HQY
HealthEquity, Inc.• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Wasatch Advisors Lp | $620.2M | 7.01M | 4.60% | -11.9% |
Swedbank Ab | $124.1M | 1.40M | 0.11% | +64.8% |
Davenport & Co Llc | $84.5M | 962.8K | 0.43% | -11.4% |
Axiom Investment Management Llc | $35M | 396 | 0.01% | Unchanged |
Principal Financial Group Inc | $32M | 361.6K | 0.02% | +13.5% |
Oppenheimer Asset Management Inc. | $20.1M | 226.7K | 0.11% | -2.9% |
Premier Fund Managers Ltd | $12.1M | 138.7K | 1.24% | -4.5% |
One Way Holdings Llc | $11.4M | 128.9K | 0.51% | -6.0% |
Tectonic Advisors Llc | $9.7M | 110.0K | 0.45% | +9.6% |
B. Metzler Seel. Sohn & Co. Ag | $9.1M | 102.3K | 0.08% | -7.9% |
Beacon Investment Advisory Services, Inc. | $8.5M | 96.6K | 0.32% | +2.5% |
Diversify Advisory Services, Llc | $8.4M | 90.8K | 0.13% | +0.2% |
Diversify Wealth Management, Llc | $8.4M | 90.8K | 0.13% | +0.2% |
Channing Capital Management, Llc | $8.2M | 92.4K | 0.21% | New Position |
Mutual Of America Capital Management Llc | $7.9M | 89.8K | 0.08% | -3.0% |
Creative Planning | $7.5M | 84.9K | 0.00% | +7.0% |
New York State Teachers Retirement System | $7M | 79.2K | 0.01% | +0.9% |
Moran Wealth Management, Llc | $6.9M | 77.8K | 0.19% | +4.9% |
Motley Fool Asset Management Llc | $6.9M | 77.5K | 0.26% | -16.7% |
Sumitomo Mitsui Ds Asset Management Company, Ltd | $6.4M | 72.0K | 0.04% | -0.7% |
Summit Creek Advisors Llc | $6.3M | 70.7K | 2.50% | -16.0% |
Achmea Investment Management B.V. | $5.8M | 65.2K | 0.05% | New Position |
Inspirion Wealth Advisors, Llc | $5.7M | 65.0K | 0.65% | Unchanged |
Thompson Investment Management, Inc. | $5.7M | 64.0K | 0.65% | -0.8% |
Atria Investments, Inc | $4.4M | 49.2K | 0.04% | +8.4% |
Moody Aldrich Partners Llc | $4.3M | 49.0K | 0.83% | +116.8% |
Strs Ohio | $4.1M | 45.9K | 0.01% | +31.1% |
Y-Intercept (Hong Kong) Ltd | $4M | 45.6K | 0.09% | +191.4% |
Virginia Retirement Systems Et Al | $3.9M | 44.6K | 0.02% | +53.8% |
Covea Finance | $3.3M | 37.8K | 0.11% | -3.6% |
Cambridge Investment Research Advisors, Inc. | $3.2M | 36.5K | 0.01% | -4.8% |
Amalgamated Bank | $3.2M | 35.9K | 0.02% | -0.0% |
Assenagon Asset Management S.A. | $2.9M | 32.8K | 0.00% | +54.5% |
Physician Wealth Advisors, Inc. | $2.6M | 28.9K | 0.29% | -38.6% |
Apollon Wealth Management, Llc | $2.3M | 26.3K | 0.03% | -32.1% |
Wealth Enhancement Advisory Services, Llc | $2.2M | 32.8K | 0.00% | -3.2% |
Chesley Taft & Associates Llc | $2.2M | 25.1K | 0.08% | -0.5% |
Louisiana State Employees Retirement System | $2.2M | 24.8K | 0.03% | Unchanged |
Arizona State Retirement System | $2.1M | 23.6K | 0.01% | +1.1% |
Yousif Capital Management, Llc | $2M | 22.3K | 0.02% | -7.4% |
Choreo, Llc | $1.9M | 20.9K | 0.02% | -0.1% |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | $1.8M | 20.0K | 0.01% | -1.3% |
First American Bank | $1.7M | 19.6K | 0.10% | -0.8% |
State Of Michigan Retirement System | $1.7M | 19.6K | 0.01% | -0.5% |
Oregon Public Employees Retirement Fund | $1.5M | 17.3K | 0.02% | -1.1% |
Schaper Benz & Wise Investment Counsel Inc/Wi | $1.3M | 14.7K | 0.09% | Unchanged |
Coyle Financial Counsel Llc | $1.2M | 14.1K | 0.23% | -1.2% |
Proshare Advisors Llc | $1.2M | 13.7K | 0.00% | -5.0% |
Milestone Asset Management, Llc | $1.2M | 13.7K | 0.19% | -7.6% |
Gradient Investments Llc | $1.1M | 12.7K | 0.02% | -30.6% |