跳到主要內容

Sciencast Management LP

SEC CIK
0001653169
最新申報
2026/7/28

2022 年第 2 季持倉

持倉截至 2022/6/30,2022/8/3 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
374
較 2022 年第 1 季 −151
總值
$4.44 億
較 2022 年第 1 季 +$823.3 萬 (+1.9%)
申報日
2022/8/3
SEC
Sciencast Management LP 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PBFPBF Energy Inc.CL A26,888$87.8 萬0.2%+26,888新進歷史
HOLXHologic IncCOM12,482$87.8 萬0.2%+6,986+127.1%加碼歷史
CTLTCatalent, Inc.COM7,775$88.4 萬0.2%−209−2.6%減碼歷史
TRIThomson Reuters CorpCOM NEW7,855$88.8 萬0.2%+7,855新進歷史
HPEHewlett Packard Enterprise CoCOM63,600$90.0 萬0.2%−2,087−3.2%減碼歷史
AFLAflac IncStock15,741$90.3 萬0.2%+1,231+8.5%加碼歷史
BLBlackline, Inc.COM14,431$90.4 萬0.2%+10,764+293.5%加碼歷史
DRIDarden Restaurants IncCOM7,308$90.9 萬0.2%+4,978+213.6%加碼歷史
ANSSAnsys IncCOM3,319$92.2 萬0.2%+1,208+57.2%加碼歷史
TRMBTrimble Inc.COM13,634$93.6 萬0.2%+13,634新進歷史
CCKCrown Holdings, Inc.COM9,318$94.3 萬0.2%−16,503−63.9%減碼歷史
FDXFedEx CorpStock4,115$94.5 萬0.2%+4,115新進歷史
ILMNIllumina, Inc.COM4,474$95.9 萬0.2%+4,474新進歷史
TWTradeweb Markets Inc.Stock13,722$96.7 萬0.2%+3,327+32.0%加碼歷史
ETREntergy CorpCOM8,404$96.7 萬0.2%−4,883−36.8%減碼歷史
GPCGenuine Parts CoStock6,356$97.0 萬0.2%+6,356新進歷史
MOAltria Group, Inc.Stock22,030$97.0 萬0.2%+22,030新進歷史
GFSGLOBALFOUNDRIES Inc.Stock19,143$97.0 萬0.2%+19,143新進歷史
HDHome Depot, Inc.Stock3,263$97.3 萬0.2%+3,263新進歷史
LRCXLam Research CorpCOM1,970$97.3 萬0.2%+1,970新進歷史
KEYKeycorpCOM53,660$97.7 萬0.2%−12,414−18.8%減碼歷史
NXPINXP Semiconductors N.V.COM5,381$98.7 萬0.2%−526−8.9%減碼歷史
HAINHain Celestial Group IncCOM43,918$99.1 萬0.2%+43,918新進歷史
AAPAdvance Auto Parts IncCOM5,248$101.0 萬0.2%+5,248新進歷史
GDGeneral Dynamics CorpStock4,557$102.6 萬0.2%+4,557新進歷史
PIIPolaris Inc.Stock8,962$104.1 萬0.2%−2,002−18.3%減碼歷史
CDWCDW CorpCOM5,825$104.8 萬0.2%+5,825新進歷史
CAHCardinal Health IncStock17,781$105.5 萬0.2%+10,427+141.8%加碼歷史
NDAQNasdaq, Inc.COM5,891$106.6 萬0.2%−531−8.3%減碼歷史
Atlantica Sustainable Infr PG0751N103SHS30,115$107.8 萬0.2%+19,515+184.1%加碼–
AVLRAvalara, Inc.COM12,510$107.9 萬0.2%+8,100+183.7%加碼歷史
FLEXFlex Ltd.Stock64,784$109.6 萬0.2%−3,664−5.4%減碼歷史
SFNCSimmons First National CorpCL A $1 PAR46,485$109.6 萬0.2%+46,485新進歷史
DOCUDocuSign, Inc.Stock18,210$113.9 萬0.3%+18,210新進歷史
