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 4 季 13F 持有人
Healthequity, Inc. 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
- 323
- 較 2022 年第 3 季 +20 家
- 持有股數
- 8,338 萬
- 較 2022 年第 3 季 −209.9 萬 (−2.5%)
- 總市值
- $51.4 億
- 較 2022 年第 3 季 −$6.06 億 (−10.6%)
- 新進機構
- 57
- 另有 114 家加碼
- 清倉機構
- 37
- 另有 120 家減碼
另有 7 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 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Winton Group Ltd | 5,922 | $36.5 萬 | 0.02% | +5,922 | 新進 |
| NorthCrest Asset Manangement, LLC | 6,200 | $38.2 萬 | 0.02% | +100+1.6% | 加碼 |
| KLR Investment Advisors, LLC | 6,228 | $38.4 萬 | 0.32% | +6,228 | 新進 |
| Guggenheim Capital LLC | 6,518 | $40.2 萬 | 0.00% | +6,518 | 新進 |
| Institute for Wealth Management, LLC. | 6,664 | $41.1 萬 | 0.09% | −177−2.6% | 減碼 |
| Fifth Third Bancorp | 6,820 | $42.0 萬 | 0.00% | −1,251−15.5% | 減碼 |
| CenterBook Partners LP | 6,942 | $42.8 萬 | 0.07% | +6,942 | 新進 |
| O'Shaughnessy Asset Management, LLC | 7,240 | $44.6 萬 | 0.01% | −216−2.9% | 減碼 |
| Daiwa Securities Group Inc. | 7,650 | $47.2 萬 | 0.00% | −1,400−15.5% | 減碼 |
| Securian Asset Management, Inc | 7,691 | $47.4 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 7,727 | $47.6 萬 | 0.00% | +167+2.2% | 加碼 |
| Sheets Smith Wealth Management | 7,730 | $47.6 萬 | 0.07% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 7,823 | $48.2 萬 | 0.01% | −4,362−35.8% | 減碼 |
| Inceptionr LLC | 7,898 | $48.7 萬 | 0.26% | +7,898 | 新進 |
| Morse Asset Management, Inc | 8,090 | $49.9 萬 | 0.18% | +2,360+41.2% | 加碼 |
| Vestcor Inc | 8,160 | $50.3 萬 | 0.02% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 8,200 | $50.5 萬 | 0.01% | −2,300−21.9% | 減碼 |
| Arkadios Wealth Advisors | 8,270 | $51.0 萬 | 0.07% | +8,270 | 新進 |
| Exchange Traded Concepts, LLC | 8,435 | $52.0 萬 | 0.01% | +8,435 | 新進 |
| Commerce Bank | 8,581 | $52.9 萬 | 0.00% | −225−2.6% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 8,850 | $54.6 萬 | 0.02% | −150−1.7% | 減碼 |
| Echo Street Capital Management LLC | 9,298 | $57.3 萬 | 0.01% | +9,298 | 新進 |
| Prudential Financial Inc | 9,431 | $58.1 萬 | 0.00% | −58−0.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 9,564 | $59.0 萬 | 0.09% | +9,564 | 新進 |
| Pictet Asset Management SA | 9,857 | $60.8 萬 | 0.00% | +4,219+74.8% | 加碼 |
| Walleye Trading LLC | 10,300 | $63.5 萬 | 0.02% | +10,300 | 新進 |
| Kula Investments, LLC | 10,303 | $63.5 萬 | 0.22% | +10,303 | 新進 |
| Twin Tree Management, LP | 10,343 | $63.8 萬 | 0.02% | +10,343 | 新進 |
| Public Employees Retirement Association of Colorado | 10,345 | $63.8 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 10,700 | $66.0 萬 | 0.00% | +10,700 | 新進 |
| Handelsbanken Fonder AB | 11,216 | $69.1 萬 | 0.00% | −3,600−24.3% | 減碼 |
