Vault-13

HEALTHEQUITY INC HQY

COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079

367 institutional holders +15 vs Q4 2023
89,265,53289.3m shares reported held*
103.6% of all shares outstanding*
$7.3bnreported value*
47 new 124 added 137 reduced 36 sold out net bought ≈ $112.9m (+1.4m 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 ($17.3m this quarter). Holder counts are more reliable. Shares outstanding: 86.2m as of 2024-03-13, 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 ≈ $81.58. Options: 7 managers hold calls ($16.2m notional), 7 hold puts ($10.3m).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 310Q4 22: 323Q1 23: 312Q2 23: 319Q3 23: 344Q4 23: 352Q1 24: 367367Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022310
Q4 2022323
Q1 2023312
Q2 2023319
Q3 2023344
Q4 2023352
Q1 2024367

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 23Q1 24: 171 bought or addedQ1 24: 173 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022159157
Q1 2023152153
Q2 2023140166
Q3 2023180152
Q4 2023157173
Q1 2024171173

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ2 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 0.75Q1 24 calls: $16.2mQ1 24 puts: $10.3mQ1 24P/C 0.64
Numbers
QuarterCallsPutsP/C
Q2 2023$7.3m$6.2m0.85
Q3 2023$15.2m$5.4m0.36
Q4 2023$16.1m$12.0m0.75
Q1 2024$16.2m$10.3m0.64

Biggest buyers

Invesco Ltd. Added +829,753+829.8k
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. New +605,710+605.7k
WASATCH ADVISORS LP Added +569,249+569.2k
MILLENNIUM MANAGEMENT LLC Added +509,462+509.5k
Greenhouse Funds LLLP New +506,465+506.5k
UBS Group AG Added +344,841+344.8k
MORGAN STANLEY Added +337,497+337.5k
BlackRock Inc. Added +334,286+334.3k
NORGES BANK Added +244,099+244.1k
MACKENZIE FINANCIAL CORP Added +231,208+231.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,110,980-1.1m
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Reduced -738,485-738.5k
PRUDENTIAL FINANCIAL INC Reduced -425,916-425.9k
Point72 Asset Management, L.P. Reduced -330,624-330.6k
FMR LLC Reduced -251,828-251.8k
Man Group plc Reduced -172,439-172.4k
CITADEL ADVISORS LLC Reduced -154,387-154.4k
JANE STREET GROUP, LLC Reduced -113,481-113.5k
ArrowMark Colorado Holdings LLC Reduced -96,944-96.9k
Allspring Global Investments Holdings, LLC Reduced -95,694-95.7k

Biggest calls

CITADEL ADVISORS LLC Added $7.0m86.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.7m69.9k shares
SIMPLEX TRADING, LLC Reduced $2.2m27.0k shares
JANE STREET GROUP, LLC Added $1.2m14.3k shares
GROUP ONE TRADING LLC New $65.3k800 shares
PEAK6 Investments LLC Reduced $49.0k600 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $3.1m37.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.0m37.3k shares
PEAK6 Investments LLC Added $3.0m36.3k shares
MILLENNIUM MANAGEMENT LLC New $816.3k10.0k shares
SIMPLEX TRADING, LLC Added $326.0k4.0k shares
GROUP ONE TRADING LLC New $130.6k1.6k 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 Q1 2024

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
404Q2 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 23Q4 23: 0 buyingQ4 23: 2 sellingQ1 24: 0 buyingQ1 24: 3 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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—
Q1 20240—3$5.9m$592.2k
DateInsiderTradeSharesPrice ValueTheir holding
2024-03-26 Dilsaver Evelyn S Director Sold 32,500 $79.29 $2.6m32.5k shares -50%
2024-03-22 Kessler Jon PRESIDENT AND CEO, director · by GKF, LLC Sold 33,765 $79.81 $2.7m33.8k shares -21%
2024-03-01 Ladd Delano EVP, GC & CORPORATE SECRETARY Sold plan 2,558 $82.59 $211.3k2.6k shares -5%
2024-02-09 Ladd Delano EVP, GC & CORPORATE SECRETARY Sold plan 2,499 $80.00 $199.9k2.5k shares -5%
2024-01-08 Ladd Delano EVP, GC & CORPORATE SECRETARY Sold plan 2,586 $70.00 $181.0k2.6k shares -5%

