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。
2023 年第 2 季 13F 持有人
Flex Ltd. 在 2023/6/30 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
- 442
- 較 2023 年第 1 季 +16 家
- 持有股數
- 4.29 億
- 較 2023 年第 1 季 +51.9 萬 (+0.1%)
- 總市值
- $118.4 億
- 較 2023 年第 1 季 +$19.8 億 (+20.0%)
- 新進機構
- 71
- 另有 124 家加碼
- 清倉機構
- 55
- 另有 179 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| One01 Capital, LP | 207,119 | $572.5 萬 | 6.19% | +19,861+10.6% | 加碼 |
| Symmetry Investments LP | 208,713 | $576.9 萬 | 1.66% | +208,713 | 新進 |
| Twinbeech Capital LP | 236,980 | $655.0 萬 | 0.13% | −331,344−58.3% | 減碼 |
| Royal Bank of Canada | 238,159 | $658.4 萬 | 0.00% | −96,957−28.9% | 減碼 |
| Leuthold Group, LLC | 239,048 | $660.7 萬 | 0.86% | −8,678−3.5% | 減碼 |
| Redwood Grove Capital, LLC | 240,545 | $664.9 萬 | 2.81% | −199,497−45.3% | 減碼 |
| Force Hill Capital Management LP | 245,700 | $679.1 萬 | 1.47% | +57,909+30.8% | 加碼 |
| Graybill Bartz & Assoc Ltd | 251,723 | $695.8 萬 | 3.30% | +2,696+1.1% | 加碼 |
| Citigroup Inc | 255,590 | $706.5 萬 | 0.01% | +135,870+113.5% | 加碼 |
| Twin Tree Management, LP | 256,850 | $709.9 萬 | 0.15% | +95,941+59.6% | 加碼 |
| Jane Street Group, LLC | 259,907 | $718.4 萬 | 0.01% | +231,813+825.1% | 加碼 |
| Canada Pension Plan Investment Board | 266,700 | $737.2 萬 | 0.01% | +266,700 | 新進 |
| Advisor Group Holdings, Inc. | 270,345 | $749.1 萬 | 0.01% | −8,055−2.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 273,300 | $755.4 萬 | 0.03% | −355,800−56.6% | 減碼 |
| Marietta Investment Partners LLC | 276,595 | $764.5 萬 | 1.98% | −6,259−2.2% | 減碼 |
| Invenomic Capital Management LP | 283,595 | $783.9 萬 | 0.44% | −165,736−36.9% | 減碼 |
| Concentric Capital Strategies, LP | 284,305 | $785.8 萬 | 1.69% | +50,234+21.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 285,615 | $789.4 萬 | 0.08% | −7,745−2.6% | 減碼 |
| Brant Point Investment Management LLC | 290,297 | $802.4 萬 | 1.84% | −160,166−35.6% | 減碼 |
| AXA S.A. | 304,700 | $842.2 萬 | 0.03% | −56,900−15.7% | 減碼 |
| PGGM Investments | 314,194 | $868.4 萬 | 0.14% | −2,013−0.6% | 減碼 |
| Group One Trading, L.P. | 316,338 | $874.4 萬 | 0.37% | +59,883+23.4% | 加碼 |
| Tudor Investment Corp Et Al | 320,238 | $885.1 萬 | 0.14% | −534,645−62.5% | 減碼 |
| Susquehanna International Group, LLP | 323,831 | $895.1 萬 | 0.01% | +259,482+403.2% | 加碼 |
| Putnam Investments LLC | 348,668 | $963.7 萬 | 0.01% | +348,668 | 新進 |
| Ardsley Advisory Partners LP | 353,000 | $975.7 萬 | 2.20% | −135,000−27.7% | 減碼 |
| Two Sigma Investments, LP | 361,095 | $998.1 萬 | 0.03% | +34,123+10.4% | 加碼 |
| Walleye Capital LLC | 366,789 | $1,014 萬 | 0.18% | −535,935−59.4% | 減碼 |
| Gabelli Funds LLC | 375,020 | $1,037 萬 | 0.08% | −20,480−5.2% | 減碼 |
| Meitav Dash Investments Ltd | 382,010 | $1,046 萬 | 0.08% | +21,478+6.0% | 加碼 |
| LMR Partners LLP | 386,086 | $1,067 萬 | 0.24% | +254,190+192.7% | 加碼 |
