Stock Transactions — HEALTHEQUITY INC

Total Bought
8,052,120
242 transactions
Total Sold
10,738,964
263 transactions
Net
-2,686,844
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
MORGAN STANLEY1,486,0572,485,913+999,8560.010.01+0.00buy
Park West Asset Management LLC0623,156+623,1560.004.60+4.60buy
DAVENPORT & Co LLC394,4151,015,434+621,0190.200.47+0.27buy
WASATCH ADVISORS LP6,589,6467,202,934+613,2883.594.00+0.41buy
BALYASNY ASSET MANAGEMENT L.P.281,631835,072+553,4410.050.14+0.09buy
AQR CAPITAL MANAGEMENT LLC1,762,3352,092,223+329,8880.080.08-0.01buy
Swedbank AB437,300706,300+269,0000.040.06+0.02buy
CADIAN CAPITAL MANAGEMENT, LP566,700832,700+266,0003.758.47+4.72buy
BANK OF AMERICA CORP /DE/600,858862,008+261,1500.000.01+0.00buy
Squarepoint Ops LLC0179,353+179,3530.000.03+0.03buy
Greenhouse Funds LLLP1,079,7041,257,854+178,1503.824.98+1.16buy
CITIGROUP INC79,677253,336+173,6590.000.01+0.01buy
Pacer Advisors, Inc.96,759266,520+169,7610.030.00-0.03buy
UBS Group AG617,741786,667+168,9260.010.01+0.00buy
Man Group plc276,444423,282+146,8380.050.07+0.02buy
JANE STREET GROUP, LLC78,838192,993+114,1550.010.02+0.01buy
MACKENZIE FINANCIAL CORP1,171,8061,281,657+109,8510.130.13+0.00buy
Portolan Capital Management, LLC0101,646+101,6460.000.45+0.45buy
ADAGE CAPITAL PARTNERS GP, L.L.C.097,000+97,0000.000.01+0.01buy
MIROVA080,608+80,6080.000.27+0.27buy
Cornerstone Advisors, LLC072,024+72,0240.000.22+0.22buy
FRONTIER CAPITAL MANAGEMENT CO LLC127,646192,400+64,7540.120.17+0.04buy
Amundi3,03067,592+64,5620.000.00+0.00buy
THOMPSON INVESTMENT MANAGEMENT, INC.063,981+63,9810.000.69+0.69buy
GEODE CAPITAL MANAGEMENT, LLC2,201,2322,259,646+58,4140.010.01-0.00buy
BEACON INVESTMENT ADVISORY SERVICES, INC.057,666+57,6660.000.20+0.20buy
PUBLIC SECTOR PENSION INVESTMENT BOARD057,319+57,3190.000.01+0.01buy
GENEVA CAPITAL MANAGEMENT LLC1,118,5761,174,070+55,4941.922.09+0.16buy
ExodusPoint Capital Management, LP054,855+54,8550.000.05+0.05buy
CITADEL ADVISORS LLC215,267268,832+53,5650.010.02+0.00buy
CAPITAL FUND MANAGEMENT S.A.052,310+52,3100.000.04+0.04buy
CASTLEARK MANAGEMENT LLC048,510+48,5100.000.13+0.13buy
DIMENSIONAL FUND ADVISORS LP1,581,7521,627,039+45,2870.030.03-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,132,7441,175,339+42,5950.020.02-0.00buy
CANADA PENSION PLAN INVESTMENT BOARD102,000141,900+39,9000.010.01+0.00buy
Oxbow Advisors, LLC037,653+37,6530.000.27+0.27buy
ENVESTNET ASSET MANAGEMENT INC107,761138,868+31,1070.000.00+0.00buy
Granahan Investment Management, LLC91,020122,099+31,0790.360.49+0.14buy
Quantinno Capital Management LP13,36544,162+30,7970.000.01+0.00buy
JANUS HENDERSON GROUP PLC820,233850,411+30,1780.030.03+0.00buy
ALLSTATE CORP027,372+27,3720.000.02+0.02buy
PRINCIPAL FINANCIAL GROUP INC277,417304,049+26,6320.010.01+0.00buy
Private Advisory Group LLC101,382127,156+25,7740.730.74+0.01buy
OBERWEIS ASSET MANAGEMENT INC/141,580166,641+25,0610.470.41-0.06buy
Corient Private Wealth LLC2,38427,425+25,0410.000.00+0.00buy
FIFTH THIRD BANCORP1,02025,200+24,1800.000.00+0.00buy
DARK FOREST CAPITAL MANAGEMENT LP023,896+23,8960.000.18+0.18buy
PEAK6 LLC5,04128,909+23,8680.010.07+0.06buy
HSBC HOLDINGS PLC5,95128,181+22,2300.000.00+0.00buy