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 10,926,20710.9m $891.9m $891.9m 0.02% Added +334.3k +334,286
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,768,6328.8m $715.8m $715.8m 0.01% Added +149.1k +149,133
3 WASATCH ADVISORS LP 3.16% of their portfolio SALT LAKE CITY, UT 7,409,0807.4m $604.8m $604.8m 3.16% Added +569.2k +569,249
4 FMR LLC 0.03% of their portfolio BOSTON, MA 4,961,1875.0m $405.0m $405.0m 0.03% Reduced -251.8k -251,828
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,072,9163.1m $250.8m $250.8m 0.01% Reduced -1.1m -1,110,980
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,053,3323.1m $249.2m $249.2m 0.01% Added +96.9k +96,922
7 Clearbridge Investments, LLC 0.15% of their portfolio NEW YORK, NY 2,333,7132.3m $190.5m $190.5m 0.15% Reduced -23.9k -23,859
8 MACKENZIE FINANCIAL CORP 0.24% of their portfolio TORONTO ONTARIO, A6 2,038,6152.0m $166.4m $166.4m 0.24% Added +231.2k +231,208
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,975,6962.0m $161.3m $161.3m 0.01% Added +82.8k +82,772
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,923,1651.9m $157.0m $157.0m 0.00% Added +337.5k +337,497
11 BROWN ADVISORY INC 0.20% of their portfolio BALTIMORE, MD 1,866,4891.9m $152.4m $152.4m 0.20% Added +52.1k +52,086
12 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,559,3881.6m $127.3m $127.3m 0.04% Added +78.7k +78,733
13 Invesco Ltd. 0.03% of their portfolio ATLANTA, GA 1,444,9021.4m $117.9m $117.9m 0.03% Added +829.8k +829,753
14 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,431,5611.4m $116.9m $116.9m 0.03% Added +21.8k +21,821
15 MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio NEW YORK, NY 1,404,6571.4m $114.7m $114.7m 0.10% Added +509.5k +509,462
16 Stephens Investment Management Group LLC 1.29% of their portfolio LITTLE ROCK, AR 1,184,3601.2m $96.7m $96.7m 1.29% Reduced -2.1k -2,131
17 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,125,9521.1m $91.9m $91.9m 0.02% Reduced -3.7k -3,682
18 Allspring Global Investments Holdings, LLC 0.14% of their portfolio CHARLOTTE, NC 1,112,9321.1m $90.8m $90.8m 0.14% Reduced -95.7k -95,694
19 ArrowMark Colorado Holdings LLC 1.02% of their portfolio Denver, CO 1,112,7081.1m $90.8m $90.8m 1.02% Reduced -96.9k -96,944
20 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 1,100,7151.1m $89.9m $89.9m 0.05% Added +12.4k +12,448
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,060,6661.1m $86.6m $86.6m 0.02% Added +58.4k +58,383
22 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.22% of their portfolio CHICAGO, IL 1,044,4261.0m $85.3m $85.3m 0.22% Reduced -738.5k -738,485
23 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,018,7621.0m $83.2m $83.2m 0.01% Reduced -82.4k -82,438
24 LOOMIS SAYLES & CO L P 0.11% of their portfolio BOSTON, MA 930,866930.9k $76.0m $76.0m 0.11% Added +50.2k +50,212
25 Van Berkom & Associates Inc. 2.12% of their portfolio MONTREAL, A8 913,361913.4k $74.6m $74.6m 2.12% Reduced -68.0k -67,990
26 NORGES BANK 0.01% of their portfolio OSLO, Q8 899,934899.9k $73.5m $73.5m 0.01% Added +244.1k +244,099
27 GENEVA CAPITAL MANAGEMENT LLC 1.24% of their portfolio MILWAUKEE, WI 865,566865.6k $70.7m $70.7m 1.24% Reduced -5.2k -5,169
28 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 802,180802.2k $65.5m $65.5m 0.01% Reduced -28.3k -28,324
29 BAMCO INC /NY/ 0.17% of their portfolio NEW YORK, NY 800,000800.0k $65.3m $65.3m 0.17% Unchanged
30 GW&K Investment Management, LLC 0.57% of their portfolio BOSTON, MA 794,744794.7k $64.9m $64.9m 0.57% Reduced -14.5k -14,491
31 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 659,848659.8k $53.9m $53.9m 0.01% Reduced -7.4k -7,440
32 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 643,076643.1k $52.5m $52.5m 0.01% Added +161.4k +161,396
33 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.43% of their portfolio HOUSTON, TX 605,710605.7k $49.4m $49.4m 0.43% New
