Vault-13

HEALTHEQUITY INC HQY

COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079

386 institutional holders +19 vs Q1 2024
89,180,92889.2m shares reported held*
102.5% of all shares outstanding*
$7.7bnreported value*
51 new 155 added 122 reduced 33 sold out net sold ≈ $13.8m (-207.2k 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 ($27.8m this quarter). Holder counts are more reliable. Shares outstanding: 87.0m as of 2024-05-29, 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 ≈ $86.17. Options: 7 managers hold calls ($4.6m notional), 6 hold puts ($5.6m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 310Q4 22: 323Q1 23: 312Q2 23: 319Q3 23: 344Q4 23: 352Q1 24: 367Q2 24: 386386Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022310
Q4 2022323
Q1 2023312
Q2 2023319
Q3 2023344
Q4 2023352
Q1 2024367
Q2 2024386

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 22: 159 bought or addedQ4 22: 157 cut or sold outQ4 22Q1 23: 152 bought or addedQ1 23: 153 cut or sold outQ2 23: 140 bought or addedQ2 23: 166 cut or sold outQ2 23Q3 23: 180 bought or addedQ3 23: 152 cut or sold outQ4 23: 157 bought or addedQ4 23: 173 cut or sold outQ4 23Q1 24: 171 bought or addedQ1 24: 173 cut or sold outQ2 24: 206 bought or addedQ2 24: 155 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022159157
Q1 2023152153
Q2 2023140166
Q3 2023180152
Q4 2023157173
Q1 2024171173
Q2 2024206155

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ3 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 0.64Q2 24 calls: $4.6mQ2 24 puts: $5.6mQ2 24P/C 1.21
Numbers
QuarterCallsPutsP/C
Q3 2023$15.2m$5.4m0.36
Q4 2023$16.1m$12.0m0.75
Q1 2024$16.2m$10.3m0.64
Q2 2024$4.6m$5.6m1.21

Biggest buyers

FMR LLC Added +368,652+368.7k
MACKENZIE FINANCIAL CORP Added +325,906+325.9k
Generate Investment Management Ltd New +280,557+280.6k
Woodline Partners LP New +275,196+275.2k
Ranger Investment Management, L.P. New +250,960+251.0k
Greenhouse Funds LLLP Added +250,229+250.2k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +218,847+218.8k
Thrivent Financial for Lutherans Added +198,718+198.7k
LOOMIS SAYLES & CO L P Added +171,114+171.1k
California Public Employees Retirement System Added +163,038+163.0k

Biggest sellers

MORGAN STANLEY Reduced -1,284,851-1.3m
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Sold out -1,044,426-1.0m
MILLENNIUM MANAGEMENT LLC Reduced -503,986-504.0k
GOLDMAN SACHS GROUP INC Reduced -414,037-414.0k
Man Group plc Reduced -207,400-207.4k
BlackRock Inc. Reduced -186,714-186.7k
AMERICAN INTERNATIONAL GROUP, INC. Sold out -154,813-154.8k
Mirae Asset Global Investments Co., Ltd. Reduced -150,503-150.5k
JPMORGAN CHASE & CO Reduced -137,786-137.8k
BARCLAYS PLC Reduced -134,688-134.7k

Biggest calls

CITADEL ADVISORS LLC Reduced $1.8m21.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.7m19.9k shares
JANE STREET GROUP, LLC Reduced $956.8k11.1k shares
SIMPLEX TRADING, LLC Reduced $112.0k1.3k shares
GROUP ONE TRADING LLC Reduced $17.2k200 shares
Walleye Capital LLC New $8.6k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

