Stock TransactionsHEALTHEQUITY INC

Total Bought
1,627,935
47 transactions
Total Sold
4,046,034
54 transactions
Net
-2,418,099
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC1,866,649895,195+971,4540.180.070.00sell
LOOMIS SAYLES & CO L P399,683880,654+480,9710.050.09+0.04buy
VICTORY CAPITAL MANAGEMENT INC244,913413,732+168,8190.020.03+0.01buy
Eversept Partners, LP338,516494,919+156,4032.092.88+0.79buy
Clearbridge Investments, LLC2,204,6752,357,572+152,8970.150.13-0.02buy
PRUDENTIAL FINANCIAL INC430,914573,143+142,2290.050.060.00buy
Allspring Global Investments Holdings, LLC1,344,3571,208,626+135,7310.180.130.00sell
GREAT LAKES ADVISORS, LLC73,930186,977+113,0470.050.12+0.07buy
GM Advisory Group, LLC30,026120,355+90,3290.180.60+0.42buy
GEODE CAPITAL MANAGEMENT, LLC1,808,0601,892,924+84,8640.020.010.00buy
Stephens Investment Management Group LLC1,134,1081,186,491+52,3831.361.15-0.21buy
Madison Asset Management, LLC13,83548,636+34,8010.010.04+0.03buy
CASTLEARK MANAGEMENT LLC70,690102,770+32,0800.260.30+0.04buy
LOS ANGELES CAPITAL MANAGEMENT LLC64,46033,589+30,8710.020.010.00sell
FULLER & THALER ASSET MANAGEMENT, INC.204,710227,255+22,5450.090.08-0.01buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC561,662581,342+19,6800.120.10-0.02buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO89,431102,196+12,7650.030.030.00buy
PRINCIPAL FINANCIAL GROUP INC340,740350,666+9,9260.020.020.00buy
CORNERCAP INVESTMENT COUNSEL INC9,07317,193+8,1200.120.19+0.07buy
Ameritas Investment Partners, Inc.27,52434,900+7,3760.090.09+0.00buy
STRS OHIO10,80016,100+5,3000.000.00+0.00buy
DF DENT & CO INC248,349253,250+4,9010.270.22-0.04buy
ASHFORD CAPITAL MANAGEMENT INC404,279408,682+4,4034.353.63-0.72buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM94,13890,110+4,0280.010.01-0.00sell
OPPENHEIMER ASSET MANAGEMENT INC.61,89658,035+3,8610.070.050.00sell
RHUMBLINE ADVISERS274,537271,226+3,3110.020.020.00sell
Gotham Asset Management, LLC15,10418,274+3,1700.020.02-0.00buy
TOWNSQUARE CAPITAL LLC27,95824,914+3,0440.040.030.00sell
ProShare Advisors LLC15,54218,424+2,8820.000.000.00buy
CAMBIAR INVESTORS LLC197,669200,060+2,3910.610.52-0.09buy
Zurcher Kantonalbank (Zurich Cantonalbank)16,91318,926+2,0130.010.000.00buy
Petrus Trust Company, LTA8,0689,907+1,8390.060.06-0.00buy
STEPHENS INC /AR/4,0785,734+1,6560.010.01+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS17,30818,895+1,5870.010.01-0.00buy
Inspire Investing, LLC4,1995,779+1,5800.040.04+0.00buy
TEXAS PERMANENT SCHOOL FUND CORP72,59073,971+1,3810.050.040.00buy
ALPS ADVISORS INC14,25515,352+1,0970.010.01-0.00buy
Motley Fool Asset Management LLC120,353121,316+9630.710.60-0.11buy
JANUS HENDERSON GROUP PLC1,087,3681,088,267+8990.050.040.00buy
Vanguard Personalized Indexing Management, LLC8,2678,898+6310.020.020.00buy
PROFUND ADVISORS LLC4,0784,624+5460.020.010.00buy
COMMERCE BANK8,9688,438+5300.010.000.00sell
Retirement Systems of Alabama106,721107,243+5220.040.03-0.01buy
YOUSIF CAPITAL MANAGEMENT, LLC40,84940,544+3050.040.030.00sell
OREGON PUBLIC EMPLOYEES RETIREMENT FUND23,96724,174+2070.030.030.00buy
CANADA LIFE ASSURANCE Co64,48564,322+1630.010.01-0.00sell
Summit Trail Advisors, LLC3,2483,363+1150.010.01-0.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM20,42220,522+1000.010.01-0.00buy
