Vault-13

HEALTHEQUITY INC HQY

COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079

319 institutional holders +7 vs Q1 2023
84,724,13484.7m shares reported held*
99.1% of all shares outstanding*
$5.3bnreported value*
38 new 102 added 133 reduced 33 sold out net sold ≈ $309.8m (-4.9m 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 ($5.8m this quarter). Holder counts are more reliable. Shares outstanding: 85.5m as of 2023-05-31, 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 ≈ $63.11. Options: 8 managers hold calls ($7.3m notional), 10 hold puts ($6.2m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 310Q4 22: 323Q1 23: 312Q2 23: 319319Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022310
Q4 2022323
Q1 2023312
Q2 2023319

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 159 bought or addedQ4 22: 157 cut or sold outQ4 22Q1 23: 152 bought or addedQ1 23: 153 cut or sold outQ1 23Q2 23: 140 bought or addedQ2 23: 166 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022159157
Q1 2023152153
Q2 2023140166

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 1.27Q1 23 calls: $13.2mQ1 23 puts: $7.8mQ1 23P/C 0.59Q2 23 calls: $7.3mQ2 23 puts: $6.2mQ2 23P/C 0.85
Numbers
QuarterCallsPutsP/C
Q3 2022$18.0m$6.2m0.34
Q4 2022$18.3m$23.3m1.27
Q1 2023$13.2m$7.8m0.59
Q2 2023$7.3m$6.2m0.85

Biggest buyers

Clearbridge Investments, LLC Added +374,129+374.1k
DAVENPORT & Co LLC Added +298,526+298.5k
FRANKLIN RESOURCES INC Added +274,268+274.3k
LOOMIS SAYLES & CO L P New +253,311+253.3k
FULLER & THALER ASSET MANAGEMENT, INC. New +187,700+187.7k
MILLENNIUM MANAGEMENT LLC Added +127,935+127.9k
GEODE CAPITAL MANAGEMENT, LLC Added +100,831+100.8k
Stephens Investment Management Group LLC Added +89,901+89.9k
DIMENSIONAL FUND ADVISORS LP Added +84,724+84.7k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Added +78,907+78.9k

Biggest sellers

FMR LLC Reduced -4,315,555-4.3m
WASATCH ADVISORS LP Reduced -584,267-584.3k
FRED ALGER MANAGEMENT, LLC Reduced -424,645-424.6k
CITADEL ADVISORS LLC Reduced -361,881-361.9k
Assenagon Asset Management S.A. Sold out -314,427-314.4k
California Public Employees Retirement System Reduced -267,966-268.0k
KORNITZER CAPITAL MANAGEMENT INC /KS Reduced -153,378-153.4k
GOLDMAN SACHS GROUP INC Reduced -151,452-151.5k
Portolan Capital Management, LLC Sold out -124,051-124.1k
TimesSquare Capital Management, LLC Reduced -85,265-85.3k

Biggest calls

Walleye Trading LLC Added $2.1m34.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.1m33.6k shares
CITADEL ADVISORS LLC Reduced $1.3m20.2k shares
Walleye Capital LLC New $877.6k13.9k shares
Twin Tree Management, LP New $448.3k7.1k shares
SIMPLEX TRADING, LLC Reduced $227.0k3.6k shares
PEAK6 Investments LLC Reduced $164.2k2.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Walleye Trading LLC Added $1.3m20.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.2m19.4k shares
CITADEL ADVISORS LLC Reduced $808.2k12.8k shares
Walleye Capital LLC New $751.4k11.9k shares
UBS Group AG New $631.4k10.0k shares
Twin Tree Management, LP New $593.5k9.4k shares
PEAK6 Investments LLC Reduced $555.6k8.8k shares
SIMPLEX TRADING, LLC Reduced $296.0k4.7k shares
GROUP ONE TRADING LLC New $56.8k900 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 Q2 2023

