Vault-13

HEALTHEQUITY INC HQY

COM · Common Stock · CUSIP 42226A107 · ISIN US42226A1079

404 institutional holders +18 vs Q2 2024
89,381,37589.4m shares reported held*
102.4% of all shares outstanding*
$7.3bnreported value*
55 new 141 added 153 reduced 41 sold out net sold ≈ $8.3m (-132.9k 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 ($22.0m this quarter). Holder counts are more reliable. Shares outstanding: 87.3m as of 2024-08-28, 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 ≈ $81.94. Options: 10 managers hold calls ($17.0m notional), 8 hold puts ($8.5m).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 310Q4 22: 323Q1 23: 312Q2 23: 319Q3 23: 344Q4 23: 352Q1 24: 367Q2 24: 386Q3 24: 404404Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022310
Q4 2022323
Q1 2023312
Q2 2023319
Q3 2023344
Q4 2023352
Q1 2024367
Q2 2024386
Q3 2024404

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 outQ1 23: 152 bought or addedQ1 23: 153 cut or sold outQ1 23Q2 23: 140 bought or addedQ2 23: 166 cut or sold outQ3 23: 180 bought or addedQ3 23: 152 cut or sold outQ3 23Q4 23: 157 bought or addedQ4 23: 173 cut or sold outQ1 24: 171 bought or addedQ1 24: 173 cut or sold outQ1 24Q2 24: 206 bought or addedQ2 24: 155 cut or sold outQ3 24: 196 bought or addedQ3 24: 194 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022159157
Q1 2023152153
Q2 2023140166
Q3 2023180152
Q4 2023157173
Q1 2024171173
Q2 2024206155
Q3 2024196194

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ4 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 1.21Q3 24 calls: $17.0mQ3 24 puts: $8.5mQ3 24P/C 0.50
Numbers
QuarterCallsPutsP/C
Q4 2023$16.1m$12.0m0.75
Q1 2024$16.2m$10.3m0.64
Q2 2024$4.6m$5.6m1.21
Q3 2024$17.0m$8.5m0.50

Biggest buyers

WASATCH ADVISORS LP Added +483,269+483.3k
AQR CAPITAL MANAGEMENT LLC Added +251,605+251.6k
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Added +226,563+226.6k
BESSEMER GROUP INC Added +179,475+179.5k
Man Group plc Added +172,950+172.9k
BROWN ADVISORY INC Added +129,815+129.8k
NEXT CENTURY GROWTH INVESTORS LLC New +116,723+116.7k
BARCLAYS PLC Added +112,667+112.7k
AGF MANAGEMENT LTD Added +101,793+101.8k
DAVENPORT & Co LLC Added +75,978+76.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -504,488-504.5k
Generate Investment Management Ltd Sold out -280,557-280.6k
JANUS HENDERSON GROUP PLC Reduced -202,233-202.2k
PRUDENTIAL FINANCIAL INC Reduced -186,493-186.5k
Bank of New York Mellon Corp Reduced -156,288-156.3k
ArrowMark Colorado Holdings LLC Reduced -135,035-135.0k
ExodusPoint Capital Management, LP Sold out -116,971-117.0k
PRINCIPAL FINANCIAL GROUP INC Reduced -95,161-95.2k
Eversept Partners, LP Reduced -94,453-94.5k
Point72 Asset Management, L.P. Sold out -91,129-91.1k