PEAK6 Investments LLC Reduced $2.8m32.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.6m18.4k shares
CITADEL ADVISORS LLC Reduced $603.4k7.0k shares
Walleye Capital LLC New $318.9k3.7k shares
SIMPLEX TRADING, LLC Reduced $249.0k2.9k 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 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
404Q3 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 23Q1 24: 0 buyingQ1 24: 3 sellingQ2 24: 0 buyingQ2 24: 2 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q2 20240—2$7.6m$7.6m
DateInsiderTradeSharesPrice ValueTheir holding
2024-06-25 Kessler Jon PRESIDENT AND CEO, director Sold plan 6,675 $83.08 $554.6k6.7k shares -3%
2024-06-25 Kessler Jon PRESIDENT AND CEO, director · by GKF, LLC Sold plan 2,781 $83.08 $231.0k2.8k shares -2%
2024-06-24 Kessler Jon PRESIDENT AND CEO, director Sold plan 32,326 $82.83 $2.7m32.3k shares -12%
2024-06-24 Kessler Jon PRESIDENT AND CEO, director · by GKF, LLC Sold plan 13,469 $82.82 $1.1m13.5k shares -11%
2024-06-07 Neeleman Stephen FOUNDER AND VICE CHAIRMAN, director Sold plan 2,080 $85.01 $176.8k2.1k shares -2%
2024-06-06 Neeleman Stephen FOUNDER AND VICE CHAIRMAN, director Sold plan 7,484 $85.05 $636.5k7.5k shares -8%
2024-06-05 Neeleman Stephen FOUNDER AND VICE CHAIRMAN, director Sold plan 25,036 $85.06 $2.1m25.0k shares -22%
2024-06-04 Neeleman Stephen FOUNDER AND VICE CHAIRMAN, director Sold plan 400 $85.00 $34.0k400 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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 10,739,49310.7m $925.7m $925.7m 0.02% Reduced -186.7k -186,714
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,825,5048.8m $760.8m $760.8m 0.01% Added +56.9k +56,872
3 WASATCH ADVISORS LP 3.35% of their portfolio SALT LAKE CITY, UT 7,275,6217.3m $627.2m $627.2m 3.35% Reduced -133.5k -133,459
4 FMR LLC 0.03% of their portfolio BOSTON, MA 5,329,8395.3m $459.4m $459.4m 0.03% Added +368.7k +368,652
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,108,2873.1m $267.9m $267.9m 0.01% Added +55.0k +54,955
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,935,1302.9m $253.0m $253.0m 0.01% Reduced -137.8k -137,786
7 Clearbridge Investments, LLC 0.17% of their portfolio NEW YORK, NY 2,377,2042.4m $204.9m $204.9m 0.17% Added +43.5k +43,491
8 MACKENZIE FINANCIAL CORP 0.30% of their portfolio TORONTO ONTARIO, A6 2,364,5212.4m $203.8m $203.8m 0.30% Added +325.9k +325,906
9 GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BOSTON, MA 2,063,8322.1m $177.9m $177.9m 0.02% Added +88.1k +88,136
10 BROWN ADVISORY INC 0.20% of their portfolio BALTIMORE, MD 1,732,1951.7m $149.3m $149.3m 0.20% Reduced -134.3k -134,294
11 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,628,5561.6m $140.4m $140.4m 0.04% Added +69.2k +69,168
12 Invesco Ltd. 0.03% of their portfolio ATLANTA, GA 1,556,5821.6m $134.2m $134.2m 0.03% Added +111.7k +111,680
13 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,547,4021.5m $133.4m $133.4m 0.03% Added +115.8k +115,841
14 Stephens Investment Management Group LLC 1.55% of their portfolio LITTLE ROCK, AR 1,288,0491.3m $111.0m $111.0m 1.55% Added +103.7k +103,689
15 Allspring Global Investments Holdings, LLC 0.16% of their portfolio CHARLOTTE, NC 1,122,0571.1m $96.7m $96.7m 0.16% Added +9.1k +9,125
