Stock TransactionsHEALTHEQUITY INC

Total Bought
1,867,471
45 transactions
Total Sold
1,276,888
56 transactions
Net
+590,583
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC1,296,8431,866,649+569,8060.110.180.00buy
PRUDENTIAL FINANCIAL INC86,315430,914+344,5990.010.050.00buy
Clearbridge Investments, LLC1,966,5592,204,675+238,1160.110.15+0.04buy
LOOMIS SAYLES & CO L P253,311399,683+146,3720.030.05+0.02buy
WASATCH ADVISORS LP7,128,3227,267,775+139,4532.723.35+0.63buy
JANUS HENDERSON GROUP PLC1,205,1291,087,368+117,7610.050.050.00sell
VICTORY CAPITAL MANAGEMENT INC335,257244,913+90,3440.020.02-0.00sell
GEODE CAPITAL MANAGEMENT, LLC1,743,6311,808,060+64,4290.010.020.00buy
Van Berkom & Associates Inc.990,6461,042,470+51,8242.272.48+0.21buy
Summit Creek Advisors LLC228,368276,513+48,1451.802.75+0.94buy
CIBC Private Wealth Group LLC110,93073,930+37,0000.020.010.00sell
ADVISORY RESEARCH INC25,96561,609+35,6440.210.62+0.41buy
MOODY ALDRICH PARTNERS LLC54,34089,816+35,4760.671.24+0.58buy
Allspring Global Investments Holdings, LLC1,374,0641,344,357+29,7070.140.180.00sell
Aristotle Capital Boston, LLC593,210621,034+27,8241.121.46+0.34buy
Motley Fool Asset Management LLC94,116120,353+26,2370.530.71+0.18buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS41,31517,308+24,0070.020.01-0.01sell
NORDEA INVESTMENT MANAGEMENT AB12,87335,578+22,7050.000.00+0.00buy
Motley Fool Wealth Management, LLC122,957141,235+18,2780.460.60+0.14buy
FULLER & THALER ASSET MANAGEMENT, INC.187,700204,710+17,0100.070.09+0.02buy
Shay Capital LLC10,00026,250+16,2500.220.57+0.35buy
TimesSquare Capital Management, LLC524,565536,078+11,5130.470.61+0.13buy
ABN AMRO INVESTMENT SOLUTIONS7,50017,828+10,3280.010.03+0.02buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM102,57994,138+8,4410.010.01+0.00sell
ALGERT GLOBAL LLC14,4336,933+7,5000.040.020.00sell
OPPENHEIMER ASSET MANAGEMENT INC.55,30361,896+6,5930.050.070.00buy
MOODY NATIONAL BANK TRUST DIVISION15,69019,940+4,2500.070.09+0.03buy
Campbell & CO Investment Adviser LLC4,0337,941+3,9080.050.07+0.02buy
CANADA LIFE ASSURANCE Co60,59064,485+3,8950.010.01+0.00buy
CIM INVESTMENT MANAGEMENT INC8,6975,114+3,5830.190.140.00sell
Swiss National Bank184,600187,900+3,3000.010.01+0.00buy
Physician Wealth Advisors, Inc.65,02967,845+2,8161.011.30+0.29buy
RHUMBLINE ADVISERS271,737274,537+2,8000.020.020.00buy
TEXAS PERMANENT SCHOOL FUND CORP75,25572,590+2,6650.050.050.00sell
GENEVA CAPITAL MANAGEMENT LLC873,813876,348+2,5351.091.35+0.26buy
Stephens Investment Management Group LLC1,131,7721,134,108+2,3361.121.36+0.24buy
YOUSIF CAPITAL MANAGEMENT, LLC43,01940,849+2,1700.040.040.00sell
Zurcher Kantonalbank (Zurich Cantonalbank)14,82816,913+2,0850.000.010.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC66,10964,460+1,6490.020.020.00sell
TOWNSQUARE CAPITAL LLC26,34527,958+1,6130.030.040.00buy
KING LUTHER CAPITAL MANAGEMENT CORP41,22642,787+1,5610.010.02+0.00buy
Petrus Trust Company, LTA6,6268,068+1,4420.050.06+0.02buy
PRINCIPAL FINANCIAL GROUP INC339,306340,740+1,4340.020.020.00buy
COMMERCE BANK9,7708,968+8020.000.010.00sell
OSTRUM ASSET MANAGEMENT1,0361,734+6980.010.01+0.01buy
BTC Capital Management, Inc.4,2564,922+6660.030.04+0.01buy
Pearl River Capital, LLC3,5224,079+5570.040.05+0.01buy
Vanguard Personalized Indexing Management, LLC7,7908,267+4770.020.020.00buy