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
404Q3 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 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 2 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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—
Q1 20230—0——
Q2 20230—2$3.5m$2.8m
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-27 Kessler Jon PRESIDENT AND CEO, director · by Team Gracie Trust Sold plan 14,257 $60.96 $869.1k14.3k shares -37%
2023-06-27 Kessler Jon PRESIDENT AND CEO, director · by Team Bear Trust Sold plan 10,719 $60.96 $653.5k10.7k shares -37%
2023-06-27 Kessler Jon PRESIDENT AND CEO, director · by Jon Kessler and Laura M. Gottsman Family Trust Sold plan 2,254 $60.97 $137.4k2.3k shares -37%
2023-06-26 Kessler Jon PRESIDENT AND CEO, director · by Team Gracie Trust Sold plan 10,256 $60.12 $616.6k10.3k shares -21%
2023-06-26 Kessler Jon PRESIDENT AND CEO, director · by Team Bear Trust Sold plan 7,711 $60.12 $463.6k7.7k shares -21%
2023-06-26 Kessler Jon PRESIDENT AND CEO, director · by Jon Kessler and Laura M. Gottsman Family Trust Sold plan 1,621 $60.12 $97.5k1.6k shares -21%
2023-06-12 Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER Sold 10,156 $64.29 $652.9k10.2k shares -13%

