Vault-13

HEALTHEQUITY INC HQY

COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079

352 institutional holders +8 vs Q3 2023
88,125,64088.1m shares reported held*
102.7% of all shares outstanding*
$5.8bnreported value*
45 new 112 added 132 reduced 41 sold out net bought ≈ $27.4m (+461.4k 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 ($5.2m this quarter). Holder counts are more reliable. Shares outstanding: 85.8m as of 2023-11-29, 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 ≈ $66.31. Options: 11 managers hold calls ($16.1m notional), 8 hold puts ($12.0m).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 310Q4 22: 323Q1 23: 312Q2 23: 319Q3 23: 344Q4 23: 352352Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022310
Q4 2022323
Q1 2023312
Q2 2023319
Q3 2023344
Q4 2023352

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 23Q4 23: 157 bought or addedQ4 23: 173 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022159157
Q1 2023152153
Q2 2023140166
Q3 2023180152
Q4 2023157173

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ1 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 0.36Q4 23 calls: $16.1mQ4 23 puts: $12.0mQ4 23P/C 0.75
Numbers
QuarterCallsPutsP/C
Q1 2023$13.2m$7.8m0.59
Q2 2023$7.3m$6.2m0.85
Q3 2023$15.2m$5.4m0.36
Q4 2023$16.1m$12.0m0.75

Biggest buyers

JPMORGAN CHASE & CO Added +1,852,791+1.9m
MORGAN STANLEY Added +884,652+884.7k
MACKENZIE FINANCIAL CORP Added +664,979+665.0k
BlackRock Inc. Added +560,485+560.5k
LOOMIS SAYLES & CO L P Added +480,971+481.0k
Man Group plc New +418,986+419.0k
GOLDMAN SACHS GROUP INC Added +223,428+223.4k
NORGES BANK Added +213,948+213.9k
VICTORY CAPITAL MANAGEMENT INC Added +168,819+168.8k
Eversept Partners, LP Added +156,403+156.4k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -971,454-971.5k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Reduced -862,333-862.3k
Granahan Investment Management, LLC Sold out -489,387-489.4k
FMR LLC Reduced -435,977-436.0k
WASATCH ADVISORS LP Reduced -427,944-427.9k
AMERICAN CENTURY COMPANIES INC Reduced -385,613-385.6k
ArrowMark Colorado Holdings LLC Reduced -369,259-369.3k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -312,899-312.9k
BROWN ADVISORY INC Reduced -255,598-255.6k
TimesSquare Capital Management, LLC Reduced -232,000-232.0k

Biggest calls

UBS Group AG Added $4.8m72.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.1m62.4k shares
SIMPLEX TRADING, LLC Added $2.5m38.2k shares
CITADEL ADVISORS LLC Added $1.6m23.7k shares
Parallax Volatility Advisers, L.P. New $1.2m17.7k shares
PEAK6 Investments LLC Added $934.8k14.1k shares
JANE STREET GROUP, LLC Added $576.8k8.7k shares
Walleye Trading LLC Reduced $218.8k3.3k shares
Walleye Capital LLC Added $205.5k3.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

UBS Group AG Added $6.0m90.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.2m48.5k shares
PEAK6 Investments LLC Reduced $848.6k12.8k shares
Twin Tree Management, LP New $735.9k11.1k shares
CITADEL ADVISORS LLC Added $682.9k10.3k shares
Parallax Volatility Advisers, L.P. New $497.2k7.5k shares
SIMPLEX TRADING, LLC Reduced $26.0k400 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 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
404Q1 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 23Q3 23: 0 buyingQ3 23: 3 sellingQ4 23: 0 buyingQ4 23: 2 sellingQ4 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q4 20230—2$4.9m—
DateInsiderTradeSharesPrice ValueTheir holding
2023-12-19 Sacks Ian FORMER DIRECTOR Sold 45,000 $63.50 $2.9m45.0k shares -29%
2023-12-11 Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER Sold 2,017 $70.09 $141.4k2.0k shares -3%
2023-12-08 Neeleman Stephen FOUNDER AND VICE CHAIRMAN, director Sold 70,000 $68.58 $4.8m70.0k shares -49%
2023-10-13 Murdock Tyson D. SPECIAL ADVISOR Sold plan 1,000 $76.55 $76.5k1.0k shares -1%

