Happen, Inc.
HAPN- 交易所
- Nasdaq
- 產業
- Personal Credit Institutions
- SEC CIK
- 0001409970
近 90 天，Happen, Inc. 內部人申報 0 筆公開市場買進、9 筆賣出；2026 年第 2 季末有 245 家機構在 13F 申報持有，市值合計 $21.6 億；沒有大師持有。
2023 年第 4 季 13F 持有人
Happen, Inc. 在 2023/12/31 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
- 172
- 較 2023 年第 3 季 −11 家
- 持有股數
- 8,184 萬
- 較 2023 年第 3 季 +136.7 萬 (+1.7%)
- 總市值
- $7.16 億
- 較 2023 年第 3 季 +$2.24 億 (+45.5%)
- 新進機構
- 27
- 另有 62 家加碼
- 清倉機構
- 38
- 另有 55 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 HAPN 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 | 245 | $21.6 億 |
| 2026 年第 1 季 | 248 | $14.8 億 |
| 2025 年第 4 季 | 256 | $18.0 億 |
| 2025 年第 3 季 | 241 | $14.7 億 |
| 2025 年第 2 季 | 226 | $11.1 億 |
| 2025 年第 1 季 | 235 | $9.20 億 |
| 2024 年第 4 季 | 238 | $14.1 億 |
| 2024 年第 3 季 | 210 | $9.64 億 |
| 2024 年第 2 季 | 198 | $7.12 億 |
| 2024 年第 1 季 | 180 | $7.44 億 |
| 2023 年第 4 季 | 172 | $7.16 億 |
| 2023 年第 3 季 | 185 | $4.92 億 |
| 2023 年第 2 季 | 175 | $8.03 億 |
| 2023 年第 1 季 | 195 | $6.04 億 |
| 2022 年第 4 季 | 209 | $7.60 億 |
| 2022 年第 3 季 | 212 | $9.46 億 |
| 2022 年第 2 季 | 206 | $10.0 億 |
| 2022 年第 1 季 | 214 | $13.6 億 |
| 2021 年第 4 季 | 224 | $19.6 億 |
| 2021 年第 3 季 | 202 | $22.7 億 |
| 2021 年第 2 季 | 161 | $14.6 億 |
| 2021 年第 1 季 | 160 | $13.3 億 |
2023 年第 4 季持有機構
每家機構持有 Happen, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 10 | $87 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 48 | $433 | 0.00% | +48 | 新進 |
| Geneos Wealth Management Inc. | 108 | $944 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 145 | $1,000 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 96 | $1,000 | 0.00% | +96 | 新進 |
| Versant Capital Management, Inc | 146 | $1,276 | 0.00% | −65−30.8% | 減碼 |
| Bear Mountain Capital, Inc. | 160 | $1,282 | 0.00% | +160 | 新進 |
| National Bank of Canada | 150 | $1,296 | 0.00% | 00.0% | 不變 |
| Private Wealth Management Group, LLC | 158 | $1,381 | 0.00% | +158 | 新進 |
| Blue Bell Private Wealth Management, LLC | 200 | $1,748 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 400 | $3,000 | 0.00% | +64+19.0% | 加碼 |
| Covestor Ltd | 300 | $3,000 | 0.00% | +119+65.7% | 加碼 |
| First Manhattan Co | 500 | $4,370 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 518 | $4,528 | 0.00% | +288+125.2% | 加碼 |
| Investors Research Corp | 575 | $5,026 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 825 | $7,211 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 877 | $7,665 | 0.00% | +188+27.3% | 加碼 |
| Parallel Advisors, LLC | 977 | $8,539 | 0.00% | +977 | 新進 |
| CWM, LLC | 1,094 | $1.00 萬 | 0.00% | +995+1,005.1% | 加碼 |
| Farther Finance Advisors, LLC | 1,158 | $1.01 萬 | 0.00% | +1,158 | 新進 |
| Signaturefd, LLC | 1,319 | $1.15 萬 | 0.00% | −129−8.9% | 減碼 |
| PEAK6 Investments LLC | 1,819 | $1.59 萬 | 0.00% | −146,391−98.8% | 減碼 |
| US Bancorp | 2,640 | $2.31 萬 | 0.00% | +5+0.2% | 加碼 |
