Healthequity, Inc.
HQY- 交易所
- Nasdaq
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001428336
近 90 天,Healthequity, Inc. 內部人申報 0 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 501 家機構在 13F 申報持有,市值合計 $81.0 億;沒有大師持有。
2022 年第 3 季 13F 持有人
Healthequity, Inc. 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
- 310
- 較 2022 年第 2 季 +4 家
- 持有股數
- 8,576 萬
- 較 2022 年第 2 季 +146.3 萬 (+1.7%)
- 總市值
- $57.6 億
- 較 2022 年第 2 季 +$6.23 億 (+12.1%)
- 新進機構
- 40
- 另有 105 家加碼
- 清倉機構
- 36
- 另有 117 家減碼
另有 2 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 HQY 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 | 501 | $81.0 億 |
| 2026 年第 1 季 | 488 | $72.1 億 |
| 2025 年第 4 季 | 513 | $81.6 億 |
| 2025 年第 3 季 | 495 | $83.8 億 |
| 2025 年第 2 季 | 487 | $95.6 億 |
| 2025 年第 1 季 | 464 | $82.0 億 |
| 2024 年第 4 季 | 441 | $86.6 億 |
| 2024 年第 3 季 | 404 | $72.5 億 |
| 2024 年第 2 季 | 386 | $75.9 億 |
| 2024 年第 1 季 | 367 | $70.7 億 |
| 2023 年第 4 季 | 352 | $56.6 億 |
| 2023 年第 3 季 | 343 | $64.1 億 |
| 2023 年第 2 季 | 317 | $53.5 億 |
| 2023 年第 1 季 | 311 | $49.9 億 |
| 2022 年第 4 季 | 323 | $51.4 億 |
| 2022 年第 3 季 | 310 | $57.6 億 |
| 2022 年第 2 季 | 308 | $51.4 億 |
| 2022 年第 1 季 | 298 | $56.4 億 |
| 2021 年第 4 季 | 282 | $36.1 億 |
| 2021 年第 3 季 | 286 | $52.3 億 |
| 2021 年第 2 季 | 286 | $67.8 億 |
| 2021 年第 1 季 | 285 | $56.1 億 |
2022 年第 3 季持有機構
每家機構持有 Healthequity, Inc. 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 |
|---|---|---|---|---|---|
| Vestcor Inc | 8,160 | $54.8 萬 | 0.02% | +8,160 | 新進 |
| Commerce Bank | 8,806 | $59.1 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 8,906 | $59.8 萬 | 0.00% | +6,995+366.0% | 加碼 |
| FORA Capital, LLC | 8,998 | $60.4 萬 | 0.12% | +1,032+13.0% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 9,000 | $60.5 萬 | 0.03% | −80,000−89.9% | 減碼 |
| Daiwa Securities Group Inc. | 9,050 | $60.8 萬 | 0.01% | −1,050−10.4% | 減碼 |
| Cna Financial Corp | 9,071 | $60.9 萬 | 0.23% | −521−5.4% | 減碼 |
| Advisor Group Holdings, Inc. | 9,246 | $62.0 萬 | 0.00% | +915+11.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 9,293 | $62.4 萬 | 0.01% | +3,160+51.5% | 加碼 |
| Bank of Montreal | 8,813 | $63.0 萬 | 0.00% | +1,606+22.3% | 加碼 |
| Jupiter Asset Management Ltd | 9,396 | $63.1 萬 | 0.01% | +9,396 | 新進 |
| Prudential Financial Inc | 9,489 | $65.5 萬 | 0.00% | −68−0.7% | 減碼 |
| Shay Capital LLC | 10,000 | $67.2 萬 | 0.34% | −7,500−42.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,345 | $69.5 萬 | 0.00% | 00.0% | 不變 |
| Holocene Advisors, LP | 10,435 | $70.1 萬 | 0.00% | −5,699−35.3% | 減碼 |
| Virginia Retirement Systems Et Al | 10,500 | $70.5 萬 | 0.01% | +10,500 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,222 | $75.4 萬 | 0.00% | +864+8.3% | 加碼 |
| Cipher Capital LP | 11,249 | $75.6 萬 | 0.12% | −834−6.9% | 減碼 |
| STRS Ohio | 11,600 | $77.9 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 11,707 | $78.6 萬 | 0.01% | −400−3.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 11,895 | $79.9 萬 | 0.01% | +11,895 | 新進 |
| Crestwood Capital Management, L.P. | 12,090 | $81.2 萬 | 0.74% | −69,944−85.3% | 減碼 |