West Tower Group, LLC50136+860.000.02+0.02buy
Corton Capital Inc.5,1135,195+820.190.11-0.08buy
Balefire, LLC445526+810.010.01-0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS25,23025,308+780.010.01-0.00buy
Pearl River Capital, LLC4,0794,157+780.050.04-0.00buy
Radnor Capital Management, LLC4,8054,845+400.070.06-0.01buy
ELEVATION POINT WEALTH PARTNERS, LLC4,1474,185+380.030.03-0.01buy
Physician Wealth Advisors, Inc.67,84567,874+291.301.14-0.16buy
INSPIRION WEALTH ADVISORS, LLC85,00085,005+51.211.01-0.20buy
LGT Financial Advisors LLC6761-60.010.00-0.00sell
Hillsdale Investment Management Inc.9080-100.000.00-0.00sell
Institute for Wealth Management, LLC.6,7866,769-170.090.07-0.02sell
IEQ CAPITAL, LLC5,0215,000-210.010.01-0.00sell
Narus Financial Partners, LLC4,4494,426-230.170.14-0.03sell
Harvest Fund Management Co., Ltd11516-990.000.00-0.00sell
SECURIAN ASSET MANAGEMENT, INC7,2397,139-1000.020.01-0.00sell
SHEETS SMITH WEALTH MANAGEMENT7,9217,751-1700.090.07-0.02sell
NORDEA INVESTMENT MANAGEMENT AB35,57835,222-3560.000.00-0.00sell
ABN AMRO INVESTMENT SOLUTIONS17,82817,454-3740.030.02-0.01sell
SHELTON CAPITAL MANAGEMENT4,1723,742-4300.010.01-0.00sell
Eagle Bay Advisors LLC920197-7230.030.01-0.02sell
OSTRUM ASSET MANAGEMENT1,734712-1,0220.010.00-0.01sell
NBW CAPITAL LLC87,64886,615-1,0331.571.26-0.31sell
Aureus Asset Management, LLC417,923416,571-1,3522.452.02-0.43sell
Arkadios Wealth Advisors6,2894,903-1,3860.040.03-0.02sell
Eaton Financial Holdings Company, LLC40,62739,191-1,4360.790.63-0.17sell
Motley Fool Wealth Management, LLC141,235139,580-1,6550.600.49-0.11sell
Beck Bode, LLC41,46239,598-1,8640.770.59-0.18sell
ZACKS INVESTMENT MANAGEMENT21,47419,572-1,9020.020.02-0.00sell
B. Metzler seel. Sohn & Co. AG64,96862,374-2,5940.070.05-0.02sell
AGF MANAGEMENT LTD44,76642,021-2,7450.020.02-0.01sell
Iron Gate Global Advisors LLC42,81939,460-3,3590.720.52-0.20sell
Teza Capital Management LLC9,9744,808-5,1660.120.05-0.07sell
GENEVA CAPITAL MANAGEMENT LLC876,348870,735-5,6131.351.09-0.26sell
Thematics Asset Management80,60274,385-6,2170.290.22-0.07sell
AMICA MUTUAL INSURANCE CO28,55121,728-6,8230.250.16-0.09sell
PEREGRINE CAPITAL MANAGEMENT LLC130,879123,442-7,4370.290.25-0.04sell
Ophir Asset Management Pty Ltd329,987317,677-12,3105.684.18-1.50sell
Shay Capital LLC26,25010,000-16,2500.270.13-0.14sell
Swiss National Bank187,900168,700-19,2000.010.01-0.00sell
Aristotle Capital Boston, LLC621,034599,392-21,6421.461.21-0.25sell
ADVISORY RESEARCH INC61,60926,285-35,3240.620.27-0.36sell
GW&K Investment Management, LLC854,198809,235-44,9630.630.50-0.13sell
Grandeur Peak Global Advisors, LLC59,3592,381-56,9780.330.01-0.32sell
Advantage Alpha Capital Partners LP96,30135,524-60,7771.480.45-1.03sell
Van Berkom & Associates Inc.1,042,470981,351-61,1192.481.89-0.58sell
FRED ALGER MANAGEMENT, LLC184,20166,888-117,3130.080.02-0.05sell
KORNITZER CAPITAL MANAGEMENT INC /KS263,81875,326-188,4920.400.10-0.30sell
TimesSquare Capital Management, LLC536,078304,078-232,0000.610.30-0.31sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/740,177427,278-312,8990.020.01-0.01sell
ArrowMark Colorado Holdings LLC1,578,9111,209,652-369,2591.400.89-0.52sell
WASATCH ADVISORS LP7,267,7756,839,831-427,9443.352.50-0.86sell
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