Vault-13

HEALTHEQUITY INC HQY

COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079

323 institutional holders +13 vs Q3 2022
83,224,83083.2m shares reported held*
98.3% of all shares outstanding*
$5.1bnreported value*
47 new 112 added 120 reduced 37 sold out net sold ≈ $232.8m (-3.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.2m this quarter). Holder counts are more reliable. Shares outstanding: 84.6m as of 2022-11-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $61.61. Options: 10 managers hold calls ($18.3m notional), 10 hold puts ($23.3m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 310Q4 22: 323323Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022310
Q4 2022323

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ3 22 calls: $18.0mQ3 22 puts: $6.2mQ3 22P/C 0.34Q4 22 calls: $18.3mQ4 22 puts: $23.3mQ4 22P/C 1.27
Numbers
QuarterCallsPutsP/C
Q3 2022$18.0m$6.2m0.34
Q4 2022$18.3m$23.3m1.27

Biggest buyers

Clearbridge Investments, LLC Added +820,082+820.1k
BlackRock Inc. Added +732,479+732.5k
WELLINGTON MANAGEMENT GROUP LLP Added +450,001+450.0k
FMR LLC Added +340,188+340.2k
BANK OF AMERICA CORP /DE/ Added +316,345+316.3k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +285,624+285.6k
TimesSquare Capital Management, LLC Added +207,020+207.0k
MARSHALL WACE, LLP Added +156,495+156.5k
Honeycomb Asset Management LP New +156,000+156.0k
Allspring Global Investments Holdings, LLC Added +148,339+148.3k

Biggest sellers

JANUS HENDERSON GROUP PLC Reduced -1,518,670-1.5m
LORD, ABBETT & CO. LLC Sold out -747,104-747.1k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -702,914-702.9k
MACKENZIE FINANCIAL CORP Reduced -617,718-617.7k
ArrowMark Colorado Holdings LLC Reduced -481,073-481.1k
Iron Triangle Partners LP Sold out -440,000-440.0k
CREDIT SUISSE AG/ Reduced -394,929-394.9k
CITADEL ADVISORS LLC Reduced -348,938-348.9k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Reduced -346,675-346.7k
MILLENNIUM MANAGEMENT LLC Reduced -300,935-300.9k

Biggest calls

CITADEL ADVISORS LLC Added $6.9m111.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.6m107.8k shares
SIMPLEX TRADING, LLC Reduced $1.4m22.7k shares
UBS Group AG New $924.6k15.0k shares
Walleye Trading LLC Unchanged $881.5k14.3k shares
PEAK6 Investments LLC Added $573.3k9.3k shares
JANE STREET GROUP, LLC Reduced $493.1k8.0k shares
GROUP ONE TRADING LLC Added $308.2k5.0k shares
Walleye Capital LLC Reduced $197.2k3.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Walleye Trading LLC Added $7.6m123.6k shares
CITADEL ADVISORS LLC Added $7.4m120.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.7m59.7k shares
UBS Group AG New $2.5m39.9k shares
SIMPLEX TRADING, LLC Added $1.1m18.4k shares
Walleye Capital LLC Added $554.8k9.0k shares
JANE STREET GROUP, LLC Reduced $221.9k3.6k shares
PEAK6 Investments LLC New $129.4k2.1k shares
GROUP ONE TRADING LLC New $67.8k1.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
WASATCH ADVISORS LP 13G · institution -1.0 pts · filed 2026-10-09 8.5% -1.0 pts 7.0m≈ $633.3m 2026-10-09
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 4.5m≈ $404.6m 2026-04-30

Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 3 buyingQ4 21: 2 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 1 sellingQ2 22Q3 22: 0 buyingQ3 22: 3 sellingQ4 22: 0 buyingQ4 22: 3 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20213$1.8m2$795.4k—
Q1 20220—0——
Q2 20220—1$95.0k—
Q3 20220—3$2.2m—
Q4 20220—3$1.6m—
DateInsiderTradeSharesPrice ValueTheir holding
2022-12-14 Wellborn Gayle Furgurson Director Sold 5,237 $62.00 $324.7k5.2k shares -30%
2022-10-21 Ladd Delano EVP, GC & CORPORATE SECRETARY Sold 5,897 $75.00 $442.3k5.9k shares -14%
2022-10-13 Trittschuh Larry L EVP CHIEF SECURITY OFFICER Sold 11,526 $70.00 $806.8k11.5k shares -29%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 10,422,97910.4m $642.5m $642.5m 0.02% Added +732.5k +732,479
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,319,7458.3m $512.8m $512.8m 0.01% Added +145.9k +145,856
3 WASATCH ADVISORS LP 2.38% of their portfolio SALT LAKE CITY, UT 5,731,9215.7m $353.3m $353.3m 2.38% Added +5.9k +5,859
4 FMR LLC 0.03% of their portfolio BOSTON, MA 4,324,0244.3m $266.5m $266.5m 0.03% Added +340.2k +340,188
5 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.70% of their portfolio CHICAGO, IL 2,986,2943.0m $184.1m $184.1m 0.70% Reduced -346.7k -346,675
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,697,8752.7m $166.3m $166.3m 0.01% Added +25.9k +25,929
7 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 2,142,6952.1m $132.1m $132.1m 0.02% Reduced -8.5k -8,515
8 BROWN ADVISORY INC 0.23% of their portfolio BALTIMORE, MD 1,985,7692.0m $122.4m $122.4m 0.23% Reduced -73.6k -73,627
9 FRED ALGER MANAGEMENT, LLC 0.53% of their portfolio NEW YORK, NY 1,583,0021.6m $97.6m $97.6m 0.53% Reduced -196.0k -195,968
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,568,0881.6m $96.7m $96.7m 0.01% Added +52.1k +52,080
11 ArrowMark Colorado Holdings LLC 1.11% of their portfolio Denver, CO 1,502,4901.5m $92.6m $92.6m 1.11% Reduced -481.1k -481,073
12 Allspring Global Investments Holdings, LLC 0.15% of their portfolio CHARLOTTE, NC 1,426,2841.4m $87.9m $87.9m 0.15% Added +148.3k +148,339
13 MACKENZIE FINANCIAL CORP 0.13% of their portfolio TORONTO ONTARIO, A6 1,274,0331.3m $78.5m $78.5m 0.13% Reduced -617.7k -617,718
14 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 1,246,7381.2m $76.8m $76.8m 0.02% Reduced -593 -593
15 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,171,7821.2m $72.2m $72.2m 0.04% Added +18.7k +18,700
16 Clearbridge Investments, LLC 0.07% of their portfolio NEW YORK, NY 1,138,1851.1m $70.2m $70.2m 0.07% Added +820.1k +820,082
17 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 1,089,7581.1m $67.2m $67.2m 0.05% Reduced -1.5m -1,518,670
18 MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio NEW YORK, NY 1,056,7521.1m $65.1m $65.1m 0.07% Reduced -300.9k -300,935
19 Stephens Investment Management Group LLC 1.14% of their portfolio LITTLE ROCK, AR 1,033,4161.0m $63.0m $63.0m 1.14% Reduced -102.3k -102,323
20 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 963,521963.5k $59.4m $59.4m 0.02% Added +28.2k +28,224
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 933,708933.7k $57.6m $57.6m 0.02% Added +39.2k +39,179
22 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 913,057913.1k $56.3m $56.3m 0.02% Added +73.2k +73,205
23 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 892,699892.7k $55.0m $55.0m 0.01% Reduced -40.7k -40,651
24 TimesSquare Capital Management, LLC 0.78% of their portfolio NEW YORK, NY 891,955892.0k $55.0m $55.0m 0.78% Added +207.0k +207,020
25 GENEVA CAPITAL MANAGEMENT LLC 1.20% of their portfolio MILWAUKEE, WI 867,798867.8k $53.5m $53.5m 1.20% Reduced -8.9k -8,893
26 GW&K Investment Management, LLC 0.52% of their portfolio BOSTON, MA 830,755830.8k $51.2m $51.2m 0.52% Reduced -9.3k -9,297
27 BAMCO INC /NY/ 0.17% of their portfolio NEW YORK, NY 800,000800.0k $49.3m $49.3m 0.17% Unchanged
28 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.15% of their portfolio LOS ANGELES, CA 768,258768.3k $47.4m $47.4m 0.15% Reduced -702.9k -702,914
29 Van Berkom & Associates Inc. 2.00% of their portfolio MONTREAL, A8 757,916757.9k $46.7m $46.7m 2.00% Added +38.0k +38,001