| FMR LLC | 2,968 | $2.59 萬 | 0.00% | +687+30.1% | 加碼 |
| Advisor Group Holdings, Inc. | 4,928 | $4.31 萬 | 0.00% | +1,994+68.0% | 加碼 |
| EntryPoint Capital, LLC | 5,186 | $4.53 萬 | 0.04% | +5,186 | 新進 |
| Metropolitan Life Insurance Co | 5,809 | $5.08 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 6,999 | $6.12 萬 | 0.00% | +5,489+363.5% | 加碼 |
| Asset Management One Co.,Ltd. | 7,217 | $6.43 萬 | 0.00% | −1,000−12.2% | 減碼 |
| Financial Avengers, Inc. | 8,000 | $6.99 萬 | 0.04% | 00.0% | 不變 |
| Amalgamated Bank | 9,245 | $8.10 萬 | 0.00% | −1,055−10.2% | 減碼 |
| Maltin Wealth Management, Inc. | 10,000 | $8.74 萬 | 0.06% | +10,000 | 新進 |
| Marex Group plc | 10,000 | $8.74 萬 | 0.00% | +10,000 | 新進 |
| Public Employees Retirement Association of Colorado | 10,430 | $9.10 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 10,553 | $9.22 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 10,579 | $9.25 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 10,883 | $9.51 萬 | 0.00% | +10,883 | 新進 |
| Kendall Capital Management | 11,425 | $9.99 萬 | 0.04% | −6,080−34.7% | 減碼 |
| Omers Administration Corp | 11,600 | $10.1 萬 | 0.00% | +11,600 | 新進 |
| Man Group plc | 11,639 | $10.2 萬 | 0.00% | – | – |
| MQS Management LLC | 12,458 | $10.9 萬 | 0.06% | +12,458 | 新進 |
| HSBC Holdings PLC | 12,939 | $11.3 萬 | 0.00% | −14,803−53.4% | 減碼 |
| Bridgefront Capital, LLC | 13,244 | $11.6 萬 | 0.09% | −11,281−46.0% | 減碼 |
| Principal Financial Group Inc | 13,518 | $11.8 萬 | 0.00% | −2,243−14.2% | 減碼 |
| Royce & Associates LP | 13,836 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 14,192 | $12.4 萬 | 0.00% | −27,115−65.6% | 減碼 |
| Belpointe Asset Management LLC | 15,000 | $13.1 萬 | 0.01% | +15,000 | 新進 |
| Cruiser Capital Advisors, LLC | 16,325 | $14.3 萬 | 0.22% | +16,325 | 新進 |
| Counterpoint Mutual Funds LLC | 16,441 | $14.4 萬 | 0.05% | −4,689−22.2% | 減碼 |
| Mackenzie Financial Corp | 17,933 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 17,982 | $15.7 萬 | 0.00% | +4,151+30.0% | 加碼 |
| AtonRa Partners | 18,333 | $16.0 萬 | 0.32% | −5,847−24.2% | 減碼 |
| Natixis | 18,831 | $16.5 萬 | 0.00% | −1,030−5.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 19,415 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Requisite Capital Management, LLC | 20,000 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| Bank of Montreal | 20,201 | $18.1 萬 | 0.00% | −799,535−97.5% | 減碼 |
| Citigroup Inc | 22,122 | $19.3 萬 | 0.00% | +3,832+21.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 22,131 | $19.3 萬 | 0.00% | +13,531+157.3% | 加碼 |
| Martingale Asset Management L P | 22,800 | $19.9 萬 | 0.00% | −110,280−82.9% | 減碼 |
| Miracle Mile Advisors, LLC | 24,134 | $21.1 萬 | 0.01% | +2,000+9.0% | 加碼 |
| Commonwealth Equity Services, LLC | 26,651 | $23.3 萬 | 0.00% | −100−0.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,761 | $23.5 萬 | 0.00% | +9,184+49.4% | 加碼 |