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 10,346,28010.3m $653.3m $653.3m 0.02% Added +58.7k +58,684
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,497,6568.5m $536.5m $536.5m 0.01% Added +42.3k +42,300
3 WASATCH ADVISORS LP 2.72% of their portfolio SALT LAKE CITY, UT 7,128,3227.1m $450.1m $450.1m 2.72% Reduced -584.3k -584,267
4 FMR LLC 0.03% of their portfolio BOSTON, MA 4,741,2494.7m $299.4m $299.4m 0.03% Reduced -4.3m -4,315,555
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,816,2822.8m $177.8m $177.8m 0.01% Added +65.8k +65,809
6 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.57% of their portfolio CHICAGO, IL 2,792,7402.8m $176.3m $176.3m 0.57% Reduced -77.4k -77,429
7 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 2,514,0192.5m $158.7m $158.7m 0.02% Added +39.6k +39,589
8 BROWN ADVISORY INC 0.21% of their portfolio BALTIMORE, MD 2,107,4952.1m $133.1m $133.1m 0.21% Reduced -13.4k -13,380
9 Clearbridge Investments, LLC 0.11% of their portfolio NEW YORK, NY 1,966,5592.0m $124.2m $124.2m 0.11% Added +374.1k +374,129
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,743,6311.7m $110.1m $110.1m 0.01% Added +100.8k +100,831
11 ArrowMark Colorado Holdings LLC 1.15% of their portfolio Denver, CO 1,656,8621.7m $104.6m $104.6m 1.15% Added +1.4k +1,398
12 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,445,3851.4m $91.3m $91.3m 0.04% Added +274.3k +274,268
13 Allspring Global Investments Holdings, LLC 0.14% of their portfolio CHARLOTTE, NC 1,374,0641.4m $86.8m $86.8m 0.14% Reduced -79.1k -79,066
14 MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio NEW YORK, NY 1,296,8431.3m $81.9m $81.9m 0.09% Added +127.9k +127,935
15 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 1,205,1291.2m $76.1m $76.1m 0.05% Added +59.4k +59,449
16 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,190,4241.2m $75.2m $75.2m 0.02% Added +84.7k +84,724
17 MACKENZIE FINANCIAL CORP 0.11% of their portfolio TORONTO ONTARIO, A6 1,146,0861.1m $71.5m $71.5m 0.11% Reduced -7.8k -7,781
18 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,139,2571.1m $71.9m $71.9m 0.01% Added +14.9k +14,945
19 Stephens Investment Management Group LLC 1.12% of their portfolio LITTLE ROCK, AR 1,131,7721.1m $71.5m $71.5m 1.12% Added +89.9k +89,901
20 Van Berkom & Associates Inc. 2.27% of their portfolio MONTREAL, A8 990,646990.6k $62.5m $62.5m 2.27% Reduced -47.7k -47,731
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 953,649953.6k $60.2m $60.2m 0.02% Added +16.0k +16,039
22 GW&K Investment Management, LLC 0.56% of their portfolio BOSTON, MA 939,192939.2k $59.3m $59.3m 0.56% Reduced -7.9k -7,945
23 GENEVA CAPITAL MANAGEMENT LLC 1.09% of their portfolio MILWAUKEE, WI 873,813873.8k $55.2m $55.2m 1.09% Reduced -7.6k -7,608
24 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio Boston, MA 873,037873.0k $55.1m $55.1m 0.02% Added +78.9k +78,907
25 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 859,678859.7k $54.3m $54.3m 0.01% Reduced -21.3k -21,315
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 850,730850.7k $53.7m $53.7m 0.01% Reduced -3.0k -2,953
27 BAMCO INC /NY/ 0.14% of their portfolio NEW YORK, NY 800,000800.0k $50.5m $50.5m 0.14% Unchanged
28 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.13% of their portfolio LOS ANGELES, CA 751,189751.2k $47.4m $47.4m 0.13% Reduced -14.8k -14,810
29 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 731,429731.4k $46.2m $46.2m 0.03% Reduced -26.5k -26,542
30 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 689,851689.9k $43.6m $43.6m 0.01% Added +24.1k +24,117
31 NORGES BANK 0.01% of their portfolio OSLO, Q8 653,173653.2k $41.2m $41.2m 0.01% Added +55.0k +55,038
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 645,720645.7k $40.8m $40.8m 0.00% Added +78.5k +78,511
33 Point72 Asset Management, L.P. 0.13% of their portfolio STAMFORD, CT 604,897604.9k $38.2m $38.2m 0.13% Reduced -77.4k -77,370