GLGlobe Life Inc.COM11,271$114.1 萬0.3%−3,361−23.0%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM30,310$115.4 萬0.3%+25,392+516.3%加碼歷史
DARDarling Ingredients Inc.COM16,733$115.8 萬0.3%+13,569+428.9%加碼歷史
DHIHorton D R IncCOM15,413$118.5 萬0.3%−17,750−53.5%減碼歷史
ORLYO Reilly Automotive IncStock1,700$119.7 萬0.3%+1,700新進歷史
OMCLOmnicell, Inc.COM10,939$120.1 萬0.3%+10,939新進歷史
BBWIBath & Body Works, Inc.COM34,508$120.5 萬0.3%+6,104+21.5%加碼歷史
ESTCElastic N.V.ORD SHS15,381$121.2 萬0.3%+15,381新進歷史
HUNHuntsman CORPCOM41,688$121.6 萬0.3%+6,568+18.7%加碼歷史
LSCCLattice Semiconductor CorpCOM20,069$122.1 萬0.3%+20,069新進歷史
DISWalt Disney CoStock11,753$124.0 萬0.3%+11,753新進歷史
VSTVistra Corp.Stock48,693$124.6 萬0.3%+2,521+5.5%加碼歷史
DOXAmdocs LtdSHS14,354$124.7 萬0.3%+14,354新進歷史
EQHEquitable Holdings, Inc.COM44,230$125.1 萬0.3%+44,230新進歷史
WBSWebster Financial CorpCOM27,249$126.3 萬0.3%+27,249新進歷史
BENFranklin Templeton IncCOM46,419$127.1 萬0.3%+46,419新進歷史
MRKMerck & Co., Inc.Stock14,400$128.4 萬0.3%+14,400新進歷史
FLFoot Locker, Inc.COM46,211$129.0 萬0.3%+46,211新進歷史
AALAmerican Airlines Group Inc.Stock94,123$129.1 萬0.3%+94,123新進歷史
ADPAutomatic Data Processing IncStock5,413$129.5 萬0.3%−4,756−46.8%減碼歷史
CRLCharles River Laboratories International, Inc.COM5,297$130.9 萬0.3%+5,297新進歷史
DGXQuest Diagnostics IncCOM9,679$132.1 萬0.3%−1,112−10.3%減碼歷史
AXTAAxalta Coating Systems Ltd.COM52,336$132.3 萬0.3%+52,336新進歷史
HSICHenry Schein IncCOM16,817$132.3 萬0.3%+16,817新進歷史
CRMSalesforce, Inc.Stock7,312$132.9 萬0.3%−736−9.1%減碼歷史
AEMAgnico Eagle Mines LtdStock30,853$132.9 萬0.3%+30,853新進歷史
DEDeere & CoStock3,901$133.5 萬0.3%+2,370+154.8%加碼歷史
APAAPA CorpStock36,526$133.9 萬0.3%+36,526新進歷史
ACIAlbertsons Companies, Inc.COMMON STOCK49,910$134.3 萬0.3%+49,910新進歷史
CARRCarrier Global CorpStock33,757$134.6 萬0.3%+28,655+561.6%加碼歷史
BURLBurlington Stores, Inc.COM9,742$134.7 萬0.3%+8,282+567.3%加碼歷史
BXBlackstone Inc.COM13,506$137.4 萬0.3%+13,506新進歷史
UGIUgi CorpStock31,675$137.5 萬0.3%+31,675新進歷史
MDRXVeradigm Inc.COM88,361$137.8 萬0.3%+88,361新進歷史
PGRProgressive CorpStock12,037$138.3 萬0.3%+12,037新進歷史
SNPSSynopsys IncCOM3,803$138.7 萬0.3%−1,447−27.6%減碼歷史
XYLXylem Inc.COM15,560$142.1 萬0.3%+15,560新進歷史
