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 4 季 13F 持有人
Flex Ltd. 在 2022/12/31 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
- 416
- 較 2022 年第 3 季 +43 家
- 持有股數
- 4.40 億
- 較 2022 年第 3 季 +190.9 萬 (+0.4%)
- 總市值
- $94.0 億
- 較 2022 年第 3 季 +$20.9 億 (+28.6%)
- 新進機構
- 77
- 另有 143 家加碼
- 清倉機構
- 34
- 另有 132 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AXA S.A. | 361,600 | $776.0 萬 | 0.03% | +349,700+2,938.7% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 376,328 | $807.6 萬 | 0.04% | +265,314+239.0% | 加碼 |
| Group One Trading, L.P. | 379,479 | $814.4 萬 | 0.28% | +71,066+23.0% | 加碼 |
| Meitav Dash Investments Ltd | 379,532 | $815.2 萬 | 0.14% | 00.0% | 不變 |
| Twin Tree Management, LP | 384,962 | $826.1 萬 | 0.25% | +362,739+1,632.3% | 加碼 |
| California State Teachers Retirement System | 402,864 | $864.5 萬 | 0.01% | +3,174+0.8% | 加碼 |
| Kettle Hill Capital Management, LLC | 409,542 | $878.9 萬 | 1.73% | −721,537−63.8% | 減碼 |
| Boothbay Fund Management, LLC | 414,894 | $890.4 萬 | 0.30% | +45,725+12.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 417,909 | $896.8 萬 | 0.03% | +146,158+53.8% | 加碼 |
| Gabelli Funds LLC | 422,500 | $906.7 萬 | 0.07% | 00.0% | 不變 |
| Raymond James & Associates | 426,613 | $915.5 萬 | 0.01% | +109,530+34.5% | 加碼 |
| Clayton Partners LLC | 427,935 | $918.3 萬 | 8.69% | +10,680+2.6% | 加碼 |
| Redwood Grove Capital, LLC | 440,042 | $944.3 萬 | 4.69% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 450,472 | $966.7 萬 | 0.00% | −4,180−0.9% | 減碼 |
| Brant Point Investment Management LLC | 475,463 | $1,020 萬 | 2.90% | −15,267−3.1% | 減碼 |
| Tocqueville Asset Management L.P. | 480,900 | $1,032 萬 | 0.20% | −61,150−11.3% | 減碼 |
| Ardsley Advisory Partners LP | 490,500 | $1,053 萬 | 2.67% | −33,900−6.5% | 減碼 |
| Royce & Associates LP | 494,081 | $1,060 萬 | 0.11% | +44,500+9.9% | 加碼 |
| Clearline Capital LP | 509,346 | $1,093 萬 | 1.96% | 00.0% | 不變 |
| Long Focus Capital Management, LLC | 532,500 | $1,143 萬 | 1.88% | −45,000−7.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 534,685 | $1,147 萬 | 0.10% | +314,692+143.0% | 加碼 |
| Geode Capital Management, LLC | 542,215 | $1,164 萬 | 0.00% | −119,933−18.1% | 減碼 |
| Envestnet Asset Management Inc | 563,107 | $1,208 萬 | 0.01% | +70,591+14.3% | 加碼 |
| Ameriprise Financial Inc | 568,415 | $1,220 萬 | 0.00% | −29,982−5.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 583,603 | $1,252 萬 | 0.07% | +149,391+34.4% | 加碼 |
| Portolan Capital Management, LLC | 596,791 | $1,281 萬 | 1.27% | +263,354+79.0% | 加碼 |
| S&T Bank | 609,812 | $1,309 萬 | 2.42% | −14,497−2.3% | 減碼 |
| Two Sigma Advisers, LP | 633,300 | $1,359 萬 | 0.04% | +326,300+106.3% | 加碼 |
| Charles Schwab Investment Management Inc | 633,614 | $1,360 萬 | 0.00% | −5,781−0.9% | 減碼 |
| Maplelane Capital, LLC | 635,000 | $1,363 萬 | 4.58% | +635,000 | 新進 |