| Aquatic Capital Management LLC | 27,200 | $23.8 萬 | 0.01% | −3,600−11.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,080 | $26.3 萬 | 0.00% | +14,413+92.0% | 加碼 |
| Arizona State Retirement System | 30,385 | $26.6 萬 | 0.00% | −214−0.7% | 減碼 |
| International Assets Investment Management, LLC | 30,400 | $26.6 萬 | 0.03% | −6,612−17.9% | 減碼 |
| Royal Bank of Canada | 31,169 | $27.4 萬 | 0.00% | +10,401+50.1% | 加碼 |
| Wells Fargo & Company | 34,443 | $30.1 萬 | 0.00% | +6,135+21.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 34,524 | $30.2 萬 | 0.00% | −87,232−71.6% | 減碼 |
| Axq Capital, LP | 35,943 | $31.4 萬 | 0.08% | +17,333+93.1% | 加碼 |
| Sierra Summit Advisors LLC | 38,583 | $33.7 萬 | 0.10% | +38,583 | 新進 |
| Squarepoint Ops LLC | 38,587 | $33.7 萬 | 0.00% | +7,896+25.7% | 加碼 |
| SG Americas Securities, LLC | 42,244 | $36.9 萬 | 0.00% | +16,519+64.2% | 加碼 |
| Janus Henderson Group PLC | 42,572 | $37.2 萬 | 0.00% | −80−0.2% | 減碼 |
| Quest Partners LLC | 42,830 | $37.4 萬 | 0.08% | +42,830 | 新進 |
| Voya Investment Management LLC | 43,093 | $37.7 萬 | 0.00% | +695+1.6% | 加碼 |
| New York State Common Retirement Fund | 45,209 | $39.5 萬 | 0.00% | +12,140+36.7% | 加碼 |
| Great West Life Assurance Co | 45,855 | $39.8 萬 | 0.00% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,951 | $41.9 萬 | 0.00% | −2,990−5.9% | 減碼 |
| Boothbay Fund Management, LLC | 50,166 | $43.8 萬 | 0.02% | +50,166 | 新進 |
| Engineers Gate Manager LP | 50,594 | $44.2 萬 | 0.01% | +50,594 | 新進 |
| UBS Group AG | 52,067 | $45.5 萬 | 0.00% | −77,564−59.8% | 減碼 |
| American International Group, Inc. | 53,998 | $47.2 萬 | 0.00% | +860+1.6% | 加碼 |
| RIA Advisory Group LLC | 18,040 | $47.2 萬 | 0.23% | +18,040 | 新進 |
| MetLife Investment Management | 55,080 | $48.1 萬 | 0.00% | 00.0% | 不變 |
| IMC-Chicago, LLC | 57,179 | $50.0 萬 | 0.02% | +6,313+12.4% | 加碼 |
| Trexquant Investment LP | 57,668 | $50.4 萬 | 0.01% | −57,818−50.1% | 減碼 |
| Walleye Capital LLC | 59,103 | $51.7 萬 | 0.01% | +20,309+52.4% | 加碼 |
| Price T Rowe Associates Inc | 66,236 | $57.9 萬 | 0.00% | −17,644−21.0% | 減碼 |
| Cetera Advisors LLC | 70,642 | $61.7 萬 | 0.01% | +70,642 | 新進 |
| Libra Wealth LLC | 73,133 | $63.9 萬 | 0.32% | 00.0% | 不變 |
| XTX Topco Ltd | 74,636 | $65.2 萬 | 0.14% | +74,636 | 新進 |
| Jane Street Group, LLC | 76,856 | $67.2 萬 | 0.00% | −11,083−12.6% | 減碼 |
| Algert Global LLC | 80,731 | $70.6 萬 | 0.03% | −49,970−38.2% | 減碼 |
| Ursa Fund Management, LLC | 85,000 | $74.3 萬 | 1.46% | +85,000 | 新進 |
| Quantbot Technologies LP | 85,451 | $74.7 萬 | 0.04% | −19,937−18.9% | 減碼 |
| Rothschild & Co Wealth Management UK Ltd | 99,000 | $86.5 萬 | 0.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 103,256 | $90.2 萬 | 0.14% | −24,304−19.1% | 減碼 |
| Gsa Capital Partners LLP | 104,106 | $91.0 萬 | 0.08% | −60,491−36.8% | 減碼 |