Healthequity Inc Com

Pages

Healthequity Inc Com

$HQY

Search Table
Pages

NewIncreasedMaintainedDecreasedLiquidated
1372295720
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Pacer Advisors, Inc.03-31-2021Common Stock8,840Increased4.050.01601,000.001.5267.99Form 13
Uma Financial Services, Inc.03-31-2021Com65,188Maintained0.000.004,355,000.00-14.3266.81Form 13
Dfpg Investments, Llc03-31-2021Com99,050Maintained0.002.836,618,000.00-11.2366.81Form 13
Sound Income Strategies, Llc03-31-2021Com80Maintained0.000.005,440,000.0090,566.6768,000.00Form 13
Global Retirement Partners, Llc03-31-2021Com570Increased0.710.0039,000.000.0068.42Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Crossmark Global Holdings, Inc.03-31-2021Com11,400Increased5.950.02775,000.003.3367.98Form 13
Retirement Systems Of Alabama03-31-2021Com108,228Increased8.020.037,360,000.005.3868.00Form 13
Inspirion Wealth Advisors, Llc03-31-2021Com24,000Decreased-50.000.431,632,000.00-51.2368.00Form 13
Harbor Investment Advisory, Llc03-31-2021Stock200Maintained0.000.0014,000.000.0070.00Form 13
Next Financial Group, Inc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Bartlett & Co. Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Schaper Benz & Wise Investment Counsel Inc/wi03-31-2021Com17,323Increased0.290.111,178,000.00-2.1668.00Form 13
Oregon Public Employees Retirement Fund03-31-2021Com27,217Increased6.790.021,851,000.004.1668.01Form 13
Summit Creek Advisors Llc03-31-2021Com204,563Decreased-2.331.6613,910,000.00-4.7368.00Form 13
Gemmer Asset Management Llc03-31-2021Com43Increased7.500.003,000.000.0069.77Form 13
V Wealth Advisors Llc03-31-2021Com6,188Decreased-11.450.08421,000.00-13.5568.03Form 13
Syquant Capital Sas03-31-2021Com125,000New!0.002.208,500,000.000.0068.00Form 13
Gradient Investments Llc03-31-2021Com48Decreased-99.680.003,000.00-99.6262.50Form 13
Private Advisor Group, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
New York State Teachers Retirement System03-31-2021Com68,700Increased3.460.014,672,000.000.9368.01Form 13
Sheets Smith Wealth Management03-31-2021Com5,035Maintained0.000.05342,000.00-2.5667.92Form 13
Bbva Usa Bancshares, Inc.03-31-2021Com5,321Decreased-0.820.02362,000.00-3.2168.03Form 13
Fieldpoint Private Securities, Llc03-31-2021Stock15Maintained0.000.001,000.000.0066.67Form 13
Keeler Thomas Management Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Strs Ohio03-31-2021Com9,900Increased5.320.00673,000.002.7567.98Form 13
Nj State Employees Deferred Compensation Plan03-31-2021Com5,000Maintained0.000.05340,000.00-2.5868.00Form 13
Simplex Trading, Llc03-31-2021Com5,585Decreased-9.380.00379,000.00-11.6667.86Form 13
Radnor Capital Management, Llc03-31-2021Com7,020Decreased-1.680.15477,000.00-4.2267.95Form 13
New Mexico Educational Retirement Board03-31-2021Com13,400Decreased-8.840.04911,000.0020.6667.99Form 13
Nisa Investment Advisors, Llc03-31-2021Com3,045Maintained0.000.00207,000.00-2.3667.98Form 13
Janney Montgomery Scott Llc03-31-2021Common Stock4,573Decreased-19.530.00311,000.00-21.4668.01Form 13
State Of New Jersey Common Pension Fund D03-31-2021Com46,721Increased3.470.013,177,000.000.9268.00Form 13
Cwm, Llc03-31-2021Com148,118Increased1.990.0910,072,000.00-0.5168.00Form 13
Tarbox Family Office, Inc.03-31-2021Com13Maintained0.000.001,000.000.0076.92Form 13
Concorde Asset Management, Llc03-31-2021Com3,274Maintained0.000.13223,000.000.0068.11Form 13
Savior Llc03-31-2021Stock9Maintained0.000.001,000.000.00111.11Form 13
Lindbrook Capital, Llc03-31-2021Stock24Maintained0.000.002,000.000.0083.33Form 13
