Vault-13

HEALTHEQUITY INC HQY

COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079

344 institutional holders +25 vs Q2 2023
87,587,80687.6m shares reported held*
102.3% of all shares outstanding*
$6.4bnreported value*
57 new 123 added 118 reduced 34 sold out net bought ≈ $212.5m (+2.9m 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 ($7.1m this quarter). Holder counts are more reliable. Shares outstanding: 85.6m as of 2023-08-31, 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 ≈ $73.09. Options: 12 managers hold calls ($15.2m notional), 8 hold puts ($5.4m).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 310Q4 22: 323Q1 23: 312Q2 23: 319Q3 23: 344344Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022310
Q4 2022323
Q1 2023312
Q2 2023319
Q3 2023344

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 23Q3 23: 180 bought or addedQ3 23: 152 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022159157
Q1 2023152153
Q2 2023140166
Q3 2023180152

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ4 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 0.85Q3 23 calls: $15.2mQ3 23 puts: $5.4mQ3 23P/C 0.36
Numbers
QuarterCallsPutsP/C
Q4 2022$18.3m$23.3m1.27
Q1 2023$13.2m$7.8m0.59
Q2 2023$7.3m$6.2m0.85
Q3 2023$15.2m$5.4m0.36

Biggest buyers

FMR LLC Added +907,743+907.7k
MILLENNIUM MANAGEMENT LLC Added +569,806+569.8k
GOLDMAN SACHS GROUP INC Added +371,043+371.0k
PRUDENTIAL FINANCIAL INC Added +344,599+344.6k
Eversept Partners, LP New +338,516+338.5k
Invesco Ltd. Added +301,078+301.1k
Clearbridge Investments, LLC Added +238,116+238.1k
EAGLE ASSET MANAGEMENT INC New +213,298+213.3k
Lisanti Capital Growth, LLC New +180,980+181.0k
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC New +180,637+180.6k

Biggest sellers

MARSHALL WACE, LLP Sold out -487,575-487.6k
BlackRock Inc. Reduced -314,844-314.8k
BANK OF AMERICA CORP /DE/ Reduced -229,673-229.7k
NORGES BANK Reduced -211,286-211.3k
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -189,527-189.5k
JPMORGAN CHASE & CO Reduced -182,914-182.9k
CIBC Private Wealth Group LLC Reduced -147,930-147.9k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Reduced -147,496-147.5k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -132,860-132.9k
JANUS HENDERSON GROUP PLC Reduced -117,761-117.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $8.7m118.8k shares
CITADEL ADVISORS LLC Added $1.6m21.8k shares
UBS Group AG New $1.2m16.0k shares
MILLENNIUM MANAGEMENT LLC New $730.5k10.0k shares
Twin Tree Management, LP Added $730.5k10.0k shares
PEAK6 Investments LLC Added $679.4k9.3k shares
JANE STREET GROUP, LLC New $591.7k8.1k shares
Walleye Trading LLC Reduced $569.8k7.8k shares
SIMPLEX TRADING, LLC Added $336.0k4.6k shares
Walleye Capital LLC Reduced $73.0k1.0k shares