| HC Advisors, LLC | 12,095 | $81.2 萬 | 0.56% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 12,185 | $81.8 萬 | 0.02% | −1,936−13.7% | 減碼 |
| Penserra Capital Management LLC | 12,258 | $82.3 萬 | 0.02% | −3,592−22.7% | 減碼 |
| GWM Advisors LLC | 12,524 | $84.1 萬 | 0.01% | +12,524 | 新進 |
| Bank of Nova Scotia | 12,546 | $84.2 萬 | 0.00% | +1,404+12.6% | 加碼 |
| Zions Bancorporation, N.A. | 12,634 | $84.9 萬 | 0.09% | +10+0.1% | 加碼 |
| Xponance, Inc. | 13,297 | $89.3 萬 | 0.02% | −152−1.1% | 減碼 |
| New Mexico Educational Retirement Board | 13,300 | $89.3 萬 | 0.05% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 14,061 | $94.5 萬 | 0.00% | −147−1.0% | 減碼 |
| Moody National Bank Trust Division | 14,288 | $96.0 萬 | 0.10% | +3,327+30.4% | 加碼 |
| Algert Global LLC | 14,335 | $96.3 萬 | 0.06% | +14,335 | 新進 |
| Blair William & Co | 14,457 | $97.1 萬 | 0.00% | +3,744+34.9% | 加碼 |
| Two Sigma Investments, LP | 14,700 | $98.7 萬 | 0.00% | +5,600+61.5% | 加碼 |
| Handelsbanken Fonder AB | 14,816 | $99.5 萬 | 0.01% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 14,882 | $100.0 萬 | 0.02% | +951+6.8% | 加碼 |
| ProShare Advisors LLC | 15,104 | $101.5 萬 | 0.00% | −238−1.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 15,625 | $105.0 萬 | 0.03% | −516−3.2% | 減碼 |
| Federated Hermes, Inc. | 15,927 | $107.0 萬 | 0.00% | +907+6.0% | 加碼 |
| Mariner, LLC | 16,461 | $110.6 萬 | 0.00% | +16,461 | 新進 |
| Schaper Benz & Wise Investment Counsel Inc | 16,762 | $112.6 萬 | 0.13% | −15−0.1% | 減碼 |
| Calamos Advisors LLC | 17,057 | $114.5 萬 | 0.01% | −55,725−76.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 17,096 | $114.8 萬 | 0.26% | +17,096 | 新進 |
| Squarepoint Ops LLC | 17,550 | $117.9 萬 | 0.01% | +17,550 | 新進 |
| Toroso Investments, LLC | 18,086 | $121.5 萬 | 0.05% | +18,086 | 新進 |
| First Republic Investment Management, Inc. | 18,573 | $124.8 萬 | 0.00% | −823−4.2% | 減碼 |
| US Bancorp | 19,126 | $128.5 萬 | 0.00% | +8,796+85.2% | 加碼 |
| Natixis Advisors, L.P. | 19,192 | $128.9 萬 | 0.01% | +2,317+13.7% | 加碼 |
| Alps Advisors Inc | 19,300 | $129.6 萬 | 0.01% | +19,300 | 新進 |
| Barclays PLC | 19,853 | $133.2 萬 | 0.00% | +11,941+150.9% | 加碼 |
| Vontobel Holding Ltd. | 20,996 | $141.0 萬 | 0.02% | −2,065−9.0% | 減碼 |
| State of Michigan Retirement System | 21,222 | $142.5 萬 | 0.01% | −200−0.9% | 減碼 |
| Covington Capital Management | 21,422 | $143.9 萬 | 0.06% | −367−1.7% | 減碼 |
| Stifel Financial Corp | 22,212 | $149.2 萬 | 0.00% | −749−3.3% | 減碼 |
| Louisiana State Employees Retirement System | 22,400 | $150.5 萬 | 0.04% | +200+0.9% | 加碼 |
| Panagora Asset Management Inc | 22,757 | $152.9 萬 | 0.01% | 00.0% | 不變 |
| Arizona State Retirement System | 22,926 | $154.0 萬 | 0.02% | +270+1.2% | 加碼 |
| South Dakota Investment Council | 23,093 | $155.1 萬 | 0.04% | 00.0% | 不變 |
| Beck Bode, LLC | 23,925 | $160.7 萬 | 0.35% | +11,797+97.3% | 加碼 |
| Citigroup Inc | 24,013 | $161.4 萬 | 0.00% | +12,601+110.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 24,586 | $165.1 萬 | 0.02% | 00.0% | 不變 |