Us Bancorp \de\03-31-2021Common Stock22,089Decreased-13.190.001,503,000.00-15.28137.51Form 13
Meeder Asset Management Inc03-31-2021Com28Increased7.690.002,000.000.0071.43Form 13
Davenport & Co Llc03-31-2021Com17,043Decreased-27.210.011,159,000.00-28.9868.00Form 13
Comerica Bank03-31-2021Com46,431Increased2.339.993,414,000.00-11.85150.44Form 13
Ziegler Capital Management, Llc03-31-2021Com93,660Decreased-21.790.206,368,000.00-23.72135.98Form 13
Handelsbanken Fonder Ab03-31-2021Com15,216Maintained0.000.011,035,000.00-2.4568.02Form 13
Allworth Financial Lp03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Tci Wealth Advisors, Inc.03-31-2021Com120Increased122.220.008,000.00100.0066.67Form 13
Pinnacle Wealth Planning Services, Inc.03-31-2021Stock0Liquidated!-100.000.000.000.000.00Form 13
Signaturefd, Llc03-31-2021Com623Increased5.410.0042,000.002.4467.42Form 13
Creative Planning03-31-2021Com3,546Increased0.600.00241,000.00-2.0367.96Form 13
Exane Derivatives03-31-2021Stock4Decreased-94.200.08272,000.00-94.3568,000.00Form 13
Ifp Advisors, Inc03-31-2021Stock0Maintained0.000.000.000.000.00Form 13
Wealthcare Advisory Partners Llc03-31-2021Common200New!0.000.0014,000.000.0070.00Form 13
Trustcore Financial Services, Llc03-31-2021Com270Maintained0.000.0018,000.00-5.2666.67Form 13
Kornitzer Capital Management Inc /ks03-31-2021Com486,355Increased223.310.5333,072,000.00215.3968.00Form 13
Geneva Capital Management Llc03-31-2021Com1,084,207Decreased-2.091.2673,726,000.00-4.49136.00Form 13
Texas Permanent School Fund03-31-2021Com61,947Increased0.370.054,212,000.00-2.0967.99Form 13
Zurcher Kantonalbank (zurich Cantonalbank)03-31-2021Com8,267Decreased-8.640.00562,000.00-10.9467.98Form 13
Ellevest, Inc.03-31-2021Stock2Maintained0.000.000.000.000.00Form 13
State Of Michigan Retirement System03-31-2021Com30,666Increased9.650.012,085,000.006.9267.99Form 13
Manufacturers Life Insurance Company, The03-31-2021Com136,089Increased0.130.019,254,000.00-2.3268.00Form 13
Victory Capital Management Inc03-31-2021Com896,732Increased8.010.0660,978,000.005.37136.00Form 13
Envestnet Asset Management Inc03-31-2021Com29,485Increased39.360.002,005,000.0035.9368.00Form 13
Institute For Wealth Management, Llc.03-31-2021Com7,207Decreased-0.650.09490,000.00-3.1667.99Form 13
Harvest Group Wealth Management, Llc03-31-2021Stock0Liquidated!-100.000.000.000.000.00Form 13
Shaker Investments Llc/oh03-31-2021Com4,807Increased0.350.16327,000.00-2.1068.03Form 13
Commerce Bank03-31-2021Com8,245Decreased-1.790.00560,000.00-4.27135.61Form 13
Los Angeles Capital Management Llc03-31-2021Com19,595Decreased-41.056.031,332,000.00-42.5167.98Form 13
Nbw Capital Llc03-31-2021Com51,056Decreased-23.800.963,472,000.00-25.6768.00Form 13
Alliancebernstein L.p.03-31-2021Com201,161Increased3.610.0113,679,000.001.0668.00Form 13
Rhumbline Advisers03-31-2021Com231,359Increased3.980.0215,732,000.001.4368.00Form 13
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.03-31-2021Com3,295Increased23.130.00224,000.0019.7967.98Form 13
Arizona State Retirement System03-31-2021Com22,375Increased0.600.011,522,000.00-1.8168.02Form 13
Institutional & Family Asset Management, Llc03-31-2021Com15Maintained0.000.001,000.000.0066.67Form 13
Blueshift Asset Management, Llc03-31-2021Com9,269New!0.000.06630,000.000.0067.97Form 13
Allred Capital Management, Llc03-31-2021Com30New!0.000.002,040,000.000.0068,000.00Form 13
Cibc World Markets Corp03-31-2021Com8,903New!0.000.00605,000.000.0067.95Form 13
