Flex Ltd.
FLEX- 交易所
- Nasdaq
- 產業
- Printed Circuit Boards
- SEC CIK
- 0000866374
近 90 天，Flex Ltd. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,123 家機構在 13F 申報持有，市值合計 $561.2 億；第三點資本和Maverick 資本兩位大師持有。
2022 年第 3 季 13F 持有人
Flex Ltd. 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 376
- 較 2022 年第 2 季 +24 家
- 持有股數
- 4.39 億
- 較 2022 年第 2 季 +21.4 萬 (0.0%)
- 總市值
- $73.1 億
- 較 2022 年第 2 季 +$9.62 億 (+15.2%)
- 新進機構
- 68
- 另有 127 家加碼
- 清倉機構
- 44
- 另有 117 家減碼
另有 6 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FLEX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,123 | $561.2 億 |
| 2026 年第 1 季 | 789 | $230.9 億 |
| 2025 年第 4 季 | 766 | $220.6 億 |
| 2025 年第 3 季 | 700 | $206.4 億 |
| 2025 年第 2 季 | 648 | $188.6 億 |
| 2025 年第 1 季 | 584 | $124.2 億 |
| 2024 年第 4 季 | 571 | $151.2 億 |
| 2024 年第 3 季 | 501 | $130.4 億 |
| 2024 年第 2 季 | 475 | $115.2 億 |
| 2024 年第 1 季 | 473 | $113.0 億 |
| 2023 年第 4 季 | 477 | $120.2 億 |
| 2023 年第 3 季 | 451 | $111.2 億 |
| 2023 年第 2 季 | 442 | $118.4 億 |
| 2023 年第 1 季 | 428 | $98.7 億 |
| 2022 年第 4 季 | 416 | $94.0 億 |
| 2022 年第 3 季 | 376 | $73.1 億 |
| 2022 年第 2 季 | 358 | $63.5 億 |
| 2022 年第 1 季 | 354 | $82.2 億 |
| 2021 年第 4 季 | 352 | $82.3 億 |
| 2021 年第 3 季 | 322 | $80.7 億 |
| 2021 年第 2 季 | 332 | $83.4 億 |
| 2021 年第 1 季 | 335 | $87.1 億 |
2022 年第 3 季持有機構
每家機構持有 Flex Ltd. 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Frontier Capital Management Co LLC | 731,551 | $1,219 萬 | 0.14% | −3,888−0.5% | 減碼 |
| Blue Door Asset Management, LLC | 765,200 | $1,275 萬 | 16.00% | +50,000+7.0% | 加碼 |
| Northern Trust Corp | 768,159 | $1,280 萬 | 0.00% | −2,102−0.3% | 減碼 |
| Deutsche Bank AG | 867,969 | $1,446 萬 | 0.01% | −506,114−36.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 878,674 | $1,464 萬 | 2.04% | −748−0.1% | 減碼 |
| LPL Financial LLC | 934,181 | $1,556 萬 | 0.02% | +32,498+3.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 950,065 | $1,583 萬 | 0.06% | 00.0% | 不變 |
| JPMorgan Chase & Co | 979,182 | $1,631 萬 | 0.00% | +258,348+35.8% | 加碼 |
| TCW Group Inc | 1,010,118 | $1,683 萬 | 0.25% | −110,296−9.8% | 減碼 |
| Ionic Capital Management LLC | 1,052,685 | $1,754 萬 | 4.27% | +387,887+58.3% | 加碼 |
| Swiss National Bank | 1,085,200 | $1,808 萬 | 0.01% | −8,000−0.7% | 減碼 |
| California Public Employees Retirement System | 1,099,261 | $1,831 萬 | 0.02% | +216,495+24.5% | 加碼 |
| Kettle Hill Capital Management, LLC | 1,131,079 | $1,884 萬 | 4.46% | −139,971−11.0% | 減碼 |
| Park West Asset Management LLC | 1,140,000 | $1,899 萬 | 1.50% | +1,140,000 | 新進 |
| Ararat Capital Management, LP | 1,151,183 | $1,918 萬 | 8.02% | +1,151,183 | 新進 |
| Becker Capital Management Inc | 1,166,324 | $1,943 萬 | 1.02% | −53,299−4.4% | 減碼 |
| Storebrand Asset Management AS | 1,167,916 | $1,946 萬 | 0.12% | +13,070+1.1% | 加碼 |
| Cartenna Capital, LP | 1,250,000 | $2,083 萬 | 4.99% | +1,250,000 | 新進 |
| ARS Investment Partners, LLC | 1,251,072 | $2,084 萬 | 2.87% | +192,802+18.2% | 加碼 |
| Brandes Investment Partners, LP | 1,266,073 | $2,109 萬 | 0.55% | +91,995+7.8% | 加碼 |
