Flex Ltd.

FLEX

交易所: Nasdaq
產業: Printed Circuit Boards
SEC CIK: 0000866374

SEC 申報列表（在新分頁開啟）

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。

2023 年第 2 季與 2023 年第 1 季比較

持有 Flex Ltd. 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人 2023 年第 1 季全部持有人

FLEX 的 13F 持有人：2023 年第 1 季與 2023 年第 2 季比較
項目	2023 年第 1 季	其中尚未申報 2023 年第 2 季	2023 年第 2 季	變化
持有家數	428	2	442	+16
股數	4.28 億	5.55 萬	4.29 億	+51.9 萬 (+0.1%)
市值	$98.7 億	$127.7 萬	$118.4 億	+$19.8 億 (+20.0%)

2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（71 家）

2023 年第 2 季季末持有 Flex Ltd.、2023 年第 1 季季末沒有持有的機構。

2023 年第 2 季新進 FLEX 的機構
機構	股數	市值	佔組合 %
M.D. Sass Investors Services, Inc.	877,839	$2,426 萬	3.32%
Kettle Hill Capital Management, LLC	689,762	$1,907 萬	3.78%
Putnam Investments LLC	348,668	$963.7 萬	0.01%
Canada Pension Plan Investment Board	266,700	$737.2 萬	0.01%
Symmetry Investments LP	208,713	$576.9 萬	1.66%
Cozad Asset Management Inc	148,729	$411.1 萬	0.51%
Old Mission Capital LLC	100,824	$278.7 萬	0.10%
Assenagon Asset Management S.A.	70,480	$194.8 萬	0.01%
Handelsbanken Fonder AB	70,100	$193.8 萬	0.01%
Genus Capital Management Inc.	66,720	$184.4 萬	0.27%
Ergoteles LLC	64,739	$178.9 萬	0.09%
Vontobel Holding Ltd.	62,000	$171.4 萬	0.02%
Mirabella Financial Services LLP	61,634	$170.4 萬	0.20%
HRT Financial LP	58,248	$160.9 萬	0.02%
Lighthouse Investment Partners, LLC	56,907	$157.3 萬	0.12%
Delphi Management Inc	51,046	$141.1 萬	1.49%
Eqis Capital Management, Inc.	40,602	$112.2 萬	0.13%
Carnegie Capital Asset Management, LLC	33,832	$93.5 萬	0.03%
Affinity Investment Advisors, LLC	32,976	$91.1 萬	0.53%
Inceptionr LLC	23,828	$65.9 萬	0.35%
New York Life Investment Management LLC	22,557	$62.3 萬	0.01%
Dark Forest Capital Management LP	22,212	$61.4 萬	0.06%
GTS Securities LLC	20,719	$57.3 萬	0.02%
Advisor OS, LLC	18,820	$52.0 萬	0.09%
Bartlett & Co. Wealth Management LLC	16,950	$46.8 萬	0.01%
Bartlett & Co. LLC	16,950	$46.8 萬	0.01%
Wealthspire Advisors, LLC	15,578	$43.1 萬	0.01%
Csenge Advisory Group	14,087	$38.9 萬	0.03%
Capstone Investment Advisors, LLC	11,876	$32.8 萬	0.01%
Y-Intercept (Hong Kong) Ltd	10,547	$29.2 萬	0.03%
FDx Advisors, Inc.	9,700	$26.8 萬	0.01%
Toroso Investments, LLC	9,251	$25.6 萬	0.01%
Probity Advisors, Inc.	8,835	$24.4 萬	0.05%
L & S Advisors Inc	–	$24.4 萬	0.03%
Edmonds Duncan Registered Investment Advisors, LLC	8,753	$24.2 萬	0.07%
Wintrust Investments LLC	8,650	$23.9 萬	0.02%
Veritable, L.P.	8,469	$23.4 萬	0.00%
AE Wealth Management LLC	8,446	$23.3 萬	0.00%
Sawtooth Solutions, LLC	8,340	$23.1 萬	0.01%
Bleakley Financial Group, LLC	8,340	$23.1 萬	0.01%
Advisors Asset Management, Inc.	8,055	$22.3 萬	0.00%
Ifrah Financial Services, Inc.	8,051	$22.3 萬	0.07%
Lincoln National Corp	7,942	$22.0 萬	0.00%
Brave Asset Management Inc	7,900	$21.8 萬	0.06%
Resonant Capital Advisors, LLC	7,888	$21.8 萬	0.02%
Schroder Investment Management Group	7,670	$21.2 萬	0.00%
Simplex Trading, LLC	7,670	$21.1 萬	0.01%
We Are One Seven, LLC	7,592	$21.0 萬	0.02%
Modera Wealth Management, LLC	7,555	$20.9 萬	0.00%
Veracity Capital LLC	7,516	$20.8 萬	0.09%
William Blair Investment Management, LLC	7,335	$20.3 萬	0.00%
Blueshift Asset Management, LLC	7,272	$20.1 萬	0.08%
Atria Wealth Solutions, Inc.	7,250	$20.0 萬	0.00%
Checchi Capital Advisers, LLC	7,245	$20.0 萬	0.02%
GHP Investment Advisors, Inc.	3,641	$9.64 萬	0.01%
First Eagle Investment Management, LLC	2,902	$8.02 萬	0.00%
Cutler Group LP	912	$2.50 萬	0.01%
Oakworth Capital, Inc.	642	$1.77 萬	0.00%
Amalgamated Bank	496	$1.40 萬	0.00%
RFP Financial Group LLC	290	$8,016	0.00%
Kelly Financial Services LLC	290	$8,016	0.00%
Raleigh Capital Management Inc.	254	$7,021	0.00%
Cullen/Frost Bankers, Inc.	166	$4,588	0.00%
Byrne Asset Management LLC	130	$4,000	0.00%
Beacon Capital Management, LLC	133	$3,676	0.00%
St Germain D J Co Inc	100	$2,764	0.00%
Kayne Anderson Rudnick Investment Management LLC	65	$1,797	0.00%
Venturi Wealth Management, LLC	44	$1,217	0.00%
EverSource Wealth Advisors, LLC	27	$746	0.00%
Fairfield, Bush & Co.	5	$138	0.00%
Sofos Investments, Inc.	28	–	–