16 ArrowMark Colorado Holdings LLC 1.15% of their portfolio Denver, CO 1,120,8691.1m $96.6m $96.6m 1.15% Added +8.2k +8,161
17 LOOMIS SAYLES & CO L P 0.13% of their portfolio BOSTON, MA 1,101,9801.1m $95.0m $95.0m 0.13% Added +171.1k +171,114
18 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 1,101,4731.1m $94.9m $94.9m 0.05% Added +758 +758
19 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 1,056,7321.1m $91.1m $91.1m 0.02% Added +38.0k +37,970
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,047,2751.0m $90.3m $90.3m 0.02% Reduced -13.4k -13,391
21 Van Berkom & Associates Inc. 2.40% of their portfolio MONTREAL, A8 930,168930.2k $80.2m $80.2m 2.40% Added +16.8k +16,807
22 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 901,174901.2k $77.7m $77.7m 0.01% Added +99.0k +98,994
23 MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio NEW YORK, NY 900,671900.7k $77.6m $77.6m 0.06% Reduced -504.0k -503,986
24 NORGES BANK 0.01% of their portfolio OSLO, Q8 886,632886.6k $76.4m $76.4m 0.01% Reduced -13.3k -13,302
25 GENEVA CAPITAL MANAGEMENT LLC 1.32% of their portfolio MILWAUKEE, WI 841,369841.4k $72.5m $72.5m 1.32% Reduced -24.2k -24,197
26 BAMCO INC /NY/ 0.20% of their portfolio NEW YORK, NY 800,000800.0k $69.0m $69.0m 0.20% Unchanged
27 GW&K Investment Management, LLC 0.62% of their portfolio BOSTON, MA 788,652788.7k $68.0m $68.0m 0.62% Reduced -6.1k -6,092
28 Greenhouse Funds LLLP 3.42% of their portfolio BALTIMORE, MD 756,694756.7k $65.2m $65.2m 3.42% Added +250.2k +250,229
29 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 715,105715.1k $61.6m $61.6m 0.01% Added +55.3k +55,257
30 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 711,915711.9k $61.4m $61.4m 0.01% Reduced -414.0k -414,037
31 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 649,500649.5k $56.0m $56.0m 0.01% Added +6.4k +6,424
32 SEI INVESTMENTS CO 0.08% of their portfolio OAKS, PA 645,244645.2k $55.6m $55.6m 0.08% Added +75.2k +75,193
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 638,314638.3k $55.0m $55.0m 0.00% Reduced -1.3m -1,284,851
34 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.49% of their portfolio HOUSTON, TX 616,860616.9k $53.2m $53.2m 0.49% Added +11.2k +11,150
35 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.12% of their portfolio LOS ANGELES, CA 581,529581.5k $50.1m $50.1m 0.12% Added +8.6k +8,594
36 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 554,495554.5k $47.8m $47.8m 0.01% Reduced -14.6k -14,583
37 Aristotle Capital Boston, LLC 1.57% of their portfolio BOSTON, MA 541,492541.5k $46.7m $46.7m 1.57% Reduced -41.2k -41,171
38 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 532,710532.7k $45.9m $45.9m 0.03% Reduced -20.9k -20,943
39 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 451,259451.3k $38.9m $38.9m 0.01% Added +77.7k +77,686
40 Aureus Asset Management, LLC 2.69% of their portfolio BOSTON, MA 445,991446.0k $38.4m $38.4m 2.69% Added +34.9k +34,857
41 Ensign Peak Advisors, Inc 0.07% of their portfolio SALT LAKE CITY, UT 414,019414.0k $35.7m $35.7m 0.07% Added +73.4k +73,427
42 Eversept Partners, LP 2.73% of their portfolio NEW YORK, NY 413,531413.5k $35.6m $35.6m 2.73% Reduced -7.8k -7,814
43 DAVENPORT & Co LLC 0.22% of their portfolio RICHMOND, VA 404,435404.4k $34.9m $34.9m 0.22% Reduced -28.9k -28,949