| Amundi | 1,176,536 | $2,148 萬 | 0.01% | +82,376+7.5% | 加碼 |
| LMR Partners LLP | 1,400,000 | $2,332 萬 | 0.60% | −100,000−6.7% | 減碼 |
| Public Sector Pension Investment Board | 1,520,800 | $2,534 萬 | 0.22% | 00.0% | 不變 |
| Legal & General Group Plc | 1,544,644 | $2,573 萬 | 0.01% | −130,228−7.8% | 減碼 |
| Pendal Group Limited | 1,644,790 | $2,740 萬 | 0.27% | −151,700−8.4% | 減碼 |
| Invenomic Capital Management LP | 1,683,404 | $2,805 萬 | 2.42% | +143,302+9.3% | 加碼 |
| State of Wisconsin Investment Board | 1,704,528 | $2,840 萬 | 0.09% | +137,315+8.8% | 加碼 |
| UBS Asset Management Americas Inc | 1,763,246 | $2,938 萬 | 0.02% | +109,681+6.6% | 加碼 |
| Two Sigma Investments, LP | 1,817,057 | $3,027 萬 | 0.10% | +1,817,057 | 新進 |
| DekaBank Deutsche Girozentrale | 1,832,927 | $3,038 萬 | 0.09% | +93,225+5.4% | 加碼 |
| SEI Investments Co | 1,914,066 | $3,189 萬 | 0.07% | +200,810+11.7% | 加碼 |
| Morgan Stanley | 1,942,845 | $3,237 萬 | 0.00% | +364,683+23.1% | 加碼 |
| Millennium Management LLC | 1,965,687 | $3,275 萬 | 0.04% | −7,913−0.4% | 減碼 |
| Wells Fargo & Company | 1,987,176 | $3,311 萬 | 0.01% | −520,742−20.8% | 減碼 |
| Allianz Asset Management GmbH | 2,011,369 | $3,351 萬 | 0.08% | −4,470,556−69.0% | 減碼 |
| Thompson Siegel & Walmsley LLC | 2,069,280 | $3,447 萬 | 0.60% | −149,336−6.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 2,201,158 | $3,667 萬 | 0.06% | −64,761−2.9% | 減碼 |
| Point72 Asset Management, L.P. | 2,302,100 | $3,835 萬 | 0.17% | −247,900−9.7% | 減碼 |
| Goldman Sachs Group Inc | 2,385,319 | $3,974 萬 | 0.01% | −689,745−22.4% | 減碼 |
| Balyasny Asset Management LLC | 2,491,557 | $4,151 萬 | 0.16% | +1,327,223+114.0% | 加碼 |
| Sessa Capital IM, L.P. | 2,500,000 | $4,165 萬 | 2.97% | 00.0% | 不變 |
| Earnest Partners LLC | 2,769,071 | $4,613 萬 | 0.31% | +420,745+17.9% | 加碼 |
| Marshall Wace, LLP | 2,982,032 | $4,968 萬 | 0.12% | +28,168+1.0% | 加碼 |
| Voya Investment Management LLC | 3,033,449 | $5,054 萬 | 0.06% | +3,033,449 | 新進 |
| Shannon River Fund Management LLC | 3,069,370 | $5,114 萬 | 21.99% | −622,069−16.9% | 減碼 |
| Iridian Asset Management LLC | 3,075,866 | $5,124 萬 | 5.09% | −922,383−23.1% | 減碼 |
| Electron Capital Partners, LLC | 3,256,805 | $5,426 萬 | 2.60% | +3,256,805 | 新進 |
| Glenview Capital Management, LLC | 3,296,894 | $5,493 萬 | 1.39% | +3,283,694+24,876.5% | 加碼 |
| Jericho Capital Asset Management L.P. | 3,544,573 | $5,905 萬 | 3.75% | +3,544,573 | 新進 |
| Nishkama Capital, LLC | 3,918,410 | $6,528 萬 | 29.11% | +438,264+12.6% | 加碼 |
| Capital International Investors | 4,526,035 | $7,540 萬 | 0.02% | 00.0% | 不變 |
| State Street Corp | 4,553,828 | $7,587 萬 | 0.00% | −256,522−5.3% | 減碼 |
| Norges Bank | 4,770,941 | $7,948 萬 | 0.02% | −502,533−9.5% | 減碼 |
| 40 North Management LLC | 5,010,638 | $8,348 萬 | 3.84% | 00.0% | 不變 |
| Vanguard Group Inc | 5,334,036 | $8,887 萬 | 0.00% | −4,097−0.1% | 減碼 |
| Sound Shore Management Inc | 5,719,223 | $9,528 萬 | 3.85% | −1,116,721−16.3% | 減碼 |
