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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$620K +$57.9K +915 +11%
CF
202
CNA Financial
Illinois
$609K -$33K -521 -5%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$608K -$66.5K -1,050 -10%
LOAME
204
Lombard Odier Asset Management (Europe)
United Kingdom
$605K -$5.06M -80,000 -90%
FC
205
FORA Capital
Florida
$604K +$65.3K +1,032 +13%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$598K +$443K +6,995 +366%
CB
207
Commerce Bank
Missouri
$591K
VI
208
Vestcor Inc
New Brunswick, Canada
$548K +$516K +8,160 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$542K -$148K -2,331 -22%
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
$528K -$38.9K -614 -7%
DTL
211
Dynamic Technology Lab
Singapore
$521K -$894K -14,130 -65%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$519K
SAM
213
Securian Asset Management
Minnesota
$517K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$507K -$32.6K -515 -6%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$501K -$7.28K -115 -2%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$475K +$448K +7,075 New
IFWM
217
Institute for Wealth Management
Colorado
$460K
PFO
218
Pathstone Family Office
New Jersey
$455K +$429K +6,781 New
PCM
219
Prelude Capital Management
New York
$454K +$175K +2,764 +69%
NAM
220
NorthCrest Asset Manangement
Minnesota
$410K
MLL
221
Moody Lynn & Lieberson
Massachusetts
$406K +$383K +6,047 New
MAM
222
Morse Asset Management
Connecticut
$385K +$363K +5,730 New
Verition Fund Management
223
Verition Fund Management
Connecticut
$383K +$360K +5,696 New
PA
224
Profund Advisors
Maryland
$381K -$3.86K -61 -1%
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
$379K +$14.6K +231 +4%