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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$58K +$48.3K +1,525 New
DADC
152
D.A. Davidson & Co
Montana
$56K +$21K +662 +79%
RCM
153
Riverhead Capital Management
Delaware
$53K -$107K -3,385 -71%
AIM
154
Arcadia Investment Management
Michigan
$52K – – –
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$47K +$6.62K +209 +20%
Barclays
156
Barclays
United Kingdom
$42K +$35.3K +1,115 New
SAM
157
Solaris Asset Management
New York
$29K – – –
SWA
158
Sutton Wealth Advisors
Florida
$24.7K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$19K – – –
PFBT
160
Parkside Financial Bank & Trust
Missouri
$13K -$14.1K -445 -56%
ClearBridge Investments
161
ClearBridge Investments
New York
$8K +$6.65K +210 New
US Bancorp
162
US Bancorp
Minnesota
$3K – – –
VCM
163
Versant Capital Management
Arizona
$3K +$222 +7 +10%
IA
164
IFP Advisors
Florida
$3K +$2.25K +71 New
TWA
165
TCI Wealth Advisors
Arizona
$2K – – –
Creative Planning
166
Creative Planning
Kansas
$2K +$1.27K +40 +400%
QCG
167
Quadrant Capital Group
Ohio
$1K – – –
HRCM
168
Hood River Capital Management
Florida
– -$7.74M -254,750 Closed
Marshall Wace
169
Marshall Wace
United Kingdom
– -$6.66M -219,223 Closed
EAM
170
EverPoint Asset Management
Connecticut
– -$3.04M -100,000 Closed
Point72 Asset Management
171
Point72 Asset Management
Connecticut
– -$2.06M -67,900 Closed
TG
172
TCW Group
California
– -$334K -10,987 Closed
AQR Capital Management
173
AQR Capital Management
Connecticut
– -$210K -6,901 Closed
BCM
174
Bayesian Capital Management
New York
– -$209K -6,880 Closed
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
– -$184K -6,061 Closed