34 Aristotle Capital Boston, LLC 1.44% of their portfolio BOSTON, MA 582,663582.7k $47.6m $47.6m 1.44% Reduced -16.7k -16,729
35 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.11% of their portfolio LOS ANGELES, CA 572,935572.9k $46.8m $46.8m 0.11% Reduced -8.4k -8,407
36 SEI INVESTMENTS CO 0.07% of their portfolio OAKS, PA 570,051570.1k $46.5m $46.5m 0.07% Added +13.0k +12,958
37 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 569,078569.1k $46.4m $46.4m 0.01% Reduced -3.4k -3,417
38 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 553,653553.7k $45.2m $45.2m 0.03% Added +38.9k +38,858
39 Greenhouse Funds LLLP 2.61% of their portfolio BALTIMORE, MD 506,465506.5k $41.3m $41.3m 2.61% New
40 DAVENPORT & Co LLC 0.22% of their portfolio RICHMOND, VA 433,384433.4k $35.4m $35.4m 0.22% Reduced -73.8k -73,751
41 Eversept Partners, LP 2.57% of their portfolio NEW YORK, NY 421,345421.3k $34.4m $34.4m 2.57% Reduced -73.6k -73,574
42 Aureus Asset Management, LLC 2.29% of their portfolio BOSTON, MA 411,134411.1k $33.6m $33.6m 2.29% Reduced -5.4k -5,437
43 UBS Group AG 0.01% of their portfolio ZURICH, V8 374,355374.4k $30.6m $30.6m 0.01% Added +344.8k +344,841
44 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 373,573373.6k $30.5m $30.5m 0.01% Reduced -53.7k -53,705
45 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 364,051364.1k $29.7m $29.7m 0.02% Added +13.4k +13,385
46 MACQUARIE GROUP LTD 0.03% of their portfolio Sydney, NSW 2000, C3 363,518363.5k $29.7m $29.7m 0.03% Added +19.0k +19,013
47 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 359,689359.7k $29.4m $29.4m 0.03% Reduced -54.0k -54,043
48 Ophir Asset Management Pty Ltd 4.97% of their portfolio SYDNEY, C3 347,742347.7k $28.4m $28.4m 4.97% Added +30.1k +30,065
49 ASHFORD CAPITAL MANAGEMENT INC 3.77% of their portfolio WILMINGTON, DE 341,512341.5k $27.9m $27.9m 3.77% Reduced -67.2k -67,170
50 Ensign Peak Advisors, Inc 0.05% of their portfolio SALT LAKE CITY, UT 340,592340.6k $27.8m $27.8m 0.05% Added +62.8k +62,753
51 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 330,693330.7k $27.0m $27.0m 0.01% Reduced -21.8k -21,768
52 FULLER & THALER ASSET MANAGEMENT, INC. 0.11% of their portfolio SAN MATEO, CA 317,423317.4k $25.9m $25.9m 0.11% Added +90.2k +90,168
53 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 272,529272.5k $22.2m $22.2m 0.02% Added +1.3k +1,303
54 TimesSquare Capital Management, LLC 0.31% of their portfolio NEW YORK, NY 259,229259.2k $21.2m $21.2m 0.31% Reduced -44.8k -44,849
55 Summit Creek Advisors LLC 2.64% of their portfolio MINNEAPOLIS, MN 256,331256.3k $20.9m $20.9m 2.64% Added +1.5k +1,541
56 DF DENT & CO INC 0.25% of their portfolio BALTIMORE, MD 252,621252.6k $20.6m $20.6m 0.25% Reduced -629 -629
57 Man Group plc 0.05% of their portfolio LONDON, X0 246,547246.5k $20.1m $20.1m 0.05% Reduced -172.4k -172,439
58 GLENMEDE TRUST CO NA 0.10% of their portfolio PHILADELPHIA, PA 237,912237.9k $19.4m $19.4m 0.10% Added +15.0k +15,037
59 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 222,912222.9k $18.2m $18.2m 0.01% Reduced -5.9k -5,922
60 EAGLE ASSET MANAGEMENT INC 0.09% of their portfolio ST PETERSBURG, FL 211,462211.5k $17.3m $17.3m 0.09% Reduced -9.0k -9,023
61 CAMBIAR INVESTORS LLC 0.58% of their portfolio Denver, CO 191,664191.7k $15.6m $15.6m 0.58% Reduced -8.4k -8,396
62 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 188,513188.5k $15.4m $15.4m 0.01% Reduced -3.3k -3,270
63 GREAT LAKES ADVISORS, LLC 0.13% of their portfolio CHICAGO, IL 185,845185.8k $15.2m $15.2m 0.13% Reduced -1.1k -1,132
64 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 185,520185.5k $15.1m $15.1m 0.01% Reduced -305 -305
65 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 176,804176.8k $14.4m $14.4m 0.02% Added +139.8k +139,786
66 Swiss National Bank 0.01% of their portfolio ZURICH, V8 169,300169.3k $13.8m $13.8m 0.01% Added +600 +600