NTRNutrien Ltd.COM16,764$142.3 萬0.3%+16,764新進歷史
THCTenet Healthcare CorpCOM NEW21,796$142.5 萬0.3%+21,796新進歷史
DGDollar General CorpCOM5,761$142.7 萬0.3%−5,359−48.2%減碼歷史
EIXEdison InternationalStock21,609$145.6 萬0.3%+18,589+615.5%加碼歷史
LMTLockheed Martin CorpStock3,539$145.7 萬0.3%+1,238+53.8%加碼歷史
ZBRAZebra Technologies CorpCL A4,189$146.6 萬0.3%+4,189新進歷史
EWBCEast West Bancorp IncCOM20,853$148.2 萬0.3%+20,853新進歷史
HUMHumana IncStock3,112$149.4 萬0.3%−1,971−38.8%減碼歷史
CVSCVS Health CorpStock16,048$153.0 萬0.3%+16,048新進歷史
SJMJ M SMUCKER CoStock11,681$153.4 萬0.3%+11,681新進歷史
IAAIAA, Inc.COM40,829$153.6 萬0.3%+40,829新進歷史
COOPMaverick Merger Sub 2, LLCCOM34,246$153.9 萬0.3%+34,246新進歷史
FMCFMC CorpCOM NEW13,934$154.1 萬0.3%+13,934新進歷史
BBYBest Buy Co IncStock20,431$154.5 萬0.3%+20,431新進歷史
ALLEAllegion plcORD SHS14,961$155.7 萬0.4%+12,226+447.0%加碼歷史
DPZDominos Pizza IncCOM4,033$157.4 萬0.4%+4,033新進歷史
CVXChevron CorpStock9,791$158.9 萬0.4%+9,791新進歷史
RPMRPM International IncCOM17,609$159.0 萬0.4%+17,609新進歷史
CFRCullen/Frost Bankers, Inc.COM12,332$160.8 萬0.4%+12,332新進歷史
WWEWorld Wrestling Entertainment, LLCCL A23,414$161.7 萬0.4%+16,417+234.6%加碼歷史
NTRSNorthern Trust CorpCOM16,326$162.1 萬0.4%+16,326新進歷史
LNTAlliant Energy CorpStock26,542$162.2 萬0.4%+26,542新進歷史
CHTRCharter Communications, Inc.CL A3,749$163.7 萬0.4%−2,841−43.1%減碼歷史
EMNEastman Chemical CoStock17,377$164.2 萬0.4%+17,377新進歷史
CSXCSX CorpStock51,509$165.9 萬0.4%+15,517+43.1%加碼歷史
CLXClorox CoStock11,901$169.0 萬0.4%+8,762+279.1%加碼歷史
SCIService Corp InternationalCOM22,833$170.0 萬0.4%+22,833新進歷史
AAgilent Technologies, Inc.COM12,819$170.9 萬0.4%−14,366−52.8%減碼歷史
CCitigroup IncStock34,218$176.7 萬0.4%+34,218新進歷史

2022 年第 1 季之後清倉(394 檔)

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 394 檔。

Sciencast Management LP 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
CICigna GroupStock15,040$372.6 萬0.9%歷史
PEPPepsiCo IncStock21,517$369.1 萬0.8%歷史
KMIKinder Morgan, Inc.Stock190,558$364.3 萬0.8%歷史
MCOMoodys CorpStock10,632$362.3 萬0.8%歷史
COSTCostco Wholesale CorpStock6,248$360.8 萬0.8%歷史
AKAMAkamai Technologies IncCOM30,098$358.3 萬0.8%歷史
JCIJohnson Controls International plcStock54,839$357.2 萬0.8%歷史