Biggest calls

Twin Tree Management, LP New $10.7m130.8k shares
CITADEL ADVISORS LLC Added $2.5m31.1k shares
JANE STREET GROUP, LLC Added $1.1m13.8k shares
Walleye Capital LLC Added $1.1m13.3k shares
Walleye Trading LLC New $597.5k7.3k shares
WOLVERINE TRADING, LLC New $367.7k4.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $335.6k4.1k shares
SIMPLEX TRADING, LLC Added $130.0k1.6k shares
GROUP ONE TRADING LLC Added $106.4k1.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Twin Tree Management, LP New $4.8m58.3k shares
CITADEL ADVISORS LLC Added $1.3m16.2k shares
PEAK6 Investments LLC Reduced $1.3m16.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $810.3k9.9k shares
SIMPLEX TRADING, LLC Reduced $220.0k2.7k shares
Walleye Capital LLC Reduced $49.1k600 shares
GROUP ONE TRADING LLC New $16.4k200 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 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
404Q4 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 24Q2 24: 0 buyingQ2 24: 2 sellingQ3 24: 0 buyingQ3 24: 4 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q3 20240—4$6.5m$5.1m
DateInsiderTradeSharesPrice ValueTheir holding
2024-09-16 Kessler Jon PRESIDENT AND CEO, director Sold plan 20,999 $78.42 $1.6m21.0k shares -9%
2024-09-16 Kessler Jon PRESIDENT AND CEO, director · by GKF, LLC Sold plan 8,750 $78.43 $686.2k8.8k shares -8%
2024-09-06 Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER Sold 12,296 $77.02 $947.0k12.3k shares -16%
2024-07-25 Neeleman Stephen FOUNDER AND VICE CHAIRMAN, director Sold plan 35,000 $79.86 $2.8m35.0k shares -28%
2024-07-09 Wellborn Gayle Furgurson Director Sold 5,297 $81.34 $430.9k5.3k shares -23%
2024-07-08 Corvino Frank Former Director Sold 7,705 $81.88 $630.9k7.7k shares -56%

