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

Institutional Holders (2017Q2)
Portfolio Summary: 244 Institutional holders with a total value of $2,767,344,117.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKLEY W R CORP 7,883,280 392,824,000 14.19%
2 BlackRock Finance, Inc. 5,831,014 290,559,000 10.50%
3 VANGUARD GROUP INC 4,237,298 211,145,000 7.63%
4 WASATCH ADVISORS LP 2,442,180 121,694,000 4.40%
5 Invesco Ltd. 2,371,756 118,185,000 4.27%
6 FMR LLC 2,235,150 111,378,000 4.02%
7 JANUS HENDERSON GROUP PLC 2,113,030 105,292,000 3.80%
8 BAMCO INC /NY/ 1,203,771 59,984,000 2.17%
9 Stephens Investment Management Group LLC 1,179,005 58,750,000 2.12%
10 STATE STREET CORP 1,172,117 58,411,000 2.11%
11 WADDELL & REED FINANCIAL INC 989,740 49,319,000 1.78%
12 JPMORGAN CHASE & CO 961,672 47,921,000 1.73%
13 MORGAN STANLEY 911,187 45,405,000 1.64%
14 Bank of New York Mellon Corp 889,519 44,326,000 1.60%
15 LOOMIS SAYLES & CO L P 832,497 41,484,000 1.50%
16 ArrowMark Colorado Holdings LLC 817,917 40,757,000 1.47%
17 VOYA INVESTMENT MANAGEMENT LLC 781,559 38,945,000 1.41%
18 WELLS FARGO & COMPANY/MN 741,485 36,948,000 1.34%
19 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 667,534 33,263,000 1.20%
20 NORTHERN TRUST CORP 662,459 33,010,000 1.19%
21 TimesSquare Capital Management, LLC 518,200 25,822,000 0.93%
22 CLEARBRIDGE, LLC 489,830 24,408,000 0.88%
23 OppenheimerFunds, Inc. 488,448 24,340,000 0.88%
24 LORD, ABBETT & CO. LLC 487,026 24,269,000 0.88%
25 DIMENSIONAL FUND ADVISORS LP 473,433 23,591,000 0.85%
26 Cortina Asset Management, LLC 450,504 22,449,000 0.81%
27 WELLINGTON MANAGEMENT GROUP LLP 411,877 20,524,000 0.74%
28 VICTORY CAPITAL MANAGEMENT INC 404,783 20,170,000 0.73%
29 GEODE CAPITAL MANAGEMENT, LLC 393,570 19,611,000 0.71%
30 PRINCIPAL FINANCIAL GROUP INC 386,999 19,284,000 0.70%
31 NORGES BANK 384,445 19,157,000 0.69%
32 NEXT CENTURY GROWTH INVESTORS LLC 378,007 18,836,000 0.68%
33 AMERIPRISE FINANCIAL INC 374,718 18,673,000 0.67%
34 Artisan Partners Limited Partnership 371,325 18,503,000 0.67%
35 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 340,262 16,955,000 0.61%
36 KORNITZER CAPITAL MANAGEMENT INC /KS 303,156 15,106,000 0.55%
37 FRANKLIN RESOURCES INC 303,050 15,101,000 0.55%
38 PICTON MAHONEY ASSET MANAGEMENT 285,200 14,212,000 0.51% SH
39 Granite Investment Partners, LLC 275,048 13,706,000 0.50%
40 CIBC Private Wealth Group LLC 270,355 13,471,000 0.49%
41 FRED ALGER MANAGEMENT, LLC 265,369 13,223,000 0.48%
42 ROYAL BANK OF CANADA 263,778 13,145,000 0.48%
43 AMUSSEN HUNSAKER & ASSOCIATES LLC 232,746 11,598,000 0.42%
44 COLUMBIA WANGER ASSET MANAGEMENT LLC 211,767 10,552,000 0.38%
45 TWO SIGMA INVESTMENTS, LP 209,016 10,415,000 0.38%
46 Nuveen Asset Management, LLC 201,414 10,036,000 0.36%
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 198,316 9,883,000 0.36%
48 TIAA CREF INVESTMENT MANAGEMENT LLC 196,985 9,816,000 0.35%
49 TIVERTON ASSET MANAGEMENT LLC 196,789 9,806,000 0.35%
50 Nationwide Fund Advisors 192,394 9,587,000 0.35%
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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.