34 SEI INVESTMENTS CO 0.07% of their portfolio OAKS, PA 598,038598.0k $37.8m $37.8m 0.07% Reduced -19.5k -19,507
35 Aristotle Capital Boston, LLC 1.12% of their portfolio BOSTON, MA 593,210593.2k $37.5m $37.5m 1.12% Added +5.3k +5,292
36 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 581,683581.7k $36.7m $36.7m 0.01% Reduced -24.8k -24,770
37 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 535,163535.2k $33.8m $33.8m 0.01% Reduced -151.5k -151,452
38 TimesSquare Capital Management, LLC 0.47% of their portfolio NEW YORK, NY 524,565524.6k $33.1m $33.1m 0.47% Reduced -85.3k -85,265
39 Granahan Investment Management, LLC 0.95% of their portfolio WALTHAM, MA 490,804490.8k $31.0m $31.0m 0.95% Reduced -21.7k -21,697
40 MARSHALL WACE, LLP 0.07% of their portfolio LONDON, X0 487,575487.6k $30.8m $30.8m 0.07% Added +59.8k +59,789
41 Aureus Asset Management, LLC 2.05% of their portfolio BOSTON, MA 433,063433.1k $27.3m $27.3m 2.05% Reduced -18.4k -18,386
42 ASHFORD CAPITAL MANAGEMENT INC 3.70% of their portfolio WILMINGTON, DE 419,789419.8k $26.5m $26.5m 3.70% Added +21.0k +20,983
43 Ensign Peak Advisors, Inc 0.05% of their portfolio SALT LAKE CITY, UT 388,904388.9k $24.6m $24.6m 0.05% Added +15.1k +15,097
44 DAVENPORT & Co LLC 0.18% of their portfolio RICHMOND, VA 383,888383.9k $24.0m $24.0m 0.18% Added +298.5k +298,526
45 CREDIT SUISSE AG/ 0.02% of their portfolio ZURICH, V8 351,250351.2k $22.2m $22.2m 0.02% Added +14.5k +14,466
46 Ophir Asset Management Pty Ltd 4.59% of their portfolio SYDNEY, C3 348,954349.0k $22.0m $22.0m 4.59% Reduced -19.3k -19,331
47 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 343,275343.3k $21.7m $21.7m 0.01% Reduced -5.1k -5,149
48 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 339,306339.3k $21.4m $21.4m 0.01% Reduced -9.2k -9,206
49 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 335,257335.3k $21.2m $21.2m 0.02% Reduced -30.3k -30,268
50 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 271,737271.7k $17.2m $17.2m 0.02% Added +155 +155
51 KORNITZER CAPITAL MANAGEMENT INC /KS 0.33% of their portfolio SHAWNEE MISSION, KS 263,818263.8k $16.7m $16.7m 0.33% Reduced -153.4k -153,378
52 LOOMIS SAYLES & CO L P 0.03% of their portfolio BOSTON, MA 253,311253.3k $16.0m $16.0m 0.03% New
53 DF DENT & CO INC 0.21% of their portfolio BALTIMORE, MD 251,152251.2k $15.9m $15.9m 0.21% Reduced -1.9k -1,870
54 GLENMEDE TRUST CO NA 0.08% of their portfolio PHILADELPHIA, PA 237,026237.0k $14.0m $14.0m 0.08% Added +460 +460
55 CAMBIAR INVESTORS LLC 0.62% of their portfolio Denver, CO 230,782230.8k $14.6m $14.6m 0.62% Added +47.0k +47,046
56 Summit Creek Advisors LLC 1.80% of their portfolio MINNEAPOLIS, MN 228,368228.4k $14.4m $14.4m 1.80% Added +242 +242
57 PUTNAM INVESTMENTS LLC 0.02% of their portfolio BOSTON, MA 224,623224.6k $14.2m $14.2m 0.02% Reduced -10.7k -10,708
58 CIBC Private Wealth Group LLC 0.02% of their portfolio ATLANTA, GA 221,860221.9k $14.0m $14.0m 0.02% Reduced -4.6k -4,620
59 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 219,476219.5k $13.9m $13.9m 0.00% Reduced -6.7k -6,723
60 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 190,084190.1k $12.0m $12.0m 0.00% Reduced -795 -795
61 FULLER & THALER ASSET MANAGEMENT, INC. 0.07% of their portfolio SAN MATEO, CA 187,700187.7k $11.9m $11.9m 0.07% New
62 Swiss National Bank 0.01% of their portfolio ZURICH, V8 184,600184.6k $11.7m $11.7m 0.01% Added +2.2k +2,200
63 FRED ALGER MANAGEMENT, LLC 0.06% of their portfolio NEW YORK, NY 184,179184.2k $11.6m $11.6m 0.06% Reduced -424.6k -424,645
64 SECTORAL ASSET MANAGEMENT INC 1.93% of their portfolio MONTREAL, A8 183,375183.4k $11.6m $11.6m 1.93% Unchanged
65 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 182,965183.0k $11.6m $11.6m 0.00% Reduced -4.8k -4,850
66 SCOUT INVESTMENTS, INC. 0.22% of their portfolio KANSAS CITY, MO 172,212172.2k $10.8m $10.8m 0.22% Reduced -5.2k -5,171
