Stock TransactionsHEALTHEQUITY INC

Total Bought
3,034,992
80 transactions
Total Sold
3,417,287
91 transactions
Net
-382,295
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
CIBC Private Wealth Group LLC63,853978,314+914,4610.010.160.00buy
MILLENNIUM MANAGEMENT LLC1,501,387588,687+912,7000.160.060.00sell
Premier Fund Managers Ltd11,076409,992+398,9160.041.33+1.29buy
AQR CAPITAL MANAGEMENT LLC234,681445,653+210,9720.030.040.00buy
AMERICAN CENTURY COMPANIES INC570,952775,147+204,1950.030.04+0.01buy
Artisan Partners Limited Partnership256,051429,395+173,3440.040.06+0.02buy
Ranger Investment Management, L.P.305,883413,671+107,7881.852.61+0.76buy
BESSEMER GROUP INC296,828400,394+103,5660.050.06+0.02buy
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.758,463835,413+76,9500.680.74+0.06buy
Allspring Global Investments Holdings, LLC951,235884,830+66,4050.150.140.00sell
Thematics Asset Management56,587111,842+55,2550.240.50+0.26buy
GEODE CAPITAL MANAGEMENT, LLC2,089,3982,142,792+53,3940.020.020.00buy
Alberta Investment Management Corp12,34663,760+51,4140.010.04+0.03buy
CLOUGH CAPITAL PARTNERS L P37,20087,000+49,8000.400.89+0.48buy
FRONTIER CAPITAL MANAGEMENT CO LLC43,76090,160+46,4000.040.09+0.05buy
CONGRESS ASSET MANAGEMENT CO25,46868,253+42,7850.020.05+0.03buy
VICTORY CAPITAL MANAGEMENT INC228,573186,870+41,7030.020.02-0.00sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/438,345478,104+39,7590.010.01+0.00buy
Lisanti Capital Growth, LLC8,30047,100+38,8000.191.24+1.05buy
NEW YORK STATE COMMON RETIREMENT FUND102,200140,155+37,9550.010.02+0.01buy
Connor, Clark & Lunn Investment Management Ltd.57,38422,633+34,7510.030.01-0.02sell
SEGALL BRYANT & HAMILL, LLC66,747100,591+33,8440.090.14+0.05buy
Aureus Asset Management, LLC323,608357,086+33,4782.012.21+0.20buy
B. Metzler seel. Sohn & Co. AG62,19895,147+32,9490.060.09+0.03buy
Ophir Asset Management Pty Ltd230,026259,977+29,9513.294.01+0.73buy
ROYAL BANK OF CANADA433,190406,234+26,9560.010.010.00sell
GDS Wealth Management41,13168,007+26,8760.360.51+0.15buy
INTECH INVESTMENT MANAGEMENT LLC32,65056,775+24,1250.030.06+0.02buy
NEXT CENTURY GROWTH INVESTORS LLC75,52198,268+22,7470.540.77+0.23buy
MOODY ALDRICH PARTNERS LLC45,89767,880+21,9830.821.26+0.44buy
Versor Investments LP9,10030,492+21,3920.150.44+0.29buy
New Age Alpha Advisors, LLC2,59122,175+19,5840.010.09+0.08buy
Stephens Investment Management Group LLC1,050,4371,069,446+19,0091.351.36+0.01buy
GW&K Investment Management, LLC604,471588,548+15,9230.490.48-0.01sell
OBERWEIS ASSET MANAGEMENT INC/91,500105,900+14,4000.410.47+0.05buy
Covea Finance18,00032,000+14,0000.080.13+0.05buy
JANUS HENDERSON GROUP PLC833,916845,039+11,1230.040.040.00buy
CIBC WORLD MARKETS CORP8,03019,041+11,0110.000.01+0.01buy
RENAISSANCE GROUP LLC46,74056,811+10,0710.190.22+0.04buy
LOS ANGELES CAPITAL MANAGEMENT LLC26,12018,196+7,9240.010.010.00sell
Quinn Opportunity Partners LLC13,47021,192+7,7220.090.13+0.04buy
1492 Capital Management LLC45,39452,884+7,4902.072.51+0.44buy
ProShare Advisors LLC28,25322,269+5,9840.010.000.00sell
ASHFORD CAPITAL MANAGEMENT INC269,312274,999+5,6873.053.13+0.08buy
LOOMIS SAYLES & CO L P1,107,5261,112,947+5,4210.130.14+0.01buy
CANADA LIFE ASSURANCE Co74,02168,754+5,2670.010.01-0.00sell
BAMCO INC /NY/780,000785,000+5,0000.190.20+0.01buy