30 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 705,653705.7k $43.5m $43.5m 0.01% Added +316.3k +316,345
31 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 692,411692.4k $42.7m $42.7m 0.01% Added +108.8k +108,782
32 Point72 Asset Management, L.P. 0.15% of their portfolio STAMFORD, CT 632,425632.4k $39.0m $39.0m 0.15% Reduced -46.2k -46,152
33 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 630,762630.8k $38.9m $38.9m 0.01% Added +450.0k +450,001
34 VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio San Antonio, TX 621,494621.5k $38.3m $38.3m 0.04% Reduced -250.2k -250,191
35 Granahan Investment Management, LLC 1.16% of their portfolio WALTHAM, MA 615,238615.2k $37.9m $37.9m 1.16% Reduced -76.9k -76,928
36 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 582,479582.5k $35.9m $35.9m 0.01% Added +76.3k +76,340
37 Aristotle Capital Boston, LLC 1.10% of their portfolio BOSTON, MA 565,661565.7k $34.9m $34.9m 1.10% Added +26.0k +25,951
38 NORGES BANK 0.01% of their portfolio OSLO, Q8 552,740552.7k $34.1m $34.1m 0.01% Added +122.1k +122,068
39 MARSHALL WACE, LLP 0.09% of their portfolio LONDON, X0 542,897542.9k $33.5m $33.5m 0.09% Added +156.5k +156,495
40 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 504,835504.8k $31.1m $31.1m 0.00% Reduced -53.5k -53,483
41 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 485,360485.4k $29.9m $29.9m 0.01% Reduced -153.1k -153,107
42 CREDIT SUISSE AG/ 0.03% of their portfolio ZURICH, V8 481,365481.4k $29.7m $29.7m 0.03% Reduced -394.9k -394,929
43 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 454,898454.9k $28.0m $28.0m 0.02% Added +38.3k +38,270
44 Granite Investment Partners, LLC 1.15% of their portfolio EL SEGUNDO, CA 449,871449.9k $27.7m $27.7m 1.15% Reduced -18.9k -18,943
45 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 431,411431.4k $26.6m $26.6m 0.01% Reduced -63.5k -63,544
46 KORNITZER CAPITAL MANAGEMENT INC /KS 0.52% of their portfolio SHAWNEE MISSION, KS 417,196417.2k $25.7m $25.7m 0.52% Reduced -144.5k -144,456
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 403,649403.6k $24.9m $24.9m 0.01% Added +285.6k +285,624
48 Aureus Asset Management, LLC 2.13% of their portfolio BOSTON, MA 399,693399.7k $24.6m $24.6m 2.13% Reduced -8.7k -8,733
49 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 380,608380.6k $23.5m $23.5m 0.02% Added +39.2k +39,179
50 Ophir Asset Management Pty Ltd 4.37% of their portfolio SYDNEY, C3 368,269368.3k $22.7m $22.7m 4.37% Reduced -160.1k -160,131
51 Ensign Peak Advisors, Inc 0.05% of their portfolio SALT LAKE CITY, UT 356,455356.5k $22.0m $22.0m 0.05% Reduced -3.8k -3,829
52 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 345,563345.6k $21.3m $21.3m 0.02% Reduced -348.9k -348,938
53 ASHFORD CAPITAL MANAGEMENT INC 3.15% of their portfolio WILMINGTON, DE 329,104329.1k $20.3m $20.3m 3.15% Reduced -10.7k -10,727
54 SEI INVESTMENTS CO 0.04% of their portfolio OAKS, PA 284,242284.2k $17.5m $17.5m 0.04% Reduced -185.2k -185,177
55 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 275,395275.4k $17.0m $17.0m 0.02% Added +7.0k +7,027
56 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 262,345262.3k $16.2m $16.2m 0.01% Added +16.2k +16,201
57 SECTORAL ASSET MANAGEMENT INC 2.91% of their portfolio MONTREAL, A8 243,775243.8k $15.0m $15.0m 2.91% Added +10.7k +10,675
58 GLENMEDE TRUST CO NA 0.09% of their portfolio PHILADELPHIA, PA 237,922237.9k $14.7m $14.7m 0.09% Reduced -27.8k -27,820
59 DF DENT & CO INC 0.21% of their portfolio BALTIMORE, MD 233,086233.1k $14.4m $14.4m 0.21% Reduced -51.2k -51,184
60 Summit Creek Advisors LLC 1.90% of their portfolio MINNEAPOLIS, MN 226,415226.4k $14.0m $14.0m 1.90% Reduced -61.0k -60,996
61 AGF MANAGEMENT LTD 0.10% of their portfolio TORONTO, A6 212,555212.6k $13.1m $13.1m 0.10% First filing
62 EAGLE ASSET MANAGEMENT INC 0.08% of their portfolio ST PETERSBURG, FL 207,531207.5k $12.6m $12.6m 0.08% Reduced -205.9k -205,881
63 PUTNAM INVESTMENTS LLC 0.02% of their portfolio BOSTON, MA 206,148206.1k $12.7m $12.7m 0.02% Added +73.6k +73,636