| Advisor Group Holdings, Inc. | 11,259 | $69.4 萬 | 0.00% | +2,013+21.8% | 加碼 |
| Hillsdale Investment Management Inc. | 11,300 | $69.7 萬 | 0.06% | +11,300 | 新進 |
| Bank of Montreal | 11,281 | $70.2 萬 | 0.00% | +2,468+28.0% | 加碼 |
| State of Alaska, Department of Revenue | 11,832 | $72.9 萬 | 0.01% | +125+1.1% | 加碼 |
| Panagora Asset Management Inc | 11,872 | $73.2 萬 | 0.00% | −10,885−47.8% | 減碼 |
| HC Advisors, LLC | 12,095 | $74.6 萬 | 0.51% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,239 | $75.4 萬 | 0.00% | +1,017+9.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,635 | $77.9 萬 | 0.00% | −1,426−10.1% | 減碼 |
| Susquehanna International Group, LLP | 12,644 | $77.9 萬 | 0.00% | −13,538−51.7% | 減碼 |
| Gsa Capital Partners LLP | 13,032 | $80.3 萬 | 0.10% | +13,032 | 新進 |
| Petrus Trust Company, LTA | 13,085 | $80.7 萬 | 0.10% | +9,773+295.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 13,121 | $80.9 萬 | 0.00% | −26,643−67.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 13,200 | $81.4 萬 | 0.08% | +5,440+70.1% | 加碼 |
| Xponance, Inc. | 13,276 | $81.8 萬 | 0.01% | −21−0.2% | 減碼 |
| New Mexico Educational Retirement Board | 13,300 | $82.0 萬 | 0.04% | 00.0% | 不變 |
| Squarepoint Ops LLC | 13,838 | $85.3 萬 | 0.01% | −3,712−21.2% | 減碼 |
| Citigroup Inc | 14,039 | $86.5 萬 | 0.00% | −9,974−41.5% | 減碼 |
| Blair William & Co | 14,124 | $87.1 萬 | 0.00% | −333−2.3% | 減碼 |
| STRS Ohio | 14,200 | $87.5 萬 | 0.00% | +2,600+22.4% | 加碼 |
| Moody National Bank Trust Division | 14,309 | $88.2 萬 | 0.08% | +21+0.1% | 加碼 |
| Natixis Advisors, L.P. | 14,705 | $90.6 萬 | 0.00% | −4,487−23.4% | 減碼 |
| Zions Bancorporation, N.A. | 14,917 | $91.9 萬 | 0.07% | +2,283+18.1% | 加碼 |
| Federated Hermes, Inc. | 14,934 | $92.1 萬 | 0.00% | −993−6.2% | 減碼 |
| Shay Capital LLC | 15,000 | $92.5 萬 | 0.56% | +5,000+50.0% | 加碼 |
| ClariVest Asset Management LLC | 15,068 | $92.9 萬 | 0.04% | +15,068 | 新進 |
| Prelude Capital Management, LLC | 15,619 | $96.3 萬 | 0.06% | +8,860+131.1% | 加碼 |
| Algert Global LLC | 16,025 | $98.8 萬 | 0.05% | +1,690+11.8% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 16,121 | $99.4 萬 | 0.11% | −641−3.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 16,146 | $99.6 萬 | 0.02% | +521+3.3% | 加碼 |
| Pacer Advisors, Inc. | 16,204 | $99.9 萬 | 0.01% | +9,129+129.0% | 加碼 |
| Nordea Investment Management AB | 16,409 | $99.9 萬 | 0.00% | +16,409 | 新進 |
| Stifel Financial Corp | 16,643 | $102.6 萬 | 0.00% | −5,569−25.1% | 減碼 |
| ProShare Advisors LLC | 17,173 | $105.9 萬 | 0.00% | +2,069+13.7% | 加碼 |
| Alps Advisors Inc | 17,588 | $108.4 萬 | 0.01% | −1,712−8.9% | 減碼 |
| Vontobel Holding Ltd. | 18,245 | $112.1 萬 | 0.01% | −2,751−13.1% | 減碼 |