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 10,591,92110.6m $702.2m $702.2m 0.02% Added +560.5k +560,485
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,619,4998.6m $571.5m $571.5m 0.01% Added +104.1k +104,084
3 WASATCH ADVISORS LP 2.50% of their portfolio SALT LAKE CITY, UT 6,839,8316.8m $453.5m $453.5m 2.50% Reduced -427.9k -427,944
4 FMR LLC 0.03% of their portfolio BOSTON, MA 5,213,0155.2m $345.6m $345.6m 0.03% Reduced -436.0k -435,977
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,183,8964.2m $277.4m $277.4m 0.01% Added +1.9m +1,852,791
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,956,4103.0m $196.0m $196.0m 0.01% Added +133.6k +133,552
7 Clearbridge Investments, LLC 0.13% of their portfolio NEW YORK, NY 2,357,5722.4m $156.3m $156.3m 0.13% Added +152.9k +152,897
8 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,892,9241.9m $125.5m $125.5m 0.01% Added +84.9k +84,864
9 BROWN ADVISORY INC 0.17% of their portfolio BALTIMORE, MD 1,814,4031.8m $120.3m $120.3m 0.17% Reduced -255.6k -255,598
10 MACKENZIE FINANCIAL CORP 0.18% of their portfolio TORONTO ONTARIO, A6 1,807,4071.8m $119.8m $119.8m 0.18% Added +665.0k +664,979
11 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.34% of their portfolio CHICAGO, IL 1,782,9111.8m $118.2m $118.2m 0.34% Reduced -862.3k -862,333
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,585,6681.6m $105.1m $105.1m 0.00% Added +884.7k +884,652
13 FRANKLIN RESOURCES INC 0.05% of their portfolio San Mateo, CA 1,480,6551.5m $98.2m $98.2m 0.05% Added +96.6k +96,583
14 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,409,7401.4m $93.5m $93.5m 0.03% Added +108.1k +108,108
15 ArrowMark Colorado Holdings LLC 0.89% of their portfolio Denver, CO 1,209,6521.2m $80.2m $80.2m 0.89% Reduced -369.3k -369,259
16 Allspring Global Investments Holdings, LLC 0.13% of their portfolio CHARLOTTE, NC 1,208,6261.2m $80.1m $80.1m 0.13% Reduced -135.7k -135,731
17 Stephens Investment Management Group LLC 1.15% of their portfolio LITTLE ROCK, AR 1,186,4911.2m $78.7m $78.7m 1.15% Added +52.4k +52,383
18 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,129,6341.1m $74.9m $74.9m 0.02% Added +223.4k +223,428
19 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,101,2001.1m $73.0m $73.0m 0.01% Reduced -19.6k -19,574
20 JANUS HENDERSON GROUP PLC 0.04% of their portfolio LONDON, X0 1,088,2671.1m $72.2m $72.2m 0.04% Added +899 +899
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,002,2831.0m $66.5m $66.5m 0.02% Added +21.8k +21,766
22 Van Berkom & Associates Inc. 1.89% of their portfolio MONTREAL, A8 981,351981.4k $65.1m $65.1m 1.89% Reduced -61.1k -61,119
23 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 895,195895.2k $59.4m $59.4m 0.06% Reduced -971.5k -971,454
24 LOOMIS SAYLES & CO L P 0.09% of their portfolio BOSTON, MA 880,654880.7k $58.4m $58.4m 0.09% Added +481.0k +480,971
25 GENEVA CAPITAL MANAGEMENT LLC 1.09% of their portfolio MILWAUKEE, WI 870,735870.7k $57.7m $57.7m 1.09% Reduced -5.6k -5,613
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 830,504830.5k $55.1m $55.1m 0.01% Reduced -22.3k -22,303
27 GW&K Investment Management, LLC 0.50% of their portfolio BOSTON, MA 809,235809.2k $53.7m $53.7m 0.50% Reduced -45.0k -44,963
28 BAMCO INC /NY/ 0.14% of their portfolio NEW YORK, NY 800,000800.0k $53.0m $53.0m 0.14% Unchanged
29 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 667,288667.3k $44.2m $44.2m 0.01% Reduced -18.7k -18,703
30 NORGES BANK 0.01% of their portfolio OSLO, Q8 655,835655.8k $43.5m $43.5m 0.01% Added +213.9k +213,948
31 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 615,149615.1k $40.8m $40.8m 0.01% Added +131.1k +131,106
32 Aristotle Capital Boston, LLC 1.21% of their portfolio BOSTON, MA 599,392599.4k $39.7m $39.7m 1.21% Reduced -21.6k -21,642
33 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio LOS ANGELES, CA 581,342581.3k $38.5m $38.5m 0.10% Added +19.7k +19,680