| Balyasny Asset Management LLC | 392,135 | $1,084 萬 | 0.03% | −1,406,832−78.2% | 減碼 |
| California State Teachers Retirement System | 401,991 | $1,111 萬 | 0.02% | −1,350−0.3% | 減碼 |
| Royce & Associates LP | 409,381 | $1,132 萬 | 0.11% | −60,300−12.8% | 減碼 |
| Algert Global LLC | 413,019 | $1,142 萬 | 0.50% | +54,877+15.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 415,445 | $1,148 萬 | 0.13% | −216,505−34.3% | 減碼 |
| Long Focus Capital Management, LLC | 425,000 | $1,175 萬 | 1.78% | 00.0% | 不變 |
| Holocene Advisors, LP | 430,402 | $1,190 萬 | 0.05% | +298,979+227.5% | 加碼 |
| Portolan Capital Management, LLC | 436,710 | $1,207 萬 | 1.07% | −252,493−36.6% | 減碼 |
| Clayton Partners LLC | 438,781 | $1,213 萬 | 10.48% | +860.0% | 加碼 |
| Barclays PLC | 448,781 | $1,240 萬 | 0.01% | +129,022+40.3% | 加碼 |
| Bank of New York Mellon Corp | 449,059 | $1,241 萬 | 0.00% | −12,307−2.7% | 減碼 |
| Ameriprise Financial Inc | 451,044 | $1,247 萬 | 0.00% | +3,515+0.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 452,960 | $1,252 萬 | 0.11% | +363,233+404.8% | 加碼 |
| Thrivent Financial for Lutherans | 457,079 | $1,263 萬 | 0.03% | −14,157−3.0% | 減碼 |
| Geode Capital Management, LLC | 463,633 | $1,281 萬 | 0.00% | −20,783−4.3% | 減碼 |
| Man Group plc | 486,277 | $1,344 萬 | 0.04% | – | – |
| Stifel Financial Corp | 506,591 | $1,400 萬 | 0.02% | +83,488+19.7% | 加碼 |
| Charles Schwab Investment Management Inc | 541,029 | $1,495 萬 | 0.00% | −55,629−9.3% | 減碼 |
| S&T Bank | 542,576 | $1,500 萬 | 2.70% | −48,677−8.2% | 減碼 |
| Deutsche Bank AG | 571,372 | $1,579 萬 | 0.01% | −81,975−12.5% | 減碼 |
| Kingdon Capital Management, L.L.C. | 585,000 | $1,617 萬 | 2.82% | −80,000−12.0% | 減碼 |
| National Bank of Canada | 588,415 | $1,625 萬 | 0.03% | +544,390+1,236.5% | 加碼 |
| Raymond James & Associates | 593,509 | $1,640 萬 | 0.01% | +68,373+13.0% | 加碼 |
| Decade Renewable Partners LP | 600,000 | $1,658 萬 | 7.68% | −458,080−43.3% | 減碼 |
| Philosophy Capital Management LLC | 611,674 | $1,691 萬 | 3.78% | +37,596+6.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 617,476 | $1,707 萬 | 0.04% | −128,501−17.2% | 減碼 |
| Ararat Capital Management, LP | 619,854 | $1,713 萬 | 5.73% | −336,411−35.2% | 減碼 |
| Glenview Capital Management, LLC | 621,859 | $1,719 萬 | 0.46% | −1,300,491−67.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 632,664 | $1,749 萬 | 0.06% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 637,886 | $1,763 萬 | 0.21% | +311,872+95.7% | 加碼 |
| Frontier Capital Management Co LLC | 662,820 | $1,832 萬 | 0.18% | −6,807−1.0% | 減碼 |
| ARS Investment Partners, LLC | 670,325 | $1,853 萬 | 2.16% | −18,745−2.7% | 減碼 |
| UBS Group AG | 684,420 | $1,892 萬 | 0.01% | +66,145+10.7% | 加碼 |
| Scout Investments, Inc. | 673,736 | $1,905 萬 | 0.39% | −1,318,617−66.2% | 減碼 |
| Kettle Hill Capital Management, LLC | 689,762 | $1,907 萬 | 3.78% | +689,762 | 新進 |