Bnp Paribas Arbitrage, Sa03-31-2021Equity19,545Increased10.281.941,329,060,000.007.5868,000.00Form 13
Blackrock Inc.03-31-2021Com9,434,359Increased4.730.02641,536,000.002.171,087.06Form 13
Norges Bank03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Norges Bank03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Securian Asset Management, Inc03-31-2021Com7,824Increased7.380.01532,000.004.7268.00Form 13
Principal Financial Group Inc03-31-2021Com313,916Increased21.660.0121,346,000.0018.67135.99Form 13
World Asset Management Inc03-31-2021Com2,998Increased0.440.02228,000.009.6276.05Form 13
Hightower Advisors, Llc03-31-2021Com83,397Increased0.240.025,668,000.00-2.2367.96Form 13
Gw&k Investment Management, Llc03-31-2021Common666,328Increased1.240.4245,311,000.00-1.24136.01Form 13
Motley Fool Asset Management Llc03-31-2021Ordinary Shares190,549Increased8.300.9312,957,000.005.6468.00Form 13
First Horizon Advisors, Inc.03-31-2021Common Stock942Maintained0.000.0164,000.00-1.5467.94Form 13
Motley Fool Wealth Management, Llc03-31-2021Ordinary Shares132,708Decreased-0.770.419,024,000.00-3.2168.00Form 13
Berman Capital Advisors, Llc03-31-2021Stock131Increased48.860.008,000.0033.3361.07Form 13
Rockefeller Capital Management L.p.03-31-2021Com42,323Increased12347.940.022,877,000.0012,408.7067.98Form 13
First Horizon Corp03-31-2021Common Stock3Maintained0.000.000.000.000.00Form 13
Jennison Associates Llc03-31-2021Com216,171Decreased-4.700.0114,700,000.00-7.03136.00Form 13
Waddell & Reed Financial Inc03-31-2021Com71,023Decreased-54.410.014,830,000.00-55.5368.01Form 13
Prudential Financial Inc03-31-2021Com15,482Increased7.500.001,053,000.004.8868.01Form 13
Geode Capital Management, Llc03-31-2021Com1,362,842Increased15.230.0192,673,000.0012.4168.00Form 13
Cibc Private Wealth Group, Llc03-31-2021Com163,651Increased28.600.0311,129,000.0025.4568.00Form 13
Timessquare Capital Management, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Brinker Capital Investments, Llc03-31-2021Com3,936Decreased-59.340.00268,000.00-60.3068.09Form 13
Ensign Peak Advisors, Inc03-31-2021Com500,651Decreased-0.720.0734,044,000.00-3.1668.00Form 13
Bessemer Group Inc03-31-2021Sc0Liquidated!-100.000.000.000.000.00Form 13
Federated Hermes, Inc.03-31-2021Com16,581Increased30.850.001,128,000.0027.7568.03Form 13
Guggenheim Capital Llc03-31-2021Com17,648Decreased-5.730.011,200,000.00-8.0568.00Form 13
Pier Capital, Llc03-31-2021Com141,047Increased4.410.919,591,000.001.8568.00Form 13
Sg Americas Securities, Llc03-31-2021Com13,908Increased49.710.00946,000.0045.9968.02Form 13
Clearbridge Investments, Llc03-31-2021Com297,089Decreased-18.080.0220,202,000.00-20.0968.00Form 13
Clarivest Asset Management Llc03-31-2021Com11,194Decreased-5.890.03762,000.00-8.0868.07Form 13
Bank Of New York Mellon Corp03-31-2021Com928,785Maintained0.000.0163,159,000.000.00681.63Form 13
Ls Investment Advisors, Llc03-31-2021Com5,009Decreased-14.380.02341,000.00-16.4268.08Form 13
Axiom Investment Management Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
South Dakota Investment Council03-31-2021Com23,093Increased0.430.031,570,000.00-2.0667.99Form 13
Mirae Asset Global Investments Co., Ltd.03-31-2021Com347,981Increased8.120.0823,663,000.005.4768.00Form 13
Jackson Square Partners, Llc03-31-2021Common3,624,618Decreased-22.021.40246,474,000.00-23.9368.00Form 13
Alphacrest Capital Management Llc03-31-2021Com11,615Increased53.170.04790,000.0049.3468.02Form 13
William Blair Investment Management, Llc03-31-2021Com3,792,641Increased3.780.84257,900,000.001.2468.00Form 13