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.02% of their portfolio New York, NY 10,941,67010.9m $895.6m $895.6m 0.02% First filing
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,876,4678.9m $726.5m $726.5m 0.01% Added +51.0k +50,963
3 WASATCH ADVISORS LP 3.11% of their portfolio SALT LAKE CITY, UT 7,758,8907.8m $635.1m $635.1m 3.11% Added +483.3k +483,269
4 FMR LLC 0.03% of their portfolio BOSTON, MA 5,290,1165.3m $433.0m $433.0m 0.03% Reduced -39.7k -39,723
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,131,9003.1m $256.3m $256.3m 0.01% Added +23.6k +23,613
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,430,6422.4m $198.9m $198.9m 0.01% Reduced -504.5k -504,488
7 Clearbridge Investments, LLC 0.15% of their portfolio NEW YORK, NY 2,388,3922.4m $195.5m $195.5m 0.15% Added +11.2k +11,188
8 MACKENZIE FINANCIAL CORP 0.27% of their portfolio TORONTO ONTARIO, A6 2,357,5362.4m $193.0m $193.0m 0.27% Reduced -7.0k -6,985
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,078,9772.1m $170.2m $170.2m 0.01% Added +15.1k +15,145
10 BROWN ADVISORY INC 0.19% of their portfolio BALTIMORE, MD 1,862,0101.9m $152.4m $152.4m 0.19% Added +129.8k +129,815
11 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,640,2151.6m $139.4m $139.4m 0.04% Added +11.7k +11,659
12 Invesco Ltd. 0.03% of their portfolio ATLANTA, GA 1,612,3481.6m $132.0m $132.0m 0.03% Added +55.8k +55,766
13 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,581,7231.6m $129.5m $129.5m 0.03% Added +34.3k +34,321
14 Stephens Investment Management Group LLC 1.39% of their portfolio LITTLE ROCK, AR 1,249,0821.2m $102.2m $102.2m 1.39% Reduced -39.0k -38,967
15 LOOMIS SAYLES & CO L P 0.12% of their portfolio BOSTON, MA 1,126,6451.1m $92.2m $92.2m 0.12% Added +24.7k +24,665
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,061,8071.1m $86.9m $86.9m 0.02% Added +14.5k +14,532
17 Allspring Global Investments Holdings, LLC 0.13% of their portfolio CHARLOTTE, NC 1,037,7801.0m $84.9m $84.9m 0.13% Reduced -84.3k -84,277
18 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 1,034,0421.0m $84.6m $84.6m 0.01% Reduced -22.7k -22,690
19 ArrowMark Colorado Holdings LLC 1.03% of their portfolio Denver, CO 985,834985.8k $80.7m $80.7m 1.03% Reduced -135.0k -135,035
20 MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio NEW YORK, NY 947,294947.3k $77.5m $77.5m 0.07% Added +46.6k +46,623
21 Van Berkom & Associates Inc. 2.10% of their portfolio MONTREAL, A8 935,581935.6k $76.6m $76.6m 2.10% Added +5.4k +5,413
22 JANUS HENDERSON GROUP PLC 0.04% of their portfolio LONDON, X0 899,240899.2k $73.6m $73.6m 0.04% Reduced -202.2k -202,233
23 NORGES BANK 0.01% of their portfolio OSLO, Q8 879,632879.6k $72.0m $72.0m 0.01% Reduced -7.0k -7,000
24 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.61% of their portfolio HOUSTON, TX 843,423843.4k $69.0m $69.0m 0.61% Added +226.6k +226,563
25 GENEVA CAPITAL MANAGEMENT LLC 1.15% of their portfolio MILWAUKEE, WI 842,009842.0k $68.9m $68.9m 1.15% Added +640 +640
26 Greenhouse Funds LLLP 3.21% of their portfolio BALTIMORE, MD 792,469792.5k $64.9m $64.9m 3.21% Added +35.8k +35,775
27 GW&K Investment Management, LLC 0.55% of their portfolio BOSTON, MA 790,908790.9k $64.7m $64.7m 0.55% Added +2.3k +2,256
28 BAMCO INC /NY/ 0.16% of their portfolio NEW YORK, NY 750,000750.0k $61.4m $61.4m 0.16% Reduced -50.0k -50,000
29 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 744,886744.9k $61.0m $61.0m 0.01% Reduced -156.3k -156,288
30 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 705,255705.3k $57.7m $57.7m 0.00% Added +66.9k +66,941
31 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 690,439690.4k $56.5m $56.5m 0.01% Reduced -24.7k -24,666
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 647,195647.2k $53.0m $53.0m 0.00% Reduced -2.3k -2,305
33 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 645,871645.9k $52.9m $52.9m 0.01% Reduced -66.0k -66,044