44 FULLER & THALER ASSET MANAGEMENT, INC. 0.15% of their portfolio SAN MATEO, CA 401,848401.8k $34.6m $34.6m 0.15% Added +84.4k +84,425
45 MACQUARIE GROUP LTD 0.04% of their portfolio Sydney, NSW 2000, C3 362,353362.4k $31.2m $31.2m 0.04% Reduced -1.2k -1,165
46 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 337,566337.6k $29.1m $29.1m 0.02% Reduced -26.5k -26,485
47 Ophir Asset Management Pty Ltd 5.11% of their portfolio SYDNEY, C3 334,473334.5k $28.8m $28.8m 5.11% Reduced -13.3k -13,269
48 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 330,688330.7k $28.5m $28.5m 0.03% Reduced -29.0k -29,001
49 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 323,280323.3k $27.9m $27.9m 0.01% Added +218.8k +218,847
50 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 320,965321.0k $27.7m $27.7m 0.01% Reduced -9.7k -9,728
51 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 310,185310.2k $26.7m $26.7m 0.02% Added +163.0k +163,038
52 ASHFORD CAPITAL MANAGEMENT INC 3.58% of their portfolio WILMINGTON, DE 307,682307.7k $26.5m $26.5m 3.58% Reduced -33.8k -33,830
53 UBS Group AG 0.01% of their portfolio ZURICH, V8 289,639289.6k $25.0m $25.0m 0.01% Reduced -84.7k -84,716
54 TimesSquare Capital Management, LLC 0.38% of their portfolio NEW YORK, NY 281,480281.5k $24.3m $24.3m 0.38% Added +22.3k +22,251
55 Generate Investment Management Ltd 1.76% of their portfolio AUCKLAND, Q2 280,557280.6k $24.2m $24.2m 1.76% New
56 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 278,254278.3k $24.0m $24.0m 0.02% Added +5.7k +5,725
57 Woodline Partners LP 0.23% of their portfolio San Francisco, CA 275,196275.2k $23.7m $23.7m 0.23% New
58 Ranger Investment Management, L.P. 1.47% of their portfolio DALLAS, TX 250,960251.0k $21.6m $21.6m 1.47% New
59 GLENMEDE TRUST CO NA 0.11% of their portfolio PHILADELPHIA, PA 247,220247.2k $21.3m $21.3m 0.11% Added +9.3k +9,308
60 Summit Creek Advisors LLC 2.83% of their portfolio MINNEAPOLIS, MN 239,696239.7k $20.7m $20.7m 2.83% Reduced -16.6k -16,635
61 DF DENT & CO INC 0.26% of their portfolio BALTIMORE, MD 234,715234.7k $20.2m $20.2m 0.26% Reduced -17.9k -17,906
62 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 220,220220.2k $19.0m $19.0m 0.04% Added +198.7k +198,718
63 Retirement Systems of Alabama 0.07% of their portfolio MONTGOMERY, AL 216,297216.3k $18.6m $18.6m 0.07% Added +108.6k +108,553
64 PRUDENTIAL FINANCIAL INC 0.03% of their portfolio NEWARK, NJ 202,274202.3k $17.4m $17.4m 0.03% Added +55.0k +55,047
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 199,769199.8k $17.2m $17.2m 0.00% Reduced -23.1k -23,143
66 CAMBIAR INVESTORS LLC 0.64% of their portfolio Denver, CO 190,031190.0k $16.4m $16.4m 0.64% Reduced -1.6k -1,633
67 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 188,619188.6k $16.3m $16.3m 0.01% Added +3.1k +3,099
68 EAGLE ASSET MANAGEMENT INC 0.08% of their portfolio ST PETERSBURG, FL 181,938181.9k $15.8m $15.8m 0.08% Reduced -29.5k -29,524
69 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 177,867177.9k $15.3m $15.3m 0.02% Added +70.5k +70,534
70 Swiss National Bank 0.01% of their portfolio ZURICH, V8 169,300169.3k $14.6m $14.6m 0.01% Unchanged
71 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 161,166161.2k $13.9m $13.9m 0.03% Added +20.6k +20,552
72 Corebridge Financial, Inc. 0.07% of their portfolio HOUSTON, TX 154,936154.9k $13.4m $13.4m 0.07% First filing