| Holocene Advisors, LP | 640,040 | $1,374 萬 | 0.08% | +240,040+60.0% | 加碼 |
| Man Group plc | 667,035 | $1,431 萬 | 0.05% | +371,465+125.7% | 加碼 |
| Blue Door Asset Management, LLC | 685,200 | $1,470 萬 | 17.03% | −80,000−10.5% | 減碼 |
| Point72 Asset Management, L.P. | 703,900 | $1,511 萬 | 0.06% | −1,598,200−69.4% | 減碼 |
| Credit Suisse AG | 709,147 | $1,522 萬 | 0.02% | +126,555+21.7% | 加碼 |
| Frontier Capital Management Co LLC | 729,383 | $1,565 萬 | 0.17% | −2,168−0.3% | 減碼 |
| LPL Financial LLC | 759,965 | $1,631 萬 | 0.01% | −174,216−18.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 804,444 | $1,726 萬 | 0.02% | +600,707+294.8% | 加碼 |
| Walleye Capital LLC | 808,202 | $1,734 萬 | 0.38% | +150,433+22.9% | 加碼 |
| Northern Trust Corp | 819,297 | $1,758 萬 | 0.00% | +51,138+6.7% | 加碼 |
| Public Sector Pension Investment Board | 853,008 | $1,831 萬 | 0.15% | −667,792−43.9% | 減碼 |
| Wolverine Trading, LLC | 862,352 | $1,851 萬 | 0.32% | +841,184+3,973.8% | 加碼 |
| JPMorgan Chase & Co | 875,782 | $1,880 萬 | 0.00% | −103,400−10.6% | 減碼 |
| Deutsche Bank AG | 882,902 | $1,895 萬 | 0.01% | +14,933+1.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 889,194 | $1,908 萬 | 2.39% | +10,520+1.2% | 加碼 |
| Ionic Capital Management LLC | 902,685 | $1,937 萬 | 5.82% | −150,000−14.2% | 減碼 |
| Decade Renewable Partners LP | 907,136 | $1,947 萬 | 7.27% | +907,136 | 新進 |
| State of New Jersey Common Pension Fund D | 1,049,559 | $2,252 萬 | 0.09% | +99,494+10.5% | 加碼 |
| Brandes Investment Partners, LP | 1,072,116 | $2,301 萬 | 0.64% | −193,957−15.3% | 減碼 |
| California Public Employees Retirement System | 1,085,679 | $2,330 萬 | 0.02% | −13,582−1.2% | 減碼 |
| TCW Group Inc | 1,092,987 | $2,346 萬 | 0.34% | +82,869+8.2% | 加碼 |
| Balyasny Asset Management LLC | 1,100,301 | $2,361 萬 | 0.08% | −1,391,256−55.8% | 減碼 |
| Swiss National Bank | 1,101,300 | $2,363 萬 | 0.02% | +16,100+1.5% | 加碼 |
| Becker Capital Management Inc | 1,105,690 | $2,373 萬 | 1.11% | −60,634−5.2% | 減碼 |
| LSV Asset Management | 1,135,530 | $2,437 萬 | 0.05% | +410,100+56.5% | 加碼 |
| Ararat Capital Management, LP | 1,167,103 | $2,505 萬 | 8.34% | +15,920+1.4% | 加碼 |
| Storebrand Asset Management AS | 1,207,105 | $2,590 萬 | 0.14% | +39,189+3.4% | 加碼 |
| ARS Investment Partners, LLC | 1,232,722 | $2,645 萬 | 3.52% | −18,350−1.5% | 減碼 |
| Cartenna Capital, LP | 1,250,000 | $2,683 萬 | 4.63% | 00.0% | 不變 |
| Pendal Group Limited | 1,322,857 | $2,839 萬 | 0.25% | −321,933−19.6% | 減碼 |
| LMR Partners LLP | 1,350,000 | $2,897 萬 | 0.67% | −50,000−3.6% | 減碼 |
| Invenomic Capital Management LP | 1,373,551 | $2,948 萬 | 2.14% | −309,853−18.4% | 減碼 |
| Amundi | 1,315,591 | $3,078 萬 | 0.02% | +139,055+11.8% | 加碼 |
| Encompass Capital Advisors LLC | 1,497,798 | $3,214 萬 | 1.76% | +1,497,798 | 新進 |
| Clark Capital Management Group, Inc. | 1,568,470 | $3,366 萬 | 0.31% | +1,568,470 | 新進 |