| Massachusetts Financial Services Co | 5,762,349 | $9,600 萬 | 0.04% | +42,284+0.7% | 加碼 |
| BlackRock Inc. | 6,762,532 | $1.13 億 | 0.00% | +1,077,354+19.0% | 加碼 |
| FIL Ltd | 7,081,178 | $1.18 億 | 0.15% | −2,511,116−26.2% | 減碼 |
| Pzena Investment Management LLC | 7,485,298 | $1.25 億 | 0.62% | −315,063−4.0% | 減碼 |
| Macquarie Group Ltd | 7,700,908 | $1.28 億 | 0.16% | −37,473−0.5% | 減碼 |
| Boston Partners | 8,769,545 | $1.46 億 | 0.21% | −4,537,811−34.1% | 減碼 |
| Bank of America Corp | 9,897,322 | $1.65 億 | 0.02% | −510,486−4.9% | 減碼 |
| Sachem Head Capital Management LP | 10,670,000 | $1.78 億 | 6.62% | +4,820,000+82.4% | 加碼 |
| Dimensional Fund Advisors LP | 10,914,354 | $1.82 億 | 0.07% | −250,743−2.2% | 減碼 |
| Lyrical Asset Management LP | 11,301,669 | $1.88 億 | 3.89% | −1,630,609−12.6% | 減碼 |
| Franklin Resources Inc | 12,596,053 | $2.10 億 | 0.11% | −2,196,746−14.9% | 減碼 |
| Invesco Ltd. | 12,672,148 | $2.11 億 | 0.07% | +27,221+0.2% | 加碼 |
| Alliancebernstein L.P. | 21,193,114 | $3.53 億 | 0.17% | −686,219−3.1% | 減碼 |
| Victory Capital Management Inc | 22,155,538 | $3.69 億 | 0.43% | +1,013,241+4.8% | 加碼 |
| FMR LLC | 24,406,141 | $4.07 億 | 0.04% | +203,384+0.8% | 加碼 |
| Janus Henderson Group PLC | 27,358,790 | $4.56 億 | 0.34% | +1,227,696+4.7% | 加碼 |
| Wellington Management Group LLP | 27,598,724 | $4.60 億 | 0.10% | −8,383,770−23.3% | 減碼 |
| Primecap Management Co | 53,915,664 | $8.98 億 | 0.87% | −289,232−0.5% | 減碼 |
| Liontrust Investment Partners LLP | 5,000 | – | – | −55,000−91.7% | 減碼 |
| Sofos Investments, Inc. | 289 | – | – | +289 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,601−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −930,967−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −501,145−100.0% | 清倉 |
| Putnam Investments LLC | 0 | $0 | 0.00% | −485,300−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −374,958−100.0% | 清倉 |
| KBC Group NV | 0 | $0 | 0.00% | −160,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −148,510−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −144,548−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −97,200−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −75,654−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −50,140−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −30,018−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −27,947−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −27,740−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −26,819−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,664−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −20,023−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −18,273−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,610−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −15,115−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −14,654−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −14,679−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,103−100.0% | 清倉 |