64 Swiss National Bank 0.01% of their portfolio ZURICH, V8 203,700203.7k $12.6m $12.6m 0.01% Added +3.6k +3,600
65 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 193,176193.2k $11.9m $11.9m 0.01% Added +1.5k +1,499
66 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 192,678192.7k $11.9m $11.9m 0.01% Reduced -14.0k -14,004
67 SCOUT INVESTMENTS, INC. 0.23% of their portfolio KANSAS CITY, MO 179,468179.5k $11.1m $11.1m 0.23% Reduced -3.0k -2,984
68 PEREGRINE CAPITAL MANAGEMENT LLC 0.33% of their portfolio MINNEAPOLIS, MN 172,596172.6k $10.6m $10.6m 0.33% Reduced -9.9k -9,864
69 AMERICAN INTERNATIONAL GROUP, INC. 0.07% of their portfolio New York, NY 170,052170.1k $10.5m $10.5m 0.07% Reduced -1.6k -1,615
70 Honeycomb Asset Management LP 2.92% of their portfolio NEW YORK, NY 156,000156.0k $9.6m $9.6m 2.92% New
71 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 148,336148.3k $9.1m $9.1m 0.02% Reduced -17.5k -17,503
72 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 139,917139.9k $8.6m $8.6m 0.03% Reduced -5.2k -5,207
73 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 128,754128.8k $7.9m $7.9m 0.01% Added +18.1k +18,127
74 Legal & General Group Plc 0.00% of their portfolio London, X0 124,994125.0k $7.7m $7.7m 0.00% Added +1.4k +1,384
75 Motley Fool Wealth Management, LLC 0.53% of their portfolio ALEXANDRIA, VA 124,165124.2k $7.6m $7.6m 0.53% Reduced -528 -528
76 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 121,925121.9k $7.5m $7.5m 0.01% Added +89.7k +89,697
77 PICTON MAHONEY ASSET MANAGEMENT 0.38% of their portfolio Toronto, A6 120,520120.5k $7.4m $7.4m 0.38% Reduced -55.3k -55,330
78 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 116,062116.1k $7.2m $7.2m 0.01% Reduced -124.3k -124,284
79 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 114,130114.1k $7.0m $7.0m 0.02% Reduced -800 -800
80 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 111,414111.4k $6.9m $6.9m 0.03% Added +962 +962
81 Tekla Capital Management LLC 0.26% of their portfolio Boston, MA 110,214110.2k $6.8m $6.8m 0.26% Unchanged
82 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 106,546106.5k $6.6m $6.6m 0.01% Added +1.1k +1,061
83 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 100,911100.9k $6.2m $6.2m 0.01% Reduced -6.9k -6,900
84 DFPG INVESTMENTS, LLC 0.94% of their portfolio SANDY, UT 100,103100.1k $5.7m $5.7m 0.94% Added +2.0k +2,000
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 98,76798.8k $6.1m $6.1m 0.00% Reduced -227 -227
86 MetLife Investment Management, LLC 0.04% of their portfolio Whippany, NJ 95,49495.5k $5.9m $5.9m 0.04% Reduced -973 -973
87 Motley Fool Asset Management LLC 0.65% of their portfolio ALEXANDRIA, VA 93,25593.3k $5.7m $5.7m 0.65% Reduced -4.7k -4,702
88 CWM, LLC 0.04% of their portfolio OMAHA, NE 92,33892.3k $5.7m $5.7m 0.04% Reduced -15.3k -15,297
89 Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio VANCOUVER, A1 88,85288.9k $5.5m $5.5m 0.03% New
90 NBW CAPITAL LLC 1.38% of their portfolio BOSTON, MA 87,54987.5k $5.4m $5.4m 1.38% Added +316 +316
91 OSTERWEIS CAPITAL MANAGEMENT INC 0.39% of their portfolio SAN FRANCISCO, CA 87,35587.4k $5.4m $5.4m 0.39% Added +37.8k +37,775
92 INSPIRION WEALTH ADVISORS, LLC 1.11% of their portfolio LIBERTYVILLE, IL 85,00085.0k $5.2m $5.2m 1.11% Reduced -6.5k -6,485
93 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 84,71784.7k $5.2m $5.2m 0.01% Added +1.3k +1,330
94 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 83,15183.2k $5.1m $5.1m 0.01% Added +100 +100
95 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 82,46182.5k $5.1m $5.1m 0.00% Added +4.4k +4,389
96 DAVENPORT & Co LLC 0.04% of their portfolio RICHMOND, VA 82,22382.2k $5.1m $5.1m 0.04% Added +9.6k +9,589
97 Weiss Multi-Strategy Advisers LLC 0.14% of their portfolio NEW YORK, NY 80,69780.7k $5.0m $5.0m 0.14% Added +30.2k +30,175
98 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 80,28780.3k $4.9m $4.9m 0.01% Reduced -5.2k -5,163
99 Thematics Asset Management 0.30% of their portfolio PARIS, I0 80,00880.0k $4.9m $4.9m 0.30% First filing
100 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 79,22079.2k $4.9m $4.9m 0.00% Added +714 +714