CWA Asset Management Group, LLC021,565+21,5650.000.06+0.06buy
Hilton Capital Management, LLC33,44952,919+19,4700.230.33+0.10buy
Mariner, LLC49,60469,068+19,4640.010.01+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM81,316100,604+19,2880.010.01+0.00buy
RENAISSANCE GROUP LLC79,47798,314+18,8370.290.34+0.05buy
JPMORGAN CHASE & CO1,165,3111,183,411+18,1000.010.01-0.00buy
NORTHERN TRUST CORP1,018,2081,036,174+17,9660.010.01-0.00buy
PEREGRINE CAPITAL MANAGEMENT LLC108,753126,231+17,4780.310.39+0.09buy
BEACON INVESTMENT ADVISORS LLC31,52648,391+16,8651.161.53+0.37buy
JONES FINANCIAL COMPANIES LLLP4,38520,437+16,0520.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS44,72160,718+15,9970.000.00+0.00buy
ADVISORY RESEARCH INC21,06936,809+15,7400.240.38+0.14buy
Expect Equity LLC015,540+15,5400.001.01+1.01buy
GDS Wealth Management110,122125,608+15,4860.630.63-0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP14,16429,359+15,1950.000.00+0.00buy
BESSEMER GROUP INC373,389388,422+15,0330.050.05-0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO63,13777,914+14,7770.020.02+0.00buy
Integrated Wealth Concepts LLC014,395+14,3950.000.01+0.01buy
Montanaro Asset Management Ltd37,20050,800+13,6000.951.27+0.32buy
Main Management ETF Advisors, LLC013,451+13,4510.000.04+0.04buy
Tidal Investments LLC24,95638,247+13,2910.010.01+0.00buy
Shay Capital LLC013,000+13,0000.000.15+0.15buy
Jump Financial, LLC012,500+12,5000.000.02+0.02buy
OPPENHEIMER ASSET MANAGEMENT INC.161,702173,854+12,1520.180.17-0.02buy
Gotham Asset Management, LLC5,28516,872+11,5870.000.00+0.00buy
EverSource Wealth Advisors, LLC54,34565,890+11,5450.180.17-0.02buy
State of Wyoming010,367+10,3670.000.10+0.10buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,01018,744+9,7340.000.00+0.00buy
Freestone Grove Partners LP09,683+9,6830.000.01+0.01buy
STATE STREET CORP3,091,0523,099,897+8,8450.010.01-0.00buy
MANGROVE PARTNERS IM, LLC08,798+8,7980.000.06+0.06buy
Campbell & CO Investment Adviser LLC12,17520,951+8,7760.050.10+0.05buy
Prospera Financial Services Inc08,762+8,7620.000.01+0.01buy
Connor, Clark & Lunn Investment Management Ltd.08,616+8,6160.000.00+0.00buy
Maridea Wealth Management LLC20,89329,272+8,3790.290.36+0.07buy
BNP Paribas Asset Management Holding S.A.36,88945,171+8,2820.000.00+0.00buy
DEUTSCHE BANK AG\112,301120,368+8,0670.000.00-0.00buy
Numerai GP LLC07,658+7,6580.000.06+0.06buy
FIRST TRUST ADVISORS LP30,64738,086+7,4390.000.00+0.00buy
HOMESTEAD ADVISERS CORP32,80040,200+7,4000.080.09+0.01buy
Ameritas Investment Partners, Inc.29,17436,168+6,9940.080.09+0.01buy
IEQ CAPITAL, LLC06,790+6,7900.000.00+0.00buy
NICOLET BANKSHARES INC06,700+6,7000.000.02+0.02buy
NATIXIS ADVISORS, LLC26,29332,977+6,6840.000.00+0.00buy
Three Seasons Wealth, LLC5,52111,966+6,4450.050.38+0.33buy
Nuveen, LLC674,066680,462+6,3960.020.02-0.00buy
WASHINGTON CAPITAL MANAGEMENT, INC06,350+6,3500.000.45+0.45buy
Future Fund LLC44,31750,580+6,2631.291.49+0.20buy
One Capital Management, LLC23,69529,923+6,2280.070.07+0.00buy
Diametric Capital, LP06,088+6,0880.000.13+0.13buy
ELEVATION POINT WEALTH PARTNERS, LLC05,836+5,8360.000.01+0.01buy
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