TEACHER RETIREMENT SYSTEM OF TEXAS19,03923,829+4,7900.010.01+0.00buy
OPPENHEIMER ASSET MANAGEMENT INC.70,59275,206+4,6140.080.080.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO97,32392,814+4,5090.030.030.00sell
NATIXIS ADVISORS, LLC183,990188,059+4,0690.030.030.00buy
ADAGE CAPITAL PARTNERS GP, L.L.C.8,00012,000+4,0000.000.00+0.00buy
Forest Hill Capital, LLC30,07634,076+4,0002.232.25+0.02buy
Chesley Taft & Associates LLC8,72512,622+3,8970.040.05+0.02buy
PRINCIPAL FINANCIAL GROUP INC262,968266,841+3,8730.010.010.00buy
Corebridge Financial, Inc.140,865137,179+3,6860.080.070.00sell
RHUMBLINE ADVISERS267,288269,977+2,6890.020.020.00buy
Bayforest Capital Ltd3,0335,025+1,9920.360.19-0.17buy
ZACKS INVESTMENT MANAGEMENT30,15331,982+1,8290.030.03-0.00buy
TOWNSQUARE CAPITAL LLC20,84622,344+1,4980.020.020.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS19,28620,716+1,4300.010.01-0.00buy
Carrera Capital Advisors22,61124,029+1,4180.510.47-0.04buy
ARISTEIA CAPITAL, L.L.C.2,1773,492+1,3150.010.01+0.00buy
ABLE Financial Group, LLC21,72522,671+9460.620.56-0.05buy
HANCOCK WHITNEY CORP13,32614,261+9350.040.04+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC31,76330,837+9260.040.030.00sell
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM81,54980,643+9060.010.01-0.00sell
Hennion & Walsh Asset Management, Inc.2,2403,137+8970.010.01+0.00buy
Whipplewood Advisors, LLC15774+7590.000.00-0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC2,7363,380+6440.010.01+0.00buy
Skandinaviska Enskilda Banken AB (publ)4681,071+6031.960.07-1.89buy
Inspire Investing, LLC6,9327,529+5970.070.08+0.00buy
Summit Trail Advisors, LLC3,1283,636+5080.010.01-0.00buy
STRS OHIO10,80011,300+5000.000.00+0.00buy
Curated Wealth Partners LLC2,5212,946+4250.030.03+0.01buy
Johnson Financial Group, Inc.65485+4200.000.00+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)21,58021,988+4080.010.010.00buy
Radnor Capital Management, LLC5,6906,040+3500.090.09-0.00buy
Portside Wealth Group, LLC2,3492,667+3180.040.04+0.00buy
GUGGENHEIM CAPITAL LLC14,34714,050+2970.010.010.00sell
SHEETS SMITH WEALTH MANAGEMENT7,9658,262+2970.090.09-0.00buy
Mattson Financial Services, LLC1,7211,988+2670.040.05+0.01buy
RiverPark Advisors, LLC1,7532,006+2530.130.14+0.00buy
Shay Capital LLC5,7005,900+2000.080.08-0.01buy
GREENLEAF TRUST2,2322,407+1750.000.00-0.00buy
1620 INVESTMENT ADVISORS, INC.1,9732,097+1240.140.14-0.00buy
SHELL ASSET MANAGEMENT CO2,5402,435+1050.010.010.00sell
OREGON PUBLIC EMPLOYEES RETIREMENT FUND17,77617,676+1000.030.030.00sell
Elk River Wealth Management, LLC65,68565,781+961.141.09-0.05buy
COMMERCE BANK6,0926,030+620.000.000.00sell
CIBC Asset Management Inc2,6402,700+600.000.000.00buy
Forum Financial Management, LP2,2322,291+590.000.00-0.00buy
EntryPoint Capital, LLC6,1586,202+440.250.25+0.00buy
MCF Advisors LLC75104+290.000.00+0.00buy
FARMERS & MERCHANTS INVESTMENTS INC3863+250.000.000.00buy
Ballentine Partners, LLC2,3772,392+150.000.00-0.00buy
NorthCrest Asset Manangement, LLC6,4046,411+70.020.02-0.00buy
Principia Wealth Advisory, LLC21-10.000.00-0.00sell
PEAPACK GLADSTONE FINANCIAL CORP2,3572,344-130.000.00-0.00sell
Fifth Third Wealth Advisors LLC2,8102,793-170.010.01-0.00sell
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