- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 54,160,476
- Share change
- -512,742
- Total reported value
- $2,195,534,927
- Put/Call ratio
- 42%
- Price per share
- $40.52
- Number of holders
- 199
- Value change
- -$17,452,051
- Number of buys
- 113
- Number of sells
- 73
Quarterly Holders Quick Answers
What is CUSIP 42226A107?
CUSIP 42226A107 identifies HQY - HEALTHEQUITY, INC. - Common Stock in SEC institutional holdings data.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 42226A107:
Top shareholders of HQY - HEALTHEQUITY, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BERKLEY W R CORP |
13F
|
Company |
14%
|
11,969,000
|
$453,027,000 | — | 30 Sep 2016 | |
| VANGUARD GROUP INC |
13F
|
Company |
4%
|
3,430,778
|
$129,855,000 | — | 30 Sep 2016 | |
| BlackRock Fund Advisors |
13F
|
Company |
3.7%
|
3,123,191
|
$118,213,000 | — | 30 Sep 2016 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3.3%
|
2,845,858
|
$107,715,000 | — | 30 Sep 2016 | |
| JANUS HENDERSON INVESTORS US LLC |
13F
|
Company |
3.1%
|
2,679,186
|
$101,407,000 | — | 30 Sep 2016 | |
| WASATCH ADVISORS LP |
13F
|
Company |
2.6%
|
2,238,162
|
$84,714,000 | — | 30 Sep 2016 | |
| Invesco Ltd. |
13F
|
Company |
2.5%
|
2,117,847
|
$80,161,000 | — | 30 Sep 2016 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
1.8%
|
1,499,219
|
$56,745,000 | — | 30 Sep 2016 | |
| BAMCO INC /NY/ |
13F
|
Company |
1.6%
|
1,396,507
|
$52,858,000 | — | 30 Sep 2016 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.5%
|
1,255,402
|
$47,517,000 | — | 30 Sep 2016 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
1.2%
|
1,041,594
|
$39,424,000 | — | 30 Sep 2016 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
1.2%
|
1,021,397
|
$38,660,000 | — | 30 Sep 2016 | |
| STATE STREET CORP |
13F
|
Company |
1.1%
|
907,717
|
$34,355,000 | — | 30 Sep 2016 | |
| MORGAN STANLEY |
13F
|
Company |
1%
|
863,727
|
$32,692,000 | — | 30 Sep 2016 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.96%
|
816,960
|
$30,922,000 | — | 30 Sep 2016 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.9%
|
763,744
|
$28,908,000 | — | 30 Sep 2016 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.84%
|
712,074
|
$26,952,000 | — | 30 Sep 2016 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.8%
|
680,635
|
$25,762,000 | — | 30 Sep 2016 | |
| Napier Park Global Capital (US) LP |
13F
|
Company |
0.79%
|
676,468
|
$25,604,000 | — | 30 Sep 2016 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.79%
|
675,549
|
$25,570,000 | — | 30 Sep 2016 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.76%
|
647,878
|
$24,522,000 | — | 30 Sep 2016 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.67%
|
567,892
|
$21,495,000 | — | 30 Sep 2016 | |
| FMR LLC |
13F
|
Company |
0.67%
|
567,770
|
$21,490,000 | — | 30 Sep 2016 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.62%
|
530,160
|
$20,066,000 | — | 30 Sep 2016 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.61%
|
518,615
|
$19,630,000 | — | 30 Sep 2016 | |
| CLEARBRIDGE, LLC |
13F
|
Company |
0.58%
|
493,904
|
$18,694,000 | — | 30 Sep 2016 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.57%
|
489,201
|
$18,517,000 | — | 30 Sep 2016 | |
| BLACKROCK ADVISORS LLC |
13F
|
Company |
0.49%
|
413,903
|
$15,666,000 | — | 30 Sep 2016 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.4%
|
343,471
|
$13,000,000 | — | 30 Sep 2016 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.39%
|
336,045
|
$12,719,000 | — | 30 Sep 2016 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.39%
|
333,789
|
$12,633,000 | — | 30 Sep 2016 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.39%
|
329,819
|
$12,484,000 | — | 30 Sep 2016 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.38%
|
326,566
|
$12,361,000 | — | 30 Sep 2016 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.38%
|
320,637
|
$12,137,000 | — | 30 Sep 2016 | |
| NORGES BANK |
13F
|
Company |
0.38%
|
320,528
|
$11,587,000 | — | 30 Sep 2016 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.35%
|
302,046
|
$11,432,000 | — | 30 Sep 2016 | |
| KING LUTHER CAPITAL MANAGEMENT CORP |
13F
|
Company |
0.33%
|
283,670
|
$10,737,000 | — | 30 Sep 2016 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.31%
|
259,629
|
$9,827,000 | — | 30 Sep 2016 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.3%
|
253,591
|
$9,598,000 | — | 30 Sep 2016 | |
| Cortina Asset Management, LLC |
13F
|
Company |
0.3%
|
252,804
|
$9,569,000 | — | 30 Sep 2016 | |
| TIVERTON ASSET MANAGEMENT LLC |
13F
|
Company |
0.27%
|
233,800
|
$8,850,000 | — | 30 Sep 2016 | |
| THORNBURG INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.27%
|
230,998
|
$8,743,000 | — | 30 Sep 2016 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.27%
|
229,556
|
$8,689,000 | — | 30 Sep 2016 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.24%
|
204,527
|
$7,741,000 | — | 30 Sep 2016 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.24%
|
202,000
|
$7,646,000 | — | 30 Sep 2016 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.2%
|
170,799
|
$6,465,000 | — | 30 Sep 2016 | |
| OBERWEIS ASSET MANAGEMENT INC/ |
13F
|
Company |
0.19%
|
158,675
|
$6,006,000 | — | 30 Sep 2016 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
13F
|
Company |
0.19%
|
158,629
|
$6,004,000 | — | 30 Sep 2016 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
0.19%
|
158,411
|
$5,996,000 | — | 30 Sep 2016 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.18%
|
156,445
|
$5,922,000 | — | 30 Sep 2016 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q4 2016
As of 31 Dec 2016,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
199 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
54,160,476 shares.
The largest 10 holders included
BERKLEY W R CORP, VANGUARD GROUP INC, BlackRock Fund Advisors, WASATCH ADVISORS INC, Invesco Ltd., JANUS CAPITAL MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, BAMCO INC /NY/, and FMR LLC.
This page lists
199
institutional shareholders reporting positions in this security
for the Q4 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2016 vs Q3 2016 Across Filers
Q3 2016 holders
164
Q4 2016 holders
199
Holder diff
35
| Investor | Q3 2016 Shares | Q4 2016 Shares | Share Diff | Share Chg % | Q3 2016 Value $ | Q4 2016 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.