Biggest puts

PEAK6 Investments LLC Added $1.4m19.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $862.0k11.8k shares
Walleye Trading LLC Reduced $759.7k10.4k shares
SIMPLEX TRADING, LLC Added $737.0k10.1k shares
UBS Group AG Unchanged $730.5k10.0k shares
CITADEL ADVISORS LLC Reduced $460.2k6.3k shares
Walleye Capital LLC Reduced $423.7k5.8k 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 Q3 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
404Q4 21: 3 buyingQ4 21: 2 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 1 sellingQ3 22: 0 buyingQ3 22: 3 sellingQ3 22Q4 22: 0 buyingQ4 22: 3 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 0 buyingQ2 23: 2 sellingQ3 23: 0 buyingQ3 23: 3 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q3 20230—3$4.0m$3.5m
DateInsiderTradeSharesPrice ValueTheir holding
2023-09-27 Kessler Jon PRESIDENT AND CEO, director · by Team Gracie Trust Sold plan 24,513 $75.03 $1.8m24.5k shares -100%
2023-09-27 Kessler Jon PRESIDENT AND CEO, director · by Team Bear Trust Sold plan 18,430 $75.03 $1.4m18.4k shares -100%
2023-09-27 Kessler Jon PRESIDENT AND CEO, director · by Jon Kessler and Laura M. Gottsman Family Trust Sold plan 3,875 $75.02 $290.7k3.9k shares -100%
2023-09-22 Corvino Frank Director Sold 5,063 $72.27 $365.9k5.1k shares -41%
2023-09-22 Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER Sold 1,998 $71.92 $143.7k2.0k shares -3%
2023-09-21 Trittschuh Larry L FORMER EVP CSO Sold 6,419 $72.43 $464.9k6.4k shares -12%
2023-09-07 Murdock Tyson D. SPECIAL ADVISOR Sold plan 2,844 $71.35 $202.9k2.8k shares -4%