FISVFiserv IncStock34,646$357.2 萬0.8%歷史
WMWaste Management IncStock22,246$357.0 萬0.8%歷史
CSCOCisco Systems, Inc.Stock64,564$348.4 萬0.8%歷史
PNCPNC Financial Services Group, Inc.Stock19,123$348.4 萬0.8%歷史
MDLZMondelez International, Inc.Stock55,045$347.2 萬0.8%歷史
NTAPNetApp, Inc.Stock43,354$347.2 萬0.8%歷史
TXNTexas Instruments IncStock19,611$346.9 萬0.8%歷史
SHWSherwin Williams CoCOM13,509$345.5 萬0.8%歷史
NOWServiceNow, Inc.Stock6,464$339.4 萬0.8%歷史
CNCCentene CorpStock39,595$338.5 萬0.8%歷史
CMECME Group Inc.COM13,636$328.0 萬0.8%歷史
CHDChurch & Dwight Co IncCOM31,572$320.5 萬0.7%歷史
EWEdwards Lifesciences CorpStock27,022$318.8 萬0.7%歷史
IEXIdex CorpCOM16,642$317.1 萬0.7%歷史
YUMYum Brands IncStock26,865$312.7 萬0.7%歷史
BACBank of America CorpStock77,525$307.7 萬0.7%歷史
JNJJohnson & JohnsonStock17,067$306.9 萬0.7%歷史
MAMastercard IncStock8,436$299.2 萬0.7%歷史
TAT&T Inc.Stock124,077$294.9 萬0.7%歷史
HUBBHubbell IncCOM16,229$293.2 萬0.7%歷史
CTSHCognizant Technology Solutions CorpCL A32,974$284.8 萬0.7%歷史
AEEAmeren CorpCOM29,388$283.1 萬0.6%歷史
KBRKBR, Inc.COM49,766$271.0 萬0.6%歷史
AWKAmerican Water Works Company, Inc.Stock16,103$270.8 萬0.6%歷史
UNPUnion Pacific CorpStock10,682$260.5 萬0.6%歷史
ZTSZoetis Inc.Stock12,695$238.2 萬0.5%歷史
GISGeneral Mills IncStock33,916$235.0 萬0.5%歷史
FASTFastenal CoStock38,725$228.9 萬0.5%歷史
PRUPrudential Financial IncStock19,383$227.1 萬0.5%歷史
VLOValero Energy CorpStock21,711$226.9 萬0.5%歷史
ELVElevance Health, Inc.Stock4,447$221.4 萬0.5%歷史
IQVIQVIA Holdings Inc.Stock9,203$217.8 萬0.5%歷史
ULTAUlta Beauty, Inc.Stock5,471$213.5 萬0.5%歷史
COFCapital One Financial CorpStock16,324$213.3 萬0.5%歷史
MRSHMarsh & McLennan Companies, Inc.Stock12,158$206.9 萬0.5%歷史
CMSCMS Energy CorpCOM28,519$206.1 萬0.5%歷史
HESHess CorpStock17,916$194.7 萬0.4%歷史
LPLALPL Financial Holdings Inc.COM9,659$178.1 萬0.4%歷史
MASMasco CorpCOM34,960$175.7 萬0.4%歷史
PHMPultegroup IncCOM42,086$172.3 萬0.4%歷史
MDUMdu Resources Group IncStock64,333$171.4 萬0.4%歷史
MTBM&T Bank CorpCOM10,361$169.5 萬0.4%歷史
TWTRTwitter, Inc.COM30,233$158.8 萬0.4%歷史
WYNNWynn Resorts LtdCOM20,877$158.2 萬0.4%歷史
WWDWoodward, Inc.COM13,201$158.1 萬0.4%歷史
APDAir Products & Chemicals, Inc.Stock6,177$153.4 萬0.4%歷史
ODFLOld Dominion Freight Line, Inc.COM5,785$153.4 萬0.4%歷史