34 PRUDENTIAL FINANCIAL INC 0.06% of their portfolio NEWARK, NJ 573,143573.1k $38.0m $38.0m 0.06% Added +142.2k +142,229
35 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 572,495572.5k $38.0m $38.0m 0.01% Added +2.9k +2,938
36 SEI INVESTMENTS CO 0.06% of their portfolio OAKS, PA 557,093557.1k $36.9m $36.9m 0.06% Reduced -94.1k -94,083
37 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 514,795514.8k $34.1m $34.1m 0.02% Reduced -385.6k -385,613
38 DAVENPORT & Co LLC 0.23% of their portfolio RICHMOND, VA 507,135507.1k $33.6m $33.6m 0.23% Added +121.0k +120,987
39 Eversept Partners, LP 3.22% of their portfolio NEW YORK, NY 494,919494.9k $32.8m $32.8m 3.22% Added +156.4k +156,403
40 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 481,680481.7k $31.9m $31.9m 0.00% Reduced -148.3k -148,325
41 Point72 Asset Management, L.P. 0.10% of their portfolio STAMFORD, CT 477,378477.4k $31.7m $31.7m 0.10% Reduced -175.6k -175,640
42 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 427,278427.3k $28.3m $28.3m 0.01% Reduced -312.9k -312,899
43 Man Group plc 0.08% of their portfolio LONDON, X0 418,986419.0k $27.8m $27.8m 0.08% New
44 Aureus Asset Management, LLC 2.02% of their portfolio BOSTON, MA 416,571416.6k $27.6m $27.6m 2.02% Reduced -1.4k -1,352
45 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 413,732413.7k $27.4m $27.4m 0.03% Added +168.8k +168,819
46 ASHFORD CAPITAL MANAGEMENT INC 3.63% of their portfolio WILMINGTON, DE 408,682408.7k $27.1m $27.1m 3.63% Added +4.4k +4,403
47 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 352,461352.5k $23.4m $23.4m 0.01% Added +7.2k +7,209
48 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 350,666350.7k $23.2m $23.2m 0.01% Added +9.9k +9,926
49 MACQUARIE GROUP LTD 0.03% of their portfolio Sydney, NSW 2000, C3 344,505344.5k $22.8m $22.8m 0.03% Added +127.6k +127,559
50 Ophir Asset Management Pty Ltd 4.18% of their portfolio SYDNEY, C3 317,677317.7k $21.1m $21.1m 4.18% Reduced -12.3k -12,310
51 TimesSquare Capital Management, LLC 0.30% of their portfolio NEW YORK, NY 304,078304.1k $20.2m $20.2m 0.30% Reduced -232.0k -232,000
52 Ensign Peak Advisors, Inc 0.04% of their portfolio SALT LAKE CITY, UT 277,839277.8k $18.4m $18.4m 0.04% Reduced -110.9k -110,940
53 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 271,226271.2k $18.0m $18.0m 0.02% Reduced -3.3k -3,311
54 Summit Creek Advisors LLC 2.26% of their portfolio MINNEAPOLIS, MN 254,790254.8k $16.9m $16.9m 2.26% Reduced -21.7k -21,723
55 DF DENT & CO INC 0.22% of their portfolio BALTIMORE, MD 253,250253.2k $16.8m $16.8m 0.22% Added +4.9k +4,901
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 228,834228.8k $15.2m $15.2m 0.00% Added +10.3k +10,268
57 FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio SAN MATEO, CA 227,255227.3k $15.1m $15.1m 0.08% Added +22.5k +22,545
58 GLENMEDE TRUST CO NA 0.08% of their portfolio PHILADELPHIA, PA 222,875222.9k $14.8m $14.8m 0.08% Reduced -15.5k -15,462
59 EAGLE ASSET MANAGEMENT INC 0.08% of their portfolio ST PETERSBURG, FL 220,485220.5k $14.6m $14.6m 0.08% Added +7.2k +7,187
60 CAMBIAR INVESTORS LLC 0.52% of their portfolio Denver, CO 200,060200.1k $13.3m $13.3m 0.52% Added +2.4k +2,391
61 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 192,403192.4k $12.8m $12.8m 0.01% Added +84.4k +84,441
62 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 191,783191.8k $12.7m $12.7m 0.01% Added +136.6k +136,643
63 GREAT LAKES ADVISORS, LLC 0.12% of their portfolio CHICAGO, IL 186,977187.0k $12.4m $12.4m 0.12% Added +113.0k +113,047
64 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 185,825185.8k $12.3m $12.3m 0.00% Added +816 +816
65 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 170,583170.6k $11.3m $11.3m 0.01% Reduced -2.2k -2,164
66 Swiss National Bank 0.01% of their portfolio ZURICH, V8 168,700168.7k $11.2m $11.2m 0.01% Reduced -19.2k -19,200