67 AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio New York, NY 154,813154.8k $12.6m $12.6m 0.05% Reduced -1.9k -1,948
68 Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio SEOUL, M5 150,801150.8k $8.7m $8.7m 0.02% Added +13.2k +13,224
69 SCOUT INVESTMENTS, INC. 0.30% of their portfolio KANSAS CITY, MO 150,527150.5k $12.3m $12.3m 0.30% Reduced -9.6k -9,577
70 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 147,227147.2k $12.0m $12.0m 0.02% Reduced -425.9k -425,916
71 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 147,147147.1k $12.0m $12.0m 0.01% Added +1.2k +1,245
72 Point72 Asset Management, L.P. 0.03% of their portfolio STAMFORD, CT 146,754146.8k $12.0m $12.0m 0.03% Reduced -330.6k -330,624
73 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 140,614140.6k $11.5m $11.5m 0.03% Added +123.4k +123,402
74 Motley Fool Wealth Management, LLC 0.58% of their portfolio ALEXANDRIA, VA 137,789137.8k $11.2m $11.2m 0.58% Reduced -1.8k -1,791
75 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 134,661134.7k $11.0m $11.0m 0.01% Added +184 +184
76 Legal & General Group Plc 0.00% of their portfolio London, X0 134,368134.4k $11.0m $11.0m 0.00% Added +1.9k +1,877
77 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 134,267134.3k $11.0m $11.0m 0.01% Reduced -36.3k -36,316
78 Motley Fool Asset Management LLC 0.63% of their portfolio ALEXANDRIA, VA 118,780118.8k $9.7m $9.7m 0.63% Reduced -2.5k -2,536
79 PEREGRINE CAPITAL MANAGEMENT LLC 0.26% of their portfolio MINNEAPOLIS, MN 111,068111.1k $9.1m $9.1m 0.26% Reduced -12.4k -12,374
80 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 107,969108.0k $8.8m $8.8m 0.00% Added +27.5k +27,528
81 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 107,744107.7k $8.8m $8.8m 0.03% Added +501 +501
82 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 107,333107.3k $8.8m $8.8m 0.01% Reduced -10.2k -10,209
83 Advantage Alpha Capital Partners LP 1.62% of their portfolio SAN FRANCISCO, CA 105,284105.3k $8.6m $8.6m 1.62% Added +69.8k +69,760
84 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 104,433104.4k $8.5m $8.5m 0.00% Added +724 +724
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 103,615103.6k $8.5m $8.5m 0.01% Added +2.3k +2,309
86 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 99,26799.3k $8.1m $8.1m 0.02% Reduced -12.9k -12,890
87 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 97,24997.2k $7.9m $7.9m 0.03% Reduced -4.9k -4,947
88 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio New York, NY 96,71596.7k $7.9m $7.9m 0.08% Reduced -5.5k -5,485
89 Diversify Advisory Services, LLC 0.46% of their portfolio SANDY, UT 95,89395.9k $7.8m $7.8m 0.46% First filing
90 CASTLEARK MANAGEMENT LLC 0.31% of their portfolio CHICAGO, IL 90,58090.6k $7.4m $7.4m 0.31% Reduced -12.2k -12,190
91 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 89,54089.5k $7.3m $7.3m 0.00% Added +952 +952
92 GM Advisory Group, LLC 0.51% of their portfolio MELVILLE, NY 89,05289.1k $7.3m $7.3m 0.51% Reduced -31.3k -31,303
93 MetLife Investment Management, LLC 0.05% of their portfolio Whippany, NJ 88,88188.9k $7.3m $7.3m 0.05% Reduced -2.0k -2,047
94 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 88,70388.7k $7.2m $7.2m 0.01% Added +596 +596
95 NBW CAPITAL LLC 1.44% of their portfolio BOSTON, MA 86,39186.4k $7.1m $7.1m 1.44% Reduced -224 -224
96 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 85,85985.9k $7.0m $7.0m 0.01% Reduced -4.3k -4,251
97 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 84,35384.4k $6.9m $6.9m 0.01% Added +58.7k +58,744
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 84,25384.3k $6.9m $6.9m 0.00% Added +1.9k +1,853
99 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 82,85182.9k $6.8m $6.8m 0.01% Added +200 +200
100 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 75,71775.7k $6.2m $6.2m 0.01% Reduced -12.8k -12,819