BRBroadridge Financial Solutions, Inc.Stock9,580$151.8 萬0.3%歷史
CCEPCoca-Cola Europacific Partners plcSHS31,285$151.0 萬0.3%歷史
GOOGLAlphabet Inc.Stock540$148.1 萬0.3%歷史
ARWArrow Electronics, Inc.COM13,192$148.0 萬0.3%歷史
PWRQuanta Services, Inc.COM11,533$146.6 萬0.3%歷史
FITBFifth Third BancorpCOM35,523$145.9 萬0.3%歷史
BPOPPopular, Inc.COM NEW17,984$144.6 萬0.3%歷史
OSKOshkosh CorpCOM14,501$140.6 萬0.3%歷史
UNHUnitedHealth Group IncStock2,633$137.6 萬0.3%歷史
CSGPCostar Group, Inc.COM20,839$134.6 萬0.3%歷史
BALLBALL CorpCOM15,088$133.3 萬0.3%歷史
LIILennox International IncCOM5,102$132.3 萬0.3%歷史
DKSDick's Sporting Goods, Inc.Stock13,239$129.1 萬0.3%歷史
UBSUBS Group AGStock68,468$127.0 萬0.3%歷史
CTVACorteva, Inc.Stock21,697$126.4 萬0.3%歷史
MCHPMicrochip Technology IncStock17,681$122.9 萬0.3%歷史
TSCOTractor Supply CoCOM5,433$120.0 萬0.3%歷史
WHRWhirlpool CorpStock6,996$118.2 萬0.3%歷史
PLAYDave & Buster's Entertainment, Inc.COM27,574$117.5 萬0.3%歷史
NXSTNexstar Media Group, Inc.COMMON STOCK6,313$115.1 萬0.3%歷史
BYDBoyd Gaming CorpCOM18,499$114.8 萬0.3%歷史
HPHelmerich & Payne, Inc.COM25,806$114.8 萬0.3%歷史
KDPKeurig Dr Pepper Inc.COM30,125$113.7 萬0.3%歷史
NWLNewell Brands Inc.Stock51,838$113.1 萬0.3%歷史
MSMMSC Industrial Direct Co IncCL A13,099$110.2 萬0.3%歷史
SPGIS&P Global Inc.Stock2,701$109.9 萬0.3%歷史
ATIAti IncStock39,283$107.9 萬0.2%歷史
FCXFreeport-McMoran IncStock22,079$107.4 萬0.2%歷史
TXRHTexas Roadhouse, Inc.COM12,880$104.3 萬0.2%歷史
GLWCorning IncCOM29,831$103.8 萬0.2%歷史
ANAutonation, Inc.COM10,311$101.2 萬0.2%歷史
AOSSmith A O CorpCOM15,657$100.8 萬0.2%歷史
KEYSKeysight Technologies, Inc.Stock6,650$100.4 萬0.2%歷史
MKTXMarketaxess Holdings IncCOM3,340$98.8 萬0.2%歷史
ACMAecomCOM13,271$98.7 萬0.2%歷史
AERAerCap Holdings N.V.SHS19,314$93.8 萬0.2%歷史
PNRPENTAIR plcSHS17,472$92.4 萬0.2%歷史
AFGAmerican Financial Group IncCOM6,279$91.7 萬0.2%歷史
IPGInterpublic Group of Companies, Inc.COM25,509$89.7 萬0.2%歷史
KKellanovaStock13,474$89.3 萬0.2%歷史
ETSYEtsy IncCOM7,210$88.9 萬0.2%歷史
WTFCWintrust Financial CorpCOM9,562$87.0 萬0.2%歷史
HIIHuntington Ingalls Industries, Inc.COM4,101$83.1 萬0.2%歷史
WRKWestRock CoCOM17,547$81.7 萬0.2%歷史
RSReliance, Inc.COM4,557$81.5 萬0.2%歷史
VACMarriott Vacations Worldwide CorpCOM5,461$81.3 萬0.2%歷史