清倉機構（55 家）

2023 年第 1 季季末持有 Flex Ltd.、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 FLEX 的機構
機構	2023 年第 1 季股數	2023 年第 1 季市值
Encompass Capital Advisors LLC	1,574,720	$3,623 萬
Arosa Capital Management LP	469,934	$1,081 萬
Alyeska Investment Group, L.P.	467,684	$1,076 萬
Hudson Bay Capital Management LP	440,000	$1,012 萬
Connor, Clark & Lunn Investment Management Ltd.	439,716	$1,012 萬
Grantham, Mayo, Van Otterloo & Co. LLC	308,428	$709.7 萬
Voloridge Investment Management, LLC	260,581	$599.6 萬
Soviero Asset Management, LP	230,000	$529.2 萬
Solas Capital Management, LLC	220,000	$506.2 萬
Two Sigma Advisers, LP	202,100	$465.0 萬
Lesa Sroufe & Co	182,150	$419.1 萬
Jefferies Financial Group Inc.	140,170	$322.5 萬
Beck Bode, LLC	122,122	$281.0 萬
PEAK6 Investments LLC	103,423	$238.0 萬
Westpac Banking Corp	100,972	$232.3 萬
Edgestream Partners, L.P.	78,233	$180.0 萬
Granahan Investment Management Inc	72,921	$167.8 萬
Pearl River Capital, LLC	67,019	$154.2 萬
Duality Advisers, LP	50,710	$116.7 萬
Occudo Quantitative Strategies LP	39,257	$90.3 萬
Baader Bank INC	37,300	$85.8 萬
Magnetar Financial LLC	35,617	$82.0 萬
Private Advisory Group LLC	33,607	$77.3 萬
Bridgefront Capital, LLC	31,904	$73.4 萬
Quantbot Technologies LP	31,420	$72.3 萬
Vident Investment Advisory, LLC	28,668	$66.0 萬
Lingohr & Partner Asset Management GmbH	27,717	$63.8 萬
Mackenzie Financial Corp	25,300	$58.2 萬
Brasada Capital Management, LP	25,000	$57.5 萬
Ballentine Partners, LLC	16,763	$38.6 萬
Diametric Capital, LP	16,642	$38.3 萬
Gamco Investors, Inc. Et Al	16,064	$37.0 萬
Abacus Planning Group, Inc.	15,617	$35.9 萬
Boothbay Fund Management, LLC	14,881	$34.2 萬
Jump Financial, LLC	14,670	$33.8 萬
Waters Parkerson & Co., LLC	11,240	$25.9 萬
Independent Financial Group, LLC	11,031	$25.4 萬
Quantitative Investment Management, LLC	10,173	$23.4 萬
Sciencast Management LP	9,459	$22.1 萬
International Assets Investment Management, LLC	12,387	$13.1 萬
James Investment Research Inc	2,591	$6.00 萬
Belpointe Asset Management LLC	2,029	$4.67 萬
Advisory Services Network, LLC	1,941	$4.47 萬
Schubert & Co	480	$1.10 萬
Sunbelt Securities, Inc.	358	$7,976
Baystate Wealth Management LLC	234	$5,384
NewSquare Capital LLC	230	$5,292
Concord Wealth Partners	200	$4,602
Ellevest, Inc.	161	$3,705
BOK Financial Private Wealth, Inc.	158	$3,636
Massmutual Trust Co FSB	148	$3,405
Loring Wolcott & Coolidge Fiduciary Advisors LLP	107	$2,462
Ameritas Advisory Services, LLC	100	$2,301
Strategic Investment Solutions, Inc.	70	$1,611
TCI Wealth Advisors, Inc.	38	$875

尚未申報 2023 年第 2 季的機構（2 家）

2023 年第 1 季季末持有 Flex Ltd.、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 1 季持有 FLEX、尚未申報 2023 年第 2 季的機構
機構	2023 年第 1 季股數	2023 年第 1 季市值
Kula Investments, LLC	52,658	$121.2 萬
Householder Group Estate & Retirement Specialist, LLC	2,816	$6.50 萬