67 AMERICAN INTERNATIONAL GROUP, INC. 0.07% of their portfolio New York, NY 168,632168.6k $10.6m $10.6m 0.07% Reduced -1.2k -1,181
68 PEREGRINE CAPITAL MANAGEMENT LLC 0.27% of their portfolio MINNEAPOLIS, MN 155,951156.0k $9.8m $9.8m 0.27% Reduced -16.9k -16,949
69 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 155,430155.4k $9.8m $9.8m 0.01% Reduced -15.8k -15,834
70 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 150,348150.3k $9.5m $9.5m 0.01% Reduced -268.0k -267,966
71 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 141,667141.7k $8.9m $8.9m 0.02% Reduced -9.3k -9,273
72 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 140,422140.4k $8.2m $8.2m 0.00% Unchanged
73 Legal & General Group Plc 0.00% of their portfolio London, X0 131,693131.7k $8.3m $8.3m 0.00% Added +1.8k +1,843
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 126,016126.0k $8.0m $8.0m 0.00% Added +42.3k +42,324
75 Advantage Alpha Capital Partners LP 1.56% of their portfolio SAN FRANCISCO, CA 123,339123.3k $7.8m $7.8m 1.56% Added +761 +761
76 Motley Fool Wealth Management, LLC 0.46% of their portfolio ALEXANDRIA, VA 122,957123.0k $7.8m $7.8m 0.46% Reduced -1.4k -1,376
77 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 122,334122.3k $7.7m $7.7m 0.02% Reduced -2.5k -2,546
78 B. Metzler seel. Sohn & Co. AG 0.10% of their portfolio FRANKFURT, 2M 121,756121.8k $7.7m $7.7m 0.10% Added +59.2k +59,231
79 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 110,145110.1k $7.0m $7.0m 0.03% Reduced -447 -447
80 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio New York, NY 107,357107.4k $6.8m $6.8m 0.08% Reduced -9.5k -9,473
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 102,579102.6k $6.5m $6.5m 0.01% Reduced -2.6k -2,567
82 DFPG INVESTMENTS, LLC 0.57% of their portfolio SANDY, UT 99,983100.0k $6.3m $6.3m 0.57% Reduced -324 -324
83 OSTERWEIS CAPITAL MANAGEMENT INC 0.40% of their portfolio SAN FRANCISCO, CA 96,52596.5k $6.1m $6.1m 0.40% Added +18.3k +18,275
84 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 94,93394.9k $6.0m $6.0m 0.00% Reduced -1.3k -1,270
85 Motley Fool Asset Management LLC 0.53% of their portfolio ALEXANDRIA, VA 94,11694.1k $5.9m $5.9m 0.53% Reduced -3.2k -3,244
86 MetLife Investment Management, LLC 0.04% of their portfolio Whippany, NJ 93,84093.8k $5.9m $5.9m 0.04% Added +320 +320
87 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 89,42789.4k $5.6m $5.6m 0.02% Reduced -12.4k -12,355
88 NBW CAPITAL LLC 1.30% of their portfolio BOSTON, MA 87,94687.9k $5.6m $5.6m 1.30% Reduced -153 -153
89 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 86,60086.6k $5.5m $5.5m 0.01% Added +1.0k +1,040
90 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 86,31586.3k $5.4m $5.4m 0.01% Added +77.4k +77,383
91 INSPIRION WEALTH ADVISORS, LLC 1.03% of their portfolio LIBERTYVILLE, IL 85,00085.0k $5.4m $5.4m 1.03% Unchanged
92 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 82,95183.0k $5.2m $5.2m 0.01% Reduced -200 -200
93 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 82,66082.7k $5.2m $5.2m 0.01% Added +7.0k +7,020
94 Thematics Asset Management 0.25% of their portfolio PARIS, I0 82,44182.4k $5.2m $5.2m 0.25% Reduced -7.7k -7,659
95 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 81,76581.8k $5.2m $5.2m 0.00% Reduced -22.0k -21,991
96 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 81,20381.2k $5.1m $5.1m 0.00% Added +15.0k +14,964
97 TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio AUSTIN, TX 75,25575.3k $4.8m $4.8m 0.04% Reduced -650 -650
98 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 72,63172.6k $4.6m $4.6m 0.01% Added +18.9k +18,876
99 LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio LOS ANGELES, CA 66,10966.1k $4.2m $4.2m 0.02% Added +16.9k +16,890
100 Physician Wealth Advisors, Inc. 1.01% of their portfolio MIDVALE, UT 65,02965.0k $4.1m $4.1m 1.01% Unchanged