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 10,031,43610.0m $732.8m $732.8m 0.02% Reduced -314.8k -314,844
2 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 8,515,4158.5m $622.1m $622.1m 0.02% Added +17.8k +17,759
3 WASATCH ADVISORS LP 3.35% of their portfolio SALT LAKE CITY, UT 7,267,7757.3m $530.9m $530.9m 3.35% Added +139.5k +139,453
4 FMR LLC 0.04% of their portfolio BOSTON, MA 5,648,9925.6m $412.7m $412.7m 0.04% Added +907.7k +907,743
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,822,8582.8m $206.2m $206.2m 0.01% Added +6.6k +6,576
6 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.64% of their portfolio CHICAGO, IL 2,645,2442.6m $193.2m $193.2m 0.64% Reduced -147.5k -147,496
7 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 2,331,1052.3m $170.3m $170.3m 0.02% Reduced -182.9k -182,914
8 Clearbridge Investments, LLC 0.15% of their portfolio NEW YORK, NY 2,204,6752.2m $161.1m $161.1m 0.15% Added +238.1k +238,116
9 BROWN ADVISORY INC 0.25% of their portfolio BALTIMORE, MD 2,070,0012.1m $151.2m $151.2m 0.25% Reduced -37.5k -37,494
10 MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio NEW YORK, NY 1,866,6491.9m $136.4m $136.4m 0.14% Added +569.8k +569,806
11 GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BOSTON, MA 1,808,0601.8m $132.1m $132.1m 0.02% Added +64.4k +64,429
12 ArrowMark Colorado Holdings LLC 1.40% of their portfolio Denver, CO 1,578,9111.6m $115.3m $115.3m 1.40% Reduced -78.0k -77,951
13 FRANKLIN RESOURCES INC 0.05% of their portfolio San Mateo, CA 1,384,0721.4m $101.1m $101.1m 0.05% Reduced -61.3k -61,313
14 Allspring Global Investments Holdings, LLC 0.17% of their portfolio CHARLOTTE, NC 1,344,3571.3m $98.2m $98.2m 0.17% Reduced -29.7k -29,707
15 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,301,6321.3m $95.1m $95.1m 0.03% Added +111.2k +111,208
16 MACKENZIE FINANCIAL CORP 0.14% of their portfolio TORONTO ONTARIO, A6 1,142,4281.1m $84.0m $84.0m 0.14% Reduced -3.7k -3,658
17 Stephens Investment Management Group LLC 1.36% of their portfolio LITTLE ROCK, AR 1,134,1081.1m $82.8m $82.8m 1.36% Added +2.3k +2,336
18 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 1,120,7741.1m $81.9m $81.9m 0.02% Reduced -18.5k -18,483
19 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 1,087,3681.1m $79.4m $79.4m 0.05% Reduced -117.8k -117,761
20 Van Berkom & Associates Inc. 2.48% of their portfolio MONTREAL, A8 1,042,4701.0m $76.2m $76.2m 2.48% Added +51.8k +51,824
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 980,517980.5k $71.6m $71.6m 0.02% Added +26.9k +26,868
22 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 906,206906.2k $66.2m $66.2m 0.02% Added +371.0k +371,043
23 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 900,408900.4k $65.8m $65.8m 0.05% Added +169.0k +168,979
24 GENEVA CAPITAL MANAGEMENT LLC 1.35% of their portfolio MILWAUKEE, WI 876,348876.3k $64.0m $64.0m 1.35% Added +2.5k +2,535
25 GW&K Investment Management, LLC 0.63% of their portfolio BOSTON, MA 854,198854.2k $62.4m $62.4m 0.63% Reduced -85.0k -84,994
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 852,807852.8k $62.3m $62.3m 0.01% Added +2.1k +2,077
27 BAMCO INC /NY/ 0.17% of their portfolio NEW YORK, NY 800,000800.0k $58.4m $58.4m 0.17% Unchanged
28 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio Boston, MA 740,177740.2k $54.1m $54.1m 0.02% Reduced -132.9k -132,860
29 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 701,016701.0k $51.2m $51.2m 0.01% Added +55.3k +55,296
30 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 685,991686.0k $50.1m $50.1m 0.01% Reduced -3.9k -3,860
31 Point72 Asset Management, L.P. 0.16% of their portfolio STAMFORD, CT 653,018653.0k $47.7m $47.7m 0.16% Added +48.1k +48,121
32 SEI INVESTMENTS CO 0.09% of their portfolio OAKS, PA 651,176651.2k $47.6m $47.6m 0.09% Added +53.1k +53,138
33 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 630,005630.0k $46.0m $46.0m 0.01% Reduced -229.7k -229,673