| Truist Financial Corp | 25,304 | $170.0 萬 | 0.00% | −1,101−4.2% | 減碼 |
| Susquehanna International Group, LLP | 26,182 | $175.9 萬 | 0.00% | +12,437+90.5% | 加碼 |
| AGF Investments LLC | 26,629 | $178.9 萬 | 0.16% | +10,840+68.7% | 加碼 |
| TownSquare Capital, LLC | 26,721 | $179.6 萬 | 0.05% | +1,165+4.6% | 加碼 |
| Teacher Retirement System of Texas | 27,585 | $185.3 萬 | 0.01% | +14,290+107.5% | 加碼 |
| EAM Investors, LLC | 28,103 | $188.8 萬 | 0.41% | +28,103 | 新進 |
| Ameritas Investment Partners, Inc. | 28,206 | $189.4 萬 | 0.08% | −519−1.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 28,923 | $194.3 萬 | 0.01% | −79,161−73.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 29,293 | $196.8 萬 | 0.01% | 00.0% | 不變 |
| Cambiar Investors LLC | 29,828 | $200.4 萬 | 0.10% | +6,467+27.7% | 加碼 |
| Wells Fargo & Company | 29,858 | $200.5 萬 | 0.00% | +2,702+9.9% | 加碼 |
| Voya Investment Management LLC | 32,228 | $216.5 萬 | 0.00% | −52,093−61.8% | 減碼 |
| UBS Group AG | 32,592 | $218.9 萬 | 0.00% | −33,441−50.6% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 32,785 | $220.2 萬 | 0.04% | −9,064−21.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,450 | $224.7 萬 | 0.02% | +51+0.2% | 加碼 |
| Man Group plc | 36,960 | $248.3 萬 | 0.01% | – | – |
| Neuberger Berman Group LLC | 37,386 | $251.1 萬 | 0.00% | −24,738−39.8% | 減碼 |
| Jane Street Group, LLC | 39,378 | $264.5 萬 | 0.01% | +8,508+27.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 39,764 | $267.1 萬 | 0.01% | +314+0.8% | 加碼 |
| LPL Financial LLC | 41,244 | $277.0 萬 | 0.00% | +810+2.0% | 加碼 |
| PFS Investments Inc. | 41,508 | $278.8 萬 | 0.06% | +41,508 | 新進 |
| Comerica Bank | 38,206 | $288.7 萬 | 0.02% | −711−1.8% | 減碼 |
| Yousif Capital Management, LLC | 43,241 | $290.4 萬 | 0.04% | −4,116−8.7% | 減碼 |
| Price T Rowe Associates Inc | 45,491 | $305.6 萬 | 0.00% | −3,232−6.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 48,389 | $325.1 萬 | 0.06% | −2,571−5.0% | 減碼 |
| Osterweis Capital Management Inc | 49,580 | $333.0 萬 | 0.25% | +49,580 | 新進 |
| State of New Jersey Common Pension Fund D | 50,250 | $337.5 萬 | 0.01% | 00.0% | 不變 |
| Weiss Multi-Strategy Advisers LLC | 50,522 | $339.4 萬 | 0.09% | +50,522 | 新進 |
| State of Tennessee, Treasury Department | 50,778 | $341.1 萬 | 0.02% | +40,778+407.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 51,281 | $344.5 萬 | 0.03% | +51,281 | 新進 |
| Brookfield Asset Management Inc. | 52,095 | $349.9 萬 | 0.01% | +28,011+116.3% | 加碼 |
| Macquarie Group Ltd | 51,841 | $355.2 萬 | 0.00% | +2,095+4.2% | 加碼 |
| Great West Life Assurance Co | 56,014 | $376.2 萬 | 0.01% | +4,373+8.5% | 加碼 |
| Portolan Capital Management, LLC | 58,206 | $391.0 萬 | 0.41% | −63,030−52.0% | 減碼 |
| Amalgamated Bank | 58,480 | $392.8 萬 | 0.04% | +1,261+2.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 59,485 | $399.6 萬 | 0.01% | −4,339−6.8% | 減碼 |
| Thrivent Financial for Lutherans | 59,666 | $400.7 萬 | 0.01% | +196+0.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 60,411 | $405.8 萬 | 0.01% | −191,960−76.1% | 減碼 |