ProShare Advisors LLC15,93015,542+3880.000.000.00sell
SHEETS SMITH WEALTH MANAGEMENT7,7307,921+1910.070.09+0.02buy
Balefire, LLC334445+1110.010.01+0.01buy
Radnor Capital Management, LLC4,7054,805+1000.130.07-0.06buy
Hillsdale Investment Management Inc.6090+300.000.00+0.00buy
HC Advisors, LLC12,09512,120+250.440.53+0.08buy
FRED ALGER MANAGEMENT, LLC184,179184,201+220.060.08+0.02buy
Bell Investment Advisors, Inc6450+140.000.000.00sell
Summit Trail Advisors, LLC3,2403,248+80.010.01+0.00buy
Prestige Wealth Management Group LLC180185+50.000.000.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO89,42789,431+40.020.030.00buy
West Tower Group, LLC6550-150.000.00-0.00sell
Institute for Wealth Management, LLC.6,8436,786-570.080.09+0.01sell
ELEVATION POINT WEALTH PARTNERS, LLC4,2624,147-1150.030.03+0.00sell
STEPHENS INC /AR/4,2114,078-1330.000.01+0.00sell
CORNERCAP INVESTMENT COUNSEL INC9,2629,073-1890.100.12+0.02sell
PROFUND ADVISORS LLC4,3574,078-2790.010.02+0.00sell
NBW CAPITAL LLC87,94687,648-2981.301.57+0.27sell
SECURIAN ASSET MANAGEMENT, INC7,5917,239-3520.010.02+0.00sell
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI16,09115,731-3600.100.11+0.02sell
STATE OF MICHIGAN RETIREMENT SYSTEM21,02220,422-6000.010.01+0.00sell
Ameritas Investment Partners, Inc.28,28927,524-7650.070.09+0.01sell
Beck Bode, LLC42,23741,462-7750.650.77+0.13sell
Arkadios Wealth Advisors7,3116,289-1,0220.050.04-0.01sell
Headlands Technologies LLC1,645457-1,1880.030.02-0.02sell
PRELUDE CAPITAL MANAGEMENT, LLC4,9663,597-1,3690.030.02-0.00sell
Granahan Investment Management, LLC490,804489,387-1,4170.951.27+0.32sell
Olympiad Research LP5,1903,597-1,5930.320.26-0.07sell
Corton Capital Inc.6,9345,113-1,8210.210.19-0.02sell
Thematics Asset Management82,44180,602-1,8390.250.29+0.04sell
DF DENT & CO INC251,152248,349-2,8030.210.27+0.05sell
ALPS ADVISORS INC17,42114,255-3,1660.010.01-0.00sell
TEACHER RETIREMENT SYSTEM OF TEXAS28,49925,230-3,2690.010.01+0.00sell
Retirement Systems of Alabama110,145106,721-3,4240.030.04+0.01sell
Grandeur Peak Global Advisors, LLC64,48359,359-5,1240.280.33+0.05sell
ELEMENT CAPITAL MANAGEMENT LLC41,40636,129-5,2770.180.23+0.06sell
Iron Gate Global Advisors LLC49,89442,819-7,0750.700.73+0.03sell
Inspire Investing, LLC14,5074,199-10,3080.110.04-0.07sell
Aureus Asset Management, LLC433,063417,923-15,1402.052.45+0.40sell
ASHFORD CAPITAL MANAGEMENT INC419,789404,279-15,5103.704.35+0.64sell
AGF MANAGEMENT LTD60,84944,766-16,0830.030.02-0.00sell
OSTERWEIS CAPITAL MANAGEMENT INC96,52580,340-16,1850.400.43+0.03sell
Ophir Asset Management Pty Ltd348,954329,987-18,9674.595.68+1.09sell
PEREGRINE CAPITAL MANAGEMENT LLC155,951130,879-25,0720.270.29+0.02sell
Advantage Alpha Capital Partners LP123,33996,301-27,0381.561.48-0.08sell
CAMBIAR INVESTORS LLC230,782197,669-33,1130.620.61-0.00sell
SECTORAL ASSET MANAGEMENT INC183,375143,875-39,5001.932.05+0.12sell
B. Metzler seel. Sohn & Co. AG121,75664,968-56,7880.100.07-0.03sell
ArrowMark Colorado Holdings LLC1,656,8621,578,911-77,9511.151.40+0.26sell
GW&K Investment Management, LLC939,192854,198-84,9940.560.63+0.06sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/873,037740,177-132,8600.020.02+0.00sell
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,792,7402,645,244-147,4960.570.64+0.08sell
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