34 Aristotle Capital Boston, LLC 1.46% of their portfolio BOSTON, MA 621,034621.0k $45.4m $45.4m 1.46% Added +27.8k +27,824
35 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 569,557569.6k $41.6m $41.6m 0.01% Reduced -12.1k -12,126
36 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.12% of their portfolio LOS ANGELES, CA 561,662561.7k $41.0m $41.0m 0.12% Reduced -189.5k -189,527
37 TimesSquare Capital Management, LLC 0.61% of their portfolio NEW YORK, NY 536,078536.1k $39.2m $39.2m 0.61% Added +11.5k +11,513
38 Granahan Investment Management, LLC 1.27% of their portfolio WALTHAM, MA 489,387489.4k $35.7m $35.7m 1.27% Reduced -1.4k -1,417
39 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 484,043484.0k $35.4m $35.4m 0.01% Added +301.1k +301,078
40 NORGES BANK 0.01% of their portfolio OSLO, Q8 441,887441.9k $32.3m $32.3m 0.01% Reduced -211.3k -211,286
41 PRUDENTIAL FINANCIAL INC 0.05% of their portfolio NEWARK, NJ 430,914430.9k $31.5m $31.5m 0.05% Added +344.6k +344,599
42 Aureus Asset Management, LLC 2.45% of their portfolio BOSTON, MA 417,923417.9k $30.5m $30.5m 2.45% Reduced -15.1k -15,140
43 ASHFORD CAPITAL MANAGEMENT INC 4.35% of their portfolio WILMINGTON, DE 404,279404.3k $29.5m $29.5m 4.35% Reduced -15.5k -15,510
44 LOOMIS SAYLES & CO L P 0.05% of their portfolio BOSTON, MA 399,683399.7k $29.2m $29.2m 0.05% Added +146.4k +146,372
45 Ensign Peak Advisors, Inc 0.06% of their portfolio SALT LAKE CITY, UT 388,779388.8k $28.4m $28.4m 0.06% Reduced -125 -125
46 DAVENPORT & Co LLC 0.22% of their portfolio RICHMOND, VA 386,148386.1k $28.2m $28.2m 0.22% Added +2.3k +2,260
47 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 345,252345.3k $25.2m $25.2m 0.01% Added +2.0k +1,977
48 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 340,740340.7k $24.9m $24.9m 0.02% Added +1.4k +1,434
49 Eversept Partners, LP 2.75% of their portfolio NEW YORK, NY 338,516338.5k $24.7m $24.7m 2.75% New
50 Ophir Asset Management Pty Ltd 5.68% of their portfolio SYDNEY, C3 329,987330.0k $24.1m $24.1m 5.68% Reduced -19.0k -18,967
51 CREDIT SUISSE AG/ 0.02% of their portfolio ZURICH, V8 290,881290.9k $21.2m $21.2m 0.02% Reduced -60.4k -60,369
52 Summit Creek Advisors LLC 2.75% of their portfolio MINNEAPOLIS, MN 276,513276.5k $20.2m $20.2m 2.75% Added +48.1k +48,145
53 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 274,537274.5k $20.1m $20.1m 0.02% Added +2.8k +2,800
54 KORNITZER CAPITAL MANAGEMENT INC /KS 0.40% of their portfolio SHAWNEE MISSION, KS 263,818263.8k $19.3m $19.3m 0.40% Unchanged
55 PUTNAM INVESTMENTS LLC 0.03% of their portfolio BOSTON, MA 250,370250.4k $18.3m $18.3m 0.03% Added +25.7k +25,747
56 DF DENT & CO INC 0.27% of their portfolio BALTIMORE, MD 248,349248.3k $18.1m $18.1m 0.27% Reduced -2.8k -2,803
57 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 244,913244.9k $17.9m $17.9m 0.02% Reduced -90.3k -90,344
58 GLENMEDE TRUST CO NA 0.10% of their portfolio PHILADELPHIA, PA 238,337238.3k $17.4m $17.4m 0.10% Added +1.3k +1,311
59 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 218,566218.6k $16.0m $16.0m 0.01% Reduced -910 -910
60 MACQUARIE GROUP LTD 0.02% of their portfolio Sydney, NSW 2000, C3 216,946216.9k $15.8m $15.8m 0.02% Added +178.7k +178,741
61 EAGLE ASSET MANAGEMENT INC 0.09% of their portfolio ST PETERSBURG, FL 213,298213.3k $15.6m $15.6m 0.09% New
62 FULLER & THALER ASSET MANAGEMENT, INC. 0.09% of their portfolio SAN MATEO, CA 204,710204.7k $15.0m $15.0m 0.09% Added +17.0k +17,010
63 CAMBIAR INVESTORS LLC 0.61% of their portfolio Denver, CO 197,669197.7k $14.4m $14.4m 0.61% Reduced -33.1k -33,113
64 Swiss National Bank 0.01% of their portfolio ZURICH, V8 187,900187.9k $13.7m $13.7m 0.01% Added +3.3k +3,300
65 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 185,009185.0k $13.5m $13.5m 0.01% Reduced -5.1k -5,075
66 FRED ALGER MANAGEMENT, LLC 0.08% of their portfolio NEW YORK, NY 184,201184.2k $13.5m $13.5m 0.08% Added +22 +22