| Legal & General Group Plc | 1,586,124 | $3,404 萬 | 0.01% | +41,480+2.7% | 加碼 |
| UBS Asset Management Americas Inc | 1,694,069 | $3,635 萬 | 0.02% | −69,177−3.9% | 減碼 |
| SEI Investments Co | 1,706,676 | $3,663 萬 | 0.08% | −207,390−10.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 1,734,481 | $3,722 萬 | 0.60% | −334,799−16.2% | 減碼 |
| Park West Asset Management LLC | 1,813,080 | $3,891 萬 | 3.90% | +673,080+59.0% | 加碼 |
| Two Sigma Investments, LP | 1,842,676 | $3,954 萬 | 0.13% | +25,619+1.4% | 加碼 |
| Renaissance Technologies LLC | 1,938,154 | $4,159 萬 | 0.06% | +1,501,100+343.5% | 加碼 |
| Wells Fargo & Company | 1,996,222 | $4,284 萬 | 0.01% | +9,046+0.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,130,714 | $4,465 萬 | 0.12% | +297,787+16.2% | 加碼 |
| State of Wisconsin Investment Board | 2,158,827 | $4,633 萬 | 0.15% | +454,299+26.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,163,967 | $4,644 萬 | 0.08% | −37,191−1.7% | 減碼 |
| Allianz Asset Management GmbH | 2,171,758 | $4,661 萬 | 0.10% | +160,389+8.0% | 加碼 |
| Capital International Investors | 2,291,735 | $4,918 萬 | 0.01% | −2,234,300−49.4% | 減碼 |
| Nishkama Capital, LLC | 2,302,331 | $4,941 萬 | 16.69% | −1,616,079−41.2% | 減碼 |
| Goldman Sachs Group Inc | 2,416,050 | $5,185 萬 | 0.01% | +30,731+1.3% | 加碼 |
| Iridian Asset Management LLC | 2,455,840 | $5,270 萬 | 5.08% | −620,026−20.2% | 減碼 |
| Sessa Capital IM, L.P. | 2,500,000 | $5,365 萬 | 3.30% | 00.0% | 不變 |
| FIL Ltd | 2,516,816 | $5,401 萬 | 0.06% | −4,564,362−64.5% | 減碼 |
| Morgan Stanley | 2,533,018 | $5,436 萬 | 0.01% | +590,173+30.4% | 加碼 |
| Earnest Partners LLC | 2,699,387 | $5,793 萬 | 0.36% | −69,684−2.5% | 減碼 |
| Marshall Wace, LLP | 2,797,434 | $6,003 萬 | 0.15% | −184,598−6.2% | 減碼 |
| Shannon River Fund Management LLC | 2,861,029 | $6,140 萬 | 19.52% | −208,341−6.8% | 減碼 |
| Electron Capital Partners, LLC | 3,294,536 | $7,070 萬 | 3.16% | +37,731+1.2% | 加碼 |
| Jericho Capital Asset Management L.P. | 3,512,773 | $7,538 萬 | 5.58% | −31,800−0.9% | 減碼 |
| Glenview Capital Management, LLC | 4,051,237 | $8,694 萬 | 2.08% | +754,343+22.9% | 加碼 |
| State Street Corp | 4,510,783 | $9,680 萬 | 0.01% | −43,045−0.9% | 減碼 |
| Norges Bank | 4,807,899 | $1.03 億 | 0.02% | +36,958+0.8% | 加碼 |
| 40 North Management LLC | 5,010,638 | $1.08 億 | 5.65% | 00.0% | 不變 |
| Millennium Management LLC | 5,047,486 | $1.08 億 | 0.12% | +3,081,799+156.8% | 加碼 |
| Pzena Investment Management LLC | 5,055,347 | $1.08 億 | 0.48% | −2,429,951−32.5% | 減碼 |
| Vanguard Group Inc | 5,413,943 | $1.16 億 | 0.00% | +79,907+1.5% | 加碼 |
| Sound Shore Management Inc | 5,564,336 | $1.19 億 | 4.49% | −154,887−2.7% | 減碼 |
| Massachusetts Financial Services Co | 5,794,893 | $1.24 億 | 0.04% | +32,544+0.6% | 加碼 |
| Voya Investment Management LLC | 6,122,084 | $1.31 億 | 0.15% | +3,088,635+101.8% | 加碼 |
| Macquarie Group Ltd | 8,115,785 | $1.74 億 | 0.21% | +414,877+5.4% | 加碼 |