67 SCOUT INVESTMENTS, INC. 0.27% of their portfolio KANSAS CITY, MO 160,104160.1k $10.6m $10.6m 0.27% Reduced -7.2k -7,244
68 AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio New York, NY 156,761156.8k $10.4m $10.4m 0.04% Reduced -4.9k -4,908
69 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 154,209154.2k $10.2m $10.2m 0.01% Reduced -96.2k -96,161
70 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 145,902145.9k $9.7m $9.7m 0.01% Reduced -4.4k -4,446
71 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 140,658140.7k $9.3m $9.3m 0.01% Added +108.2k +108,209
72 Motley Fool Wealth Management, LLC 0.49% of their portfolio ALEXANDRIA, VA 139,580139.6k $9.3m $9.3m 0.49% Reduced -1.7k -1,655
73 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 137,577137.6k $9.1m $9.1m 0.02% Reduced -3.4k -3,361
74 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 134,477134.5k $8.9m $8.9m 0.01% Reduced -156.4k -156,404
75 Legal & General Group Plc 0.00% of their portfolio London, X0 132,491132.5k $8.8m $8.8m 0.00% Added +1.6k +1,590
76 PEREGRINE CAPITAL MANAGEMENT LLC 0.25% of their portfolio MINNEAPOLIS, MN 123,442123.4k $8.2m $8.2m 0.25% Reduced -7.4k -7,437
77 Motley Fool Asset Management LLC 0.60% of their portfolio ALEXANDRIA, VA 121,316121.3k $8.0m $8.0m 0.60% Added +963 +963
78 GM Advisory Group, LLC 0.60% of their portfolio MELVILLE, NY 120,355120.4k $8.0m $8.0m 0.60% Added +90.3k +90,329
79 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 117,542117.5k $7.8m $7.8m 0.01% Added +28.2k +28,228
80 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 112,157112.2k $7.4m $7.4m 0.02% Reduced -2.7k -2,653
81 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 107,243107.2k $7.1m $7.1m 0.03% Added +522 +522
82 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 103,709103.7k $6.9m $6.9m 0.00% Reduced -3.0k -2,994
83 CASTLEARK MANAGEMENT LLC 0.30% of their portfolio CHICAGO, IL 102,770102.8k $6.8m $6.8m 0.30% Added +32.1k +32,080
84 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio New York, NY 102,200102.2k $6.8m $6.8m 0.08% Added +3.9k +3,905
85 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 102,196102.2k $6.8m $6.8m 0.03% Added +12.8k +12,765
86 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 101,306101.3k $6.7m $6.7m 0.00% Reduced -3.2k -3,230
87 DFPG INVESTMENTS, LLC 0.51% of their portfolio SANDY, UT 96,10296.1k $6.5m $6.5m 0.51% Reduced -1.1k -1,060
88 MetLife Investment Management, LLC 0.04% of their portfolio Whippany, NJ 90,92890.9k $6.0m $6.0m 0.04% Reduced -671 -671
89 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 90,11090.1k $6.0m $6.0m 0.01% Reduced -4.0k -4,028
90 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 88,58888.6k $5.9m $5.9m 0.00% Added +239 +239
91 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 88,53688.5k $5.9m $5.9m 0.01% Added +3.8k +3,801
92 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 88,10788.1k $5.8m $5.8m 0.01% Added +1.2k +1,167
93 NBW CAPITAL LLC 1.26% of their portfolio BOSTON, MA 86,61586.6k $5.7m $5.7m 1.26% Reduced -1.0k -1,033
94 INSPIRION WEALTH ADVISORS, LLC 1.01% of their portfolio LIBERTYVILLE, IL 85,00585.0k $5.6m $5.6m 1.01% Added +5 +5
95 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 82,65182.7k $5.5m $5.5m 0.01% Reduced -100 -100
96 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 82,40082.4k $5.5m $5.5m 0.00% Added +1.1k +1,145
97 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 80,44180.4k $5.3m $5.3m 0.00% Reduced -4.2k -4,176
98 KORNITZER CAPITAL MANAGEMENT INC /KS 0.10% of their portfolio SHAWNEE MISSION, KS 75,32675.3k $5.0m $5.0m 0.10% Reduced -188.5k -188,492
99 Weiss Multi-Strategy Advisers LLC 0.13% of their portfolio NEW YORK, NY 75,19075.2k $5.0m $5.0m 0.13% Added +20.7k +20,670
100 Trexquant Investment LP 0.11% of their portfolio STAMFORD, CT 75,11775.1k $5.0m $5.0m 0.11% New