HoldingsChannel.com
On this page, we present all of the funds holding HEQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HEQ, with a link to that fund's top holdings. The next columns indicate the amount of HEQ stock held by each of the funds holding HEQ, followed by the HEQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding HEQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding HEQ), click the fund name in the "Holder" column of the funds-holding-HEQ table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Morgan Stanley | 493,632 | $4,961 | 12/31/2023 |
| HEQ | 493,632 | $4,961 | 12/31/2023 |
| Invesco Ltd. | 275,989 | $2,774 | 12/31/2023 |
| HEQ | 275,989 | $2,774 | 12/31/2023 |
| Bank of America Corp DE | 240,026 | $2,412 | 12/31/2023 |
| HEQ | 240,026 | $2,412 | 12/31/2023 |
| Shaker Financial Services LLC | 222,476 | $2,236 | 12/31/2023 |
| HEQ | 222,476 | $2,236 | 12/31/2023 |
| Wolverine Asset Management LLC | 160,640 | $1,614 | 12/31/2023 |
| HEQ | 160,640 | $1,614 | 12/31/2023 |
| Commonwealth Equity Services LLC | 135,143 | $1,358 | 12/31/2023 |
| HEQ | 135,143 | $1,358 | 12/31/2023 |
| Principal Securities Inc. | 116,395 | $1,170 | 12/31/2023 |
| HEQ | 116,395 | $1,170 | 12/31/2023 |
| CNH Partners LLC | 101,198 | $1,017 | 12/31/2023 |
| HEQ | 101,198 | $1,017 | 12/31/2023 |
| Wells Fargo & Company MN | 93,865 | $943 | 12/31/2023 |
| HEQ | 93,865 | $943 | 12/31/2023 |
| Logan Stone Capital LLC | 83,409 | $838 | 12/31/2023 |
| HEQ | 83,409 | $838 | 12/31/2023 |
| Guggenheim Capital LLC | 76,779 | $772 | 12/31/2023 |
| HEQ | 76,779 | $772 | 12/31/2023 |
| Landscape Capital Management L.L.C. | 75,679 | $761 | 12/31/2023 |
| HEQ | 75,679 | $761 | 12/31/2023 |
| Advisor Group Holdings Inc. | 75,180 | $756 | 12/31/2023 |
| HEQ | 75,180 | $756 | 12/31/2023 |
| Saba Capital Management L.P. | 73,430 | $738 | 12/31/2023 |
| HEQ | 73,430 | $738 | 12/31/2023 |
| 1607 Capital Partners LLC | 61,666 | $620 | 12/31/2023 |
| HEQ | 61,666 | $620 | 12/31/2023 |
| Envestnet Asset Management Inc. | 61,290 | $616 | 12/31/2023 |
| HEQ | 61,290 | $616 | 12/31/2023 |
| LPL Financial LLC | 57,646 | $579 | 12/31/2023 |
| HEQ | 57,646 | $579 | 12/31/2023 |
| National Asset Management Inc. | 47,409 | $476 | 12/31/2023 |
| HEQ | 47,409 | $476 | 12/31/2023 |
| Pathstone Holdings LLC | 47,348 | $476 | 12/31/2023 |
| HEQ | 47,348 | $476 | 12/31/2023 |
| Royal Bank of Canada | 45,394 | $456 | 12/31/2023 |
| HEQ | 45,394 | $456 | 12/31/2023 |
| UBS Group AG | 40,063 | $403 | 12/31/2023 |
| HEQ | 40,063 | $403 | 12/31/2023 |
| Ameriprise Financial Inc. | 33,409 | $336 | 12/31/2023 |
| HEQ | 33,409 | $336 | 12/31/2023 |
| Raymond James & Associates | 16,999 | $171 | 12/31/2023 |
| HEQ | 16,999 | $171 | 12/31/2023 |
| Quantedge Capital Pte Ltd | 13,274 | $133 | 12/31/2023 |
| HEQ | 13,274 | $133 | 12/31/2023 |
| Silverlake Wealth Management LLC | 12,273 | $129 | 03/31/2024 |
| HEQ | 12,273 | $129 | 03/31/2024 |
| Blue Bell Private Wealth Management LLC | 4,100 | $41 | 12/31/2023 |
| HEQ | 4,100 | $41 | 12/31/2023 |
| Comerica Bank | 3,556 | $36 | 12/31/2023 |
| HEQ | 3,556 | $36 | 12/31/2023 |
| Advisory Services Network LLC | 1,780 | $18 | 12/31/2023 |
| HEQ | 1,780 | $18 | 12/31/2023 |
| GWM Advisors LLC | 398 | $4 | 12/31/2023 |
| HEQ | 398 | $4 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| HEQ | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HEQ
See Details: Top 10 Hedge Funds Holding HEQ
Also See: HEQ Insider Buying
Also See: HEQ Holdings Changes
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