Capital Asset Advisory Services Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Zions Bancorporation, N.a.03-31-2021Com4,180Decreased-0.140.03284,000.00-2.7467.94Form 13
Advisor Group Holdings, Inc.03-31-2021Com4,296Increased38.490.00292,000.0035.81473.90Form 13
Duality Advisers, Lp03-31-2021Com17,689Decreased-59.060.101,203,000.00-60.0668.01Form 13
Advantage Alpha Capital Partners Lp03-31-2021Com47,029Decreased-29.110.673,198,000.00-30.8468.00Form 13
Prestige Wealth Management Group Llc03-31-2021Com180Maintained0.000.0012,000.00-7.6966.67Form 13
Goalvest Advisory Llc03-31-2021Stock208Maintained0.000.0114,000.000.0067.31Form 13
Barclays Plc03-31-2021Com78,144Increased92.170.005,314,000.0087.4468.00Form 13
Public Employees Retirement Association Of Colorado03-31-2021Com10,345New!0.000.00703,000.000.0067.96Form 13
Franklin Resources Inc03-31-2021Com858,551Decreased-20.320.0258,382,000.00-22.27205.01Form 13
Wells Fargo & Company/mn03-31-2021Com1,594,744Increased13.280.02108,443,000.0010.50407.65Form 13
Proequities, Inc.03-31-2021Com0Decreased-100.000.000.00-100.000.00Form 13
Citigroup Inc03-31-2021Com16,117Decreased-37.400.001,096,000.00-38.91330.45Form 13
Banco Bilbao Vizcaya Argentaria, S.a.03-31-2021Common Stock29,651Decreased-7.470.042,016,000.00-9.7267.99Form 13
Blair William & Co/il03-31-2021Com13,182Increased0.250.00896,000.00-2.2967.97Form 13
Massachusetts Financial Services Co /ma/03-31-2021Com981,531Maintained0.000.0266,745,000.000.00272.07Form 13
Amalgamated Bank03-31-2021Com12,142Decreased-2.450.03826,000.00-4.8468.03Form 13
Mutual Of America Capital Management Llc03-31-2021Equities136,609Decreased-9.360.109,289,000.00-11.5968.00Form 13
Bank Of Montreal /can/03-31-2021Com7,844Decreased-90.160.00531,000.00-91.00341.66Form 13
Renaissance Group Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Deutsche Bank Ag\03-31-2021Com254,246Increased190.370.0117,289,000.00183.24340.01Form 13
Shelton Capital Management03-31-2021Com4,129Maintained0.000.01281,000.00-2.4368.06Form 13
Vanguard Group Inc03-31-2021Com7,897,818Increased9.210.01537,052,000.006.53341.23Form 13
Nomura Asset Management Co Ltd03-31-2021Com0New!0.000.000.000.000.00Form 13
Ameritas Investment Partners, Inc.03-31-2021Com29,152Increased5.800.081,982,000.003.1867.99Form 13
Raymond James & Associates03-31-2021Com93,333Decreased-41.490.016,347,000.00-42.9268.00Form 13
First Trust Advisors Lp03-31-2021Com112,465Increased783.740.017,648,000.00762.2368.00Form 13
Profund Advisors Llc03-31-2021Com7,995Decreased-5.450.02544,000.00-7.6468.04Form 13
Next Century Growth Investors Llc03-31-2021Com234,448Increased4.411.2115,942,000.001.8568.00Form 13
Agf Investments Inc.03-31-2021Com65,000Maintained0.000.044,420,000.00-2.4568.00Form 13
Natixis Investment Managers International03-31-2021Common Stock3,562Decreased-3.990.02242,000.00-6.2067.94Form 13
Mason Street Advisors, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Natixis03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Algert Global Llc03-31-2021Com9,922Decreased-75.270.22675,000.00-75.8768.03Form 13
Stephens Investment Management Group Llc03-31-2021Com518,302Decreased-10.910.5135,245,000.00-13.0968.00Form 13
Assetmark, Inc03-31-2021Com745Maintained0.000.0051,000.00-1.9268.46Form 13
Brown Advisory Inc03-31-2021Com1,451,248Increased6.200.1798,684,000.003.60271.72Form 13
Magnetar Financial Llc03-31-2021Com10,798New!0.000.01734,000.000.0067.98Form 13
Campbell & Co Investment Adviser Llc03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Proshare Advisors Llc03-31-2021Com29,438Increased22.160.012,002,000.0019.1768.01Form 13