| Envestnet Asset Management Inc | 705,132 | $1,949 萬 | 0.01% | +32,047+4.8% | 加碼 |
| Northern Trust Corp | 709,367 | $1,961 萬 | 0.00% | −26,182−3.6% | 減碼 |
| Becker Capital Management Inc | 727,806 | $2,012 萬 | 0.76% | +29,024+4.2% | 加碼 |
| Blue Door Asset Management, LLC | 766,150 | $2,118 萬 | 16.98% | +43,000+5.9% | 加碼 |
| Ionic Capital Management LLC | 784,685 | $2,169 萬 | 8.77% | −45,800−5.5% | 減碼 |
| Credit Suisse AG | 821,099 | $2,270 萬 | 0.02% | +24,434+3.1% | 加碼 |
| Renaissance Technologies LLC | 837,554 | $2,315 萬 | 0.03% | −1,222,852−59.4% | 減碼 |
| Nishkama Capital, LLC | 858,858 | $2,374 萬 | 4.37% | −1,300,775−60.2% | 減碼 |
| Capital International Investors | 864,808 | $2,390 萬 | 0.01% | −1,426,927−62.3% | 減碼 |
| M.D. Sass Investors Services, Inc. | 877,839 | $2,426 萬 | 3.32% | +877,839 | 新進 |
| Clear Harbor Asset Management, LLC | 900,501 | $2,489 萬 | 2.45% | +6,766+0.8% | 加碼 |
| California Public Employees Retirement System | 933,496 | $2,580 萬 | 0.02% | −25,290−2.6% | 減碼 |
| Tocqueville Asset Management L.P. | 970,015 | $2,681 萬 | 0.48% | −37,385−3.7% | 減碼 |
| Perpetual Ltd | 981,557 | $2,713 萬 | 0.23% | −172,100−14.9% | 減碼 |
| Swiss National Bank | 982,100 | $2,715 萬 | 0.02% | +4,800+0.5% | 加碼 |
| First Republic Investment Management, Inc. | 1,047,240 | $2,895 萬 | 0.15% | −68,028−6.1% | 減碼 |
| LPL Financial LLC | 1,077,614 | $2,979 萬 | 0.02% | +8,209+0.8% | 加碼 |
| Amundi | 1,088,414 | $3,008 萬 | 0.02% | −58,992−5.1% | 減碼 |
| Marshall Wace, LLP | 1,112,449 | $3,075 萬 | 0.07% | +201,225+22.1% | 加碼 |
| Cinctive Capital Management LP | 1,118,126 | $3,091 萬 | 1.21% | +652,356+140.1% | 加碼 |
| Cookson Peirce & Co Inc | 1,147,987 | $3,173 萬 | 1.94% | −11,103−1.0% | 減碼 |
| Qube Research & Technologies Ltd | 1,150,515 | $3,180 萬 | 0.12% | +192,785+20.1% | 加碼 |
| Woodline Partners LP | 1,186,624 | $3,280 萬 | 0.39% | +713,871+151.0% | 加碼 |
| Storebrand Asset Management AS | 1,219,852 | $3,372 萬 | 0.15% | −9,817−0.8% | 減碼 |
| JPMorgan Chase & Co | 1,332,531 | $3,683 萬 | 0.00% | +564,744+73.6% | 加碼 |
| New York State Common Retirement Fund | 1,341,889 | $3,709 萬 | 0.05% | +1,200,028+845.9% | 加碼 |
| Thompson Siegel & Walmsley LLC | 1,377,015 | $3,806 萬 | 0.61% | −180,511−11.6% | 減碼 |
| State of Wisconsin Investment Board | 1,385,226 | $3,829 萬 | 0.11% | +21,969+1.6% | 加碼 |
| Brandes Investment Partners, LP | 1,402,904 | $3,878 萬 | 0.78% | +96,662+7.4% | 加碼 |
| Merewether Investment Management, LP | 1,475,360 | $4,078 萬 | 2.96% | +1,036,760+236.4% | 加碼 |
| UBS Asset Management Americas Inc | 1,782,550 | $4,102 萬 | 0.02% | 00.0% | 不變 |
| TCW Group Inc | 1,565,852 | $4,328 萬 | 0.48% | +369,333+30.9% | 加碼 |
| Iridian Asset Management LLC | 1,570,110 | $4,340 萬 | 4.04% | −539,886−25.6% | 減碼 |
| Millennium Management LLC | 1,579,453 | $4,366 萬 | 0.05% | −784,491−33.2% | 減碼 |