| Mariner, LLC | 18,361 | $113.2 萬 | 0.00% | +1,900+11.5% | 加碼 |
| First Republic Investment Management, Inc. | 18,537 | $114.3 萬 | 0.00% | −36−0.2% | 減碼 |
| US Bancorp | 18,593 | $114.6 萬 | 0.00% | −533−2.8% | 減碼 |
| Cerity Partners LLC | 21,334 | $131.5 萬 | 0.01% | +21,334 | 新進 |
| State of Michigan Retirement System | 21,522 | $132.7 萬 | 0.01% | +300+1.4% | 加碼 |
| Louisiana State Employees Retirement System | 22,600 | $139.3 萬 | 0.04% | +200+0.9% | 加碼 |
| Truist Financial Corp | 22,963 | $141.5 萬 | 0.00% | −2,341−9.3% | 減碼 |
| South Dakota Investment Council | 23,093 | $142.3 萬 | 0.03% | 00.0% | 不變 |
| Jump Financial, LLC | 23,525 | $145.0 萬 | 0.08% | +23,525 | 新進 |
| Arizona State Retirement System | 23,806 | $146.7 萬 | 0.01% | +880+3.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 24,673 | $152.1 萬 | 0.02% | +87+0.4% | 加碼 |
| Advisory Research Inc | 25,135 | $154.9 萬 | 0.15% | +25,135 | 新進 |
| Ameritas Investment Partners, Inc. | 28,206 | $159.8 萬 | 0.06% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 26,663 | $164.4 萬 | 0.00% | −2,630−9.0% | 減碼 |
| Chartwell Investment Partners, LLC | 26,750 | $164.9 萬 | 0.07% | +26,750 | 新進 |
| SG Americas Securities, LLC | 27,555 | $169.8 萬 | 0.03% | +25,884+1,549.0% | 加碼 |
| TownSquare Capital, LLC | 28,231 | $174.0 萬 | 0.04% | +1,510+5.7% | 加碼 |
| Teacher Retirement System of Texas | 28,256 | $174.2 萬 | 0.01% | +671+2.4% | 加碼 |
| Barclays PLC | 33,318 | $205.4 萬 | 0.00% | +13,465+67.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 33,775 | $208.2 萬 | 0.02% | +21,880+183.9% | 加碼 |
| Cambiar Investors LLC | 34,523 | $212.8 萬 | 0.10% | +4,695+15.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 36,042 | $222.2 萬 | 0.02% | +7,119+24.6% | 加碼 |
| Thrivent Financial for Lutherans | 36,734 | $226.4 萬 | 0.01% | −22,932−38.4% | 減碼 |
| Comerica Bank | 37,561 | $227.4 萬 | 0.02% | −645−1.7% | 減碼 |
| Neuberger Berman Group LLC | 37,151 | $229.0 萬 | 0.00% | −235−0.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,027 | $234.4 萬 | 0.02% | +4,577+13.7% | 加碼 |
| LPL Financial LLC | 42,607 | $261.8 萬 | 0.00% | +1,363+3.3% | 加碼 |
| UBS Group AG | 43,860 | $270.4 萬 | 0.00% | +11,268+34.6% | 加碼 |
| Yousif Capital Management, LLC | 44,076 | $271.7 萬 | 0.04% | +835+1.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 45,625 | $281.2 萬 | 0.05% | +12,840+39.2% | 加碼 |
| Beck Bode, LLC | 45,660 | $281.4 萬 | 0.63% | +21,735+90.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 45,763 | $282.1 萬 | 0.00% | −14,648−24.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 46,405 | $286.0 萬 | 0.01% | −13,080−22.0% | 減碼 |
| Wells Fargo & Company | 47,059 | $290.1 萬 | 0.00% | +17,201+57.6% | 加碼 |