA INVESTMENT MANAGEMENT LLC 736,859 31,279,000 1.34%
18 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 743,830 29,776,000 1.27%
19 LORD, ABBETT & CO. LLC 671,896 28,522,000 1.22%
20 NEXT CENTURY GROWTH INVESTORS LLC 653,894 27,757,000 1.19%
21 NORTHERN TRUST CORP 580,794 24,654,000 1.05%
22 VICTORY CAPITAL MANAGEMENT INC 537,753 22,827,000 0.97%
23 FRANKLIN RESOURCES INC 510,868 21,686,000 0.93%
24 NORGES BANK 487,282 20,685,000 0.88%
25 OppenheimerFunds, Inc. 480,971 20,417,000 0.87%
26 CLEARBRIDGE, LLC 458,824 19,477,000 0.83%
27 Cortina Asset Management, LLC 429,962 18,252,000 0.78%
28 PointState Capital LP 399,100 16,942,000 0.72%
29 Artisan Partners Limited Partnership 384,724 16,332,000 0.70%
30 DIMENSIONAL FUND ADVISORS LP 377,919 16,042,000 0.69%
31 GEODE CAPITAL MANAGEMENT, LLC 365,401 15,510,000 0.66%
32 AMERIPRISE FINANCIAL INC 359,581 15,264,000 0.65%
33 KORNITZER CAPITAL MANAGEMENT INC /KS 357,731 15,186,000 0.65%
34 PRINCIPAL FINANCIAL GROUP INC 343,733 14,592,000 0.62%
35 BALYASNY ASSET MANAGEMENT L.P. 325,000 13,796,000 0.59% Put
36 CIBC Private Wealth Group LLC 310,475 13,180,000 0.56%
37 PICTON MAHONEY ASSET MANAGEMENT 292,500 12,418,000 0.53% SH
38 JANUS HENDERSON GROUP PLC 290,298 12,323,000 0.53%
39 Capital World Investors 280,000 11,886,000 0.51%
40 Granite Investment Partners, LLC 268,478 11,397,000 0.49%
41 Nationwide Fund Advisors 236,865 10,055,000 0.43%
42 TIVERTON ASSET MANAGEMENT LLC 233,800 9,925,000 0.42%
43 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 228,660 9,707,000 0.41%
44 FRED ALGER MANAGEMENT, LLC 203,489 8,638,000 0.37%
45 DEUTSCHE BANK AG\ 200,702 8,518,000 0.36%
46 AMERICAN CENTURY COMPANIES INC 198,209 8,414,000 0.36%
47 COLUMBIA WANGER ASSET MANAGEMENT LLC 197,664 8,391,000 0.36%
48 Aureus Asset Management, LLC 180,303 8,308,000 0.35%
49 ROYAL BANK OF CANADA 184,634 7,837,000 0.33%
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 180,474 7,662,000 0.33%
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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.