67 Lisanti Capital Growth, LLC 2.09% of their portfolio NEW YORK, NY 180,980181.0k $13.2m $13.2m 2.09% New
68 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.83% of their portfolio Boston, MA 180,637180.6k $13.2m $13.2m 0.83% New
69 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 172,747172.7k $12.6m $12.6m 0.01% Added +17.3k +17,317
70 Redwood Investments, LLC 1.67% of their portfolio BOSTON, MA 169,436169.4k $12.4m $12.4m 1.67% New
71 SCOUT INVESTMENTS, INC. 0.28% of their portfolio KANSAS CITY, MO 167,348167.3k $12.4m $12.4m 0.28% Reduced -4.9k -4,864
72 AMERICAN INTERNATIONAL GROUP, INC. 0.08% of their portfolio New York, NY 161,669161.7k $11.8m $11.8m 0.08% Reduced -7.0k -6,963
73 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 150,348150.3k $11.0m $11.0m 0.01% Unchanged
74 SECTORAL ASSET MANAGEMENT INC 2.05% of their portfolio MONTREAL, A8 143,875143.9k $10.5m $10.5m 2.05% Reduced -39.5k -39,500
75 Motley Fool Wealth Management, LLC 0.60% of their portfolio ALEXANDRIA, VA 141,235141.2k $10.3m $10.3m 0.60% Added +18.3k +18,278
76 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 140,938140.9k $10.3m $10.3m 0.02% Reduced -729 -729
77 Legal & General Group Plc 0.00% of their portfolio London, X0 130,901130.9k $9.6m $9.6m 0.00% Reduced -792 -792
78 PEREGRINE CAPITAL MANAGEMENT LLC 0.29% of their portfolio MINNEAPOLIS, MN 130,879130.9k $9.6m $9.6m 0.29% Reduced -25.1k -25,072
79 Motley Fool Asset Management LLC 0.71% of their portfolio ALEXANDRIA, VA 120,353120.4k $8.8m $8.8m 0.71% Added +26.2k +26,237
80 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 114,810114.8k $8.4m $8.4m 0.03% Reduced -7.5k -7,524
81 UBS Group AG 0.00% of their portfolio ZURICH, V8 110,851110.9k $8.1m $8.1m 0.00% Reduced -15.2k -15,165
82 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 107,962108.0k $7.9m $7.9m 0.01% Added +105.2k +105,152
83 Retirement Systems of Alabama 0.04% of their portfolio MONTGOMERY, AL 106,721106.7k $7.8m $7.8m 0.04% Reduced -3.4k -3,424
84 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 106,703106.7k $7.8m $7.8m 0.00% Reduced -33.7k -33,719
85 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 104,809104.8k $7.7m $7.7m 0.01% Added +59.5k +59,451
86 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 104,536104.5k $7.6m $7.6m 0.00% Added +9.6k +9,603
87 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio New York, NY 98,29598.3k $7.2m $7.2m 0.09% Reduced -9.1k -9,062
88 DFPG INVESTMENTS, LLC 0.61% of their portfolio SANDY, UT 97,16297.2k $6.6m $6.6m 0.61% Reduced -2.8k -2,821
89 Advantage Alpha Capital Partners LP 1.48% of their portfolio SAN FRANCISCO, CA 96,30196.3k $7.0m $7.0m 1.48% Reduced -27.0k -27,038
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 94,13894.1k $6.9m $6.9m 0.01% Reduced -8.4k -8,441
91 MetLife Investment Management, LLC 0.05% of their portfolio Whippany, NJ 91,59991.6k $6.7m $6.7m 0.05% Reduced -2.2k -2,241
92 Moody Aldrich Partners LLC 1.24% of their portfolio MARBLEHEAD, MA 89,81689.8k $6.6m $6.6m 1.24% Added +35.5k +35,476
93 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 89,43189.4k $6.5m $6.5m 0.03% Added +4 +4
94 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 89,31489.3k $6.5m $6.5m 0.01% Added +16.7k +16,683
95 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 88,34988.3k $6.5m $6.5m 0.00% Added +6.6k +6,584
96 NBW CAPITAL LLC 1.57% of their portfolio BOSTON, MA 87,64887.6k $6.4m $6.4m 1.57% Reduced -298 -298
97 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 86,94086.9k $6.4m $6.4m 0.01% Added +340 +340
98 INSPIRION WEALTH ADVISORS, LLC 1.21% of their portfolio LIBERTYVILLE, IL 85,00085.0k $6.2m $6.2m 1.21% Unchanged
99 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 84,73584.7k $6.2m $6.2m 0.01% Added +2.1k +2,075
100 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 84,61784.6k $6.2m $6.2m 0.00% Added +24.7k +24,685