73 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 149,407149.4k $12.9m $12.9m 0.01% Added +15.1k +15,140
74 GREAT LAKES ADVISORS, LLC 0.11% of their portfolio CHICAGO, IL 146,026146.0k $12.6m $12.6m 0.11% Reduced -39.8k -39,819
75 Motley Fool Wealth Management, LLC 0.63% of their portfolio ALEXANDRIA, VA 143,409143.4k $12.3m $12.3m 0.63% Added +5.6k +5,620
76 Overbrook Management Corp 3.10% of their portfolio NEW YORK, NY 142,501142.5k $12.3m $12.3m 3.10% New
77 Legal & General Group Plc 0.00% of their portfolio London, X0 142,373142.4k $12.3m $12.3m 0.00% Added +8.0k +8,005
78 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 139,337139.3k $12.0m $12.0m 0.01% Added +55.0k +54,984
79 SCOUT INVESTMENTS, INC. 0.32% of their portfolio KANSAS CITY, MO 137,388137.4k $11.8m $11.8m 0.32% Reduced -13.1k -13,139
80 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 132,040132.0k $11.0m $11.0m 0.02% Reduced -44.8k -44,764
81 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 126,599126.6k $10.9m $10.9m 0.01% Added +99.4k +99,422
82 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio CAUSEWAY BAY, K3 118,748118.7k $10.2m $10.2m 0.02% First filing
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 117,734117.7k $10.1m $10.1m 0.00% Added +33.5k +33,481
84 ExodusPoint Capital Management, LP 0.11% of their portfolio NEW YORK, NY 116,971117.0k $10.1m $10.1m 0.11% New
85 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 115,614115.6k $10.0m $10.0m 0.00% Added +7.6k +7,645
86 PEREGRINE CAPITAL MANAGEMENT LLC 0.28% of their portfolio MINNEAPOLIS, MN 112,526112.5k $9.7m $9.7m 0.28% Added +1.5k +1,458
87 Motley Fool Asset Management LLC 0.64% of their portfolio ALEXANDRIA, VA 111,226111.2k $9.6m $9.6m 0.64% Reduced -7.6k -7,554
88 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 110,545110.5k $9.5m $9.5m 0.01% Added +21.8k +21,842
89 Grandeur Peak Global Advisors, LLC 0.73% of their portfolio SALT LAKE CITY, UT 106,188106.2k $9.2m $9.2m 0.73% Added +47.2k +47,208
90 Advantage Alpha Capital Partners LP 1.98% of their portfolio SAN FRANCISCO, CA 105,260105.3k $9.1m $9.1m 1.98% Reduced -24 -24
91 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 104,494104.5k $9.0m $9.0m 0.01% Added +879 +879
92 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 99,81099.8k $8.6m $8.6m 0.02% Added +543 +543
93 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio New York, NY 97,07097.1k $8.4m $8.4m 0.09% Added +355 +355
94 DIVERSIFY WEALTH MANAGEMENT, LLC 0.80% of their portfolio SANDY, UT 94,92294.9k $6.5m $6.5m 0.80% First filing
95 MetLife Investment Management, LLC 0.05% of their portfolio Whippany, NJ 93,09593.1k $8.0m $8.0m 0.05% Added +4.2k +4,214
96 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 92,04992.0k $7.9m $7.9m 0.01% Added +54.0k +54,033
97 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 91,96992.0k $7.9m $7.9m 0.01% Added +22.5k +22,508
98 Point72 Asset Management, L.P. 0.03% of their portfolio STAMFORD, CT 91,12991.1k $7.9m $7.9m 0.03% Reduced -55.6k -55,625
99 CASTLEARK MANAGEMENT LLC 0.32% of their portfolio CHICAGO, IL 89,80089.8k $7.7m $7.7m 0.32% Reduced -780 -780
100 GM Advisory Group, LLC 0.50% of their portfolio MELVILLE, NY 89,01389.0k $7.7m $7.7m 0.50% Reduced -39 -39