34 SEI INVESTMENTS CO 0.07% of their portfolio OAKS, PA 630,369630.4k $51.6m $51.6m 0.07% Reduced -14.9k -14,875
35 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 602,946602.9k $49.4m $49.4m 0.01% Added +48.5k +48,451
36 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio LOS ANGELES, CA 569,164569.2k $46.6m $46.6m 0.10% Reduced -12.4k -12,365
37 Aristotle Capital Boston, LLC 1.46% of their portfolio BOSTON, MA 538,313538.3k $44.1m $44.1m 1.46% Reduced -3.2k -3,179
38 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 531,767531.8k $43.5m $43.5m 0.03% Reduced -943 -943
39 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio Boston, MA 484,782484.8k $39.7m $39.7m 0.01% Added +33.5k +33,523
40 DAVENPORT & Co LLC 0.23% of their portfolio RICHMOND, VA 480,413480.4k $39.3m $39.3m 0.23% Added +76.0k +75,978
41 FULLER & THALER ASSET MANAGEMENT, INC. 0.15% of their portfolio SAN MATEO, CA 462,475462.5k $37.9m $37.9m 0.15% Added +60.6k +60,627
42 Aureus Asset Management, LLC 2.27% of their portfolio BOSTON, MA 423,082423.1k $34.6m $34.6m 2.27% Reduced -22.9k -22,909
43 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 391,756391.8k $32.1m $32.1m 0.01% Added +70.8k +70,791
44 AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio Greenwich, CT 383,645383.6k $31.2m $31.2m 0.04% Added +251.6k +251,605
45 Woodline Partners LP 0.23% of their portfolio San Francisco, CA 336,783336.8k $27.6m $27.6m 0.23% Added +61.6k +61,587
46 Ensign Peak Advisors, Inc 0.05% of their portfolio SALT LAKE CITY, UT 335,418335.4k $27.5m $27.5m 0.05% Reduced -78.6k -78,601
47 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 332,971333.0k $27.3m $27.3m 0.02% Added +22.8k +22,786
48 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 329,477329.5k $27.0m $27.0m 0.01% Added +6.2k +6,197
49 Eversept Partners, LP 2.00% of their portfolio NEW YORK, NY 319,078319.1k $26.1m $26.1m 2.00% Reduced -94.5k -94,453
50 ASHFORD CAPITAL MANAGEMENT INC 3.12% of their portfolio WILMINGTON, DE 305,222305.2k $25.0m $25.0m 3.12% Reduced -2.5k -2,460
51 MACQUARIE GROUP LTD 0.03% of their portfolio Sydney, NSW 2000, C3 296,651296.7k $24.3m $24.3m 0.03% Reduced -65.7k -65,702
52 DF DENT & CO INC 0.30% of their portfolio BALTIMORE, MD 296,579296.6k $24.3m $24.3m 0.30% Added +61.9k +61,864
53 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 293,624293.6k $24.0m $24.0m 0.05% Added +73.4k +73,404
54 UBS Group AG 0.01% of their portfolio ZURICH, V8 286,564286.6k $23.5m $23.5m 0.01% Reduced -3.1k -3,075
55 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 267,597267.6k $21.9m $21.9m 0.02% Reduced -63.1k -63,091
56 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 266,277266.3k $21.8m $21.8m 0.02% Reduced -12.0k -11,977
57 Ranger Investment Management, L.P. 1.37% of their portfolio DALLAS, TX 260,753260.8k $21.3m $21.3m 1.37% Added +9.8k +9,793
58 Summit Creek Advisors LLC 2.86% of their portfolio MINNEAPOLIS, MN 257,489257.5k $21.1m $21.1m 2.86% Added +17.8k +17,793
59 Ophir Asset Management Pty Ltd 3.17% of their portfolio SYDNEY, C3 251,819251.8k $20.6m $20.6m 3.17% Reduced -82.7k -82,654
60 GLENMEDE TRUST CO NA 0.10% of their portfolio PHILADELPHIA, PA 243,177243.2k $19.9m $19.9m 0.10% Reduced -4.0k -4,043
61 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 242,405242.4k $19.8m $19.8m 0.01% Reduced -95.2k -95,161
62 TimesSquare Capital Management, LLC 0.27% of their portfolio NEW YORK, NY 223,298223.3k $18.3m $18.3m 0.27% Reduced -58.2k -58,182
63 Retirement Systems of Alabama 0.07% of their portfolio MONTGOMERY, AL 214,603214.6k $17.6m $17.6m 0.07% Reduced -1.7k -1,694
64 Man Group plc 0.05% of their portfolio LONDON, X0 212,097212.1k $17.4m $17.4m 0.05% Added +172.9k +172,950
65 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 209,175209.2k $17.1m $17.1m 0.03% Added +48.0k +48,009
66 CAMBIAR INVESTORS LLC 0.59% of their portfolio Denver, CO 188,745188.7k $15.4m $15.4m 0.59% Reduced -1.3k -1,286