Aureus Asset Management, Llc03-31-2021Stock269,910Decreased-4.991.4218,354,000.00-7.3268.00Form 13
Kings Point Capital Management03-31-2021Com500New!0.000.0034,000.000.0068.00Form 13
First Republic Investment Management, Inc.03-31-2021Com8,149Decreased-30.810.00554,000.00-32.5267.98Form 13
Macquarie Group Ltd03-31-2021Com92,383Decreased-77.210.016,282,000.00-77.77136.13Form 13
O'shaughnessy Asset Management, Llc03-31-2021Common5,636Increased45.600.01383,000.0041.8567.96Form 13
Benjamin F. Edwards & Company, Inc.03-31-2021Com4,044Decreased-4.240.01275,000.00-6.4668.00Form 13
Raymond James Financial Services Advisors, Inc.03-31-2021Com72,576Increased9.340.012,845,000.00-38.5173.79Form 13
Metlife Investment Management, Llc03-31-2021Com72,792Decreased-0.480.034,950,000.00-2.9268.00Form 13
Dynamic Technology Lab Private Ltd03-31-2021Com17,090New!0.000.131,162,000.000.0067.99Form 13
Cipher Capital Lp03-31-2021Com6,287Increased95.980.05428,000.0091.0768.08Form 13
Monashee Investment Management Llc03-31-2021Com100,000New!0.001.056,800,000.000.0068.00Form 13
Northwestern Mutual Investment Management Company, Llc03-31-2021Com13,831Decreased-47.670.02941,000.00-48.9168.04Form 13
Pier 88 Investment Partners Llc03-31-2021Common Stock9,235Maintained0.000.22628,000.00-2.48136.06Form 13
Steward Partners Investment Advisory, Llc03-31-2021Com1,937Increased6.662.31131,716,000.00103,613.3968,000.00Form 13
Qube Research & Technologies Ltd03-31-2021Com7,280New!0.000.01495,000.000.0067.99Form 13
Athanor Capital, Lp03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Peak6 Investments Llc03-31-2021Com73,300Increased117.290.014,984,000.00111.90135.98Form 13
Vantage Consulting Group Inc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
New York Life Investments Alternatives03-31-2021Com4,031Decreased-23.060.19274,000.00-24.9367.97Form 13
Pallas Capital Advisors Llc03-31-2021Com4,977New!0.000.08357,000.000.0071.73Form 13
Cna Financial Corp03-31-2021Com11,650Maintained0.000.24792,000.00-2.4667.98Form 13
Fmr Llc03-31-2021Com1,209,868Decreased-6.210.0182,271,000.00-8.51204.01Form 13
Dimensional Fund Advisors Lp03-31-2021Com255,144Increased360.130.0117,347,000.00348.8267.99Form 13
Mackay Shields Llc03-31-2021Com13,900Decreased-43.720.00945,000.00-45.12136.01Form 13
Bank Of America Corp /de/03-31-2021Com251,967Increased16.640.0017,134,000.0013.78426.93Form 13
Stifel Financial Corp03-31-2021Com31,238Increased15.090.002,125,000.0012.26216.02Form 13
Metropolitan Life Insurance Co/ny03-31-2021Com36Decreased-99.890.042,420,000.004.1867,222.22Form 13
American Century Companies Inc03-31-2021Com322,678Increased9.120.0221,942,000.006.4568.00Form 13
Stephens Inc /ar/03-31-2021Com1,978Increased1.280.00135,000.00-0.7468.25Form 13
Credit Suisse Ag/03-31-2021Com1,568,059Decreased-14.510.05106,628,000.00-16.61475.75Form 13
Ubs Asset Management Americas Inc03-31-2021Equity Us Cm84,799Increased0.842.555,766,332,000.00-1.64340,000.00Form 13
Hsbc Holdings Plc03-31-2021Com5,317Increased35.020.00360,000.0032.3567.71Form 13
Ashford Capital Management Inc03-31-2021Com315,330Decreased-1.392.0021,442,000.00-3.8168.00Form 13
Allstate Corp03-31-2021Equ22,223Maintained0.000.051,511,000.00-2.52135.98Form 13
California Public Employees Retirement System03-31-2021Com175,309Increased12.020.0111,921,000.0048.2968.00Form 13
Mackenzie Financial Corp03-31-2021Com1,648,772Increased62.870.17112,116,000.0058.8868.00Form 13
Wolverine Trading, Llc03-31-2021Com19,802Decreased-3.460.001,327,000.00-6.88134.00Form 13