67 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 184,636184.6k $15.1m $15.1m 0.01% Reduced -4.0k -3,983
68 BESSEMER GROUP INC 0.02% of their portfolio WOODBRIDGE, NJ 181,963182.0k $14.9m $14.9m 0.02% Added +179.5k +179,475
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 172,713172.7k $14.1m $14.1m 0.00% Reduced -27.1k -27,056
70 Swiss National Bank 0.01% of their portfolio ZURICH, V8 169,900169.9k $13.9m $13.9m 0.01% Added +600 +600
71 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 166,492166.5k $13.6m $13.6m 0.01% Added +112.7k +112,667
72 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 151,318151.3k $12.4m $12.4m 0.01% Added +1.9k +1,911
73 Corebridge Financial, Inc. 0.06% of their portfolio HOUSTON, TX 147,515147.5k $12.1m $12.1m 0.06% Reduced -7.4k -7,421
74 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 145,896145.9k $11.9m $11.9m 0.01% Reduced -32.0k -31,971
75 EAGLE ASSET MANAGEMENT INC 0.07% of their portfolio ST PETERSBURG, FL 141,939141.9k $14.0m $14.0m 0.07% Reduced -40.0k -39,999
76 Motley Fool Wealth Management, LLC 0.58% of their portfolio ALEXANDRIA, VA 141,135141.1k $11.6m $11.6m 0.58% Reduced -2.3k -2,274
77 Legal & General Group Plc 0.00% of their portfolio London, X0 140,153140.2k $11.5m $11.5m 0.00% Reduced -2.2k -2,220
78 AGF MANAGEMENT LTD 0.05% of their portfolio TORONTO, A6 131,038131.0k $10.7m $10.7m 0.05% Added +101.8k +101,793
79 Grandeur Peak Global Advisors, LLC 0.85% of their portfolio SALT LAKE CITY, UT 125,811125.8k $10.3m $10.3m 0.85% Added +19.6k +19,623
80 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 119,346119.3k $9.8m $9.8m 0.00% Added +1.6k +1,612
81 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 118,460118.5k $9.7m $9.7m 0.01% Reduced -20.9k -20,877
82 SCOUT INVESTMENTS, INC. 0.27% of their portfolio KANSAS CITY, MO 118,277118.3k $10.1m $10.1m 0.27% Reduced -19.1k -19,111
83 NEXT CENTURY GROWTH INVESTORS LLC 0.77% of their portfolio PLYMOUTH, MN 116,723116.7k $9.6m $9.6m 0.77% New
84 PEREGRINE CAPITAL MANAGEMENT LLC 0.28% of their portfolio MINNEAPOLIS, MN 112,794112.8k $9.2m $9.2m 0.28% Added +268 +268
85 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 111,955112.0k $9.2m $9.2m 0.01% Added +19.9k +19,906
86 Motley Fool Asset Management LLC 0.53% of their portfolio ALEXANDRIA, VA 111,757111.8k $9.0m $9.0m 0.53% Added +531 +531
87 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 111,561111.6k $9.1m $9.1m 0.00% Reduced -4.1k -4,053
88 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio CAUSEWAY BAY, K3 109,806109.8k $9.0m $9.0m 0.02% Reduced -8.9k -8,942
89 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 109,162109.2k $8.9m $8.9m 0.04% Added +24.3k +24,266
90 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 102,107102.1k $8.4m $8.4m 0.01% Added +43.1k +43,084
91 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 100,671100.7k $8.2m $8.2m 0.01% Reduced -3.8k -3,823
92 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 99,11099.1k $8.1m $8.1m 0.02% Reduced -700 -700
93 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% of their portfolio New York, NY 97,71897.7k $8.0m $8.0m 0.08% Added +648 +648
94 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 93,91093.9k $7.7m $7.7m 0.00% Added +11.6k +11,636
95 DIVERSIFY WEALTH MANAGEMENT, LLC 0.78% of their portfolio SANDY, UT 92,41792.4k $8.1m $8.1m 0.78% Reduced -2.5k -2,505
96 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 91,75491.8k $7.5m $7.5m 0.03% Added +4.9k +4,878
97 MetLife Investment Management, LLC 0.04% of their portfolio Whippany, NJ 91,40191.4k $7.5m $7.5m 0.04% Reduced -1.7k -1,694
98 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 90,70590.7k $7.4m $7.4m 0.01% Reduced -19.8k -19,840
99 NBW CAPITAL LLC 1.38% of their portfolio BOSTON, MA 89,65689.7k $7.3m $7.3m 1.38% Added +1.3k +1,308
100 GM Advisory Group, LLC 0.44% of their portfolio MELVILLE, NY 89,01389.0k $7.3m $7.3m 0.44% Unchanged