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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 47,094 | $290.3 萬 | 0.05% | −1,295−2.7% | 減碼 |
| PFS Investments Inc. | 47,192 | $290.9 萬 | 0.05% | +5,684+13.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 47,250 | $291.2 萬 | 0.05% | −46,959−49.8% | 減碼 |
| Price T Rowe Associates Inc | 47,679 | $293.9 萬 | 0.00% | +2,188+4.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 50,250 | $309.7 萬 | 0.01% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 50,778 | $313.0 萬 | 0.01% | 00.0% | 不變 |
| King Luther Capital Management Corp | 54,402 | $335.3 萬 | 0.02% | −17,668−24.5% | 減碼 |
| Brookfield Asset Management Inc. | 56,068 | $345.6 萬 | 0.01% | +3,973+7.6% | 加碼 |
| Texas Permanent School Fund | 56,829 | $350.3 萬 | 0.05% | −3,850−6.3% | 減碼 |
| M&T Bank Corp | 57,435 | $354.0 萬 | 0.01% | −5,700−9.0% | 減碼 |
| Macquarie Group Ltd | 57,836 | $356.5 萬 | 0.00% | +5,995+11.6% | 加碼 |
| Amalgamated Bank | 59,540 | $367.0 萬 | 0.03% | +1,060+1.8% | 加碼 |
| UMA Financial Services, Inc. | 65,029 | $371.5 萬 | 1.00% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 64,213 | $395.8 萬 | 1.09% | −86,727−57.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 64,959 | $400.4 萬 | 0.59% | +64,959 | 新進 |
| Balyasny Asset Management LLC | 65,271 | $402.3 萬 | 0.01% | +57,406+729.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 65,740 | $405.2 萬 | 0.03% | +14,459+28.2% | 加碼 |
| Great West Life Assurance Co | 67,802 | $418.3 萬 | 0.01% | +11,788+21.0% | 加碼 |
| Two Sigma Investments, LP | 68,101 | $419.8 萬 | 0.01% | +53,401+363.3% | 加碼 |
| Mutual of America Capital Management LLC | 69,431 | $428.0 萬 | 0.05% | +1,653+2.4% | 加碼 |
| Moody Aldrich Partners LLC | 73,375 | $452.3 萬 | 0.92% | −1,852−2.5% | 減碼 |
| Advantage Alpha Capital Partners LP | 76,941 | $474.3 萬 | 1.01% | −46,021−37.4% | 減碼 |
| Public Employees Retirement System of Ohio | 77,705 | $479.0 萬 | 0.02% | −13,330−14.6% | 減碼 |
| Envestnet Asset Management Inc | 79,220 | $488.3 萬 | 0.00% | +714+0.9% | 加碼 |
| Thematics Asset Management | 80,008 | $493.2 萬 | 0.30% | +80,008 | 新進 |
| Russell Investments Group, Ltd. | 80,287 | $494.9 萬 | 0.01% | −5,163−6.0% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 80,697 | $497.4 萬 | 0.14% | +30,175+59.7% | 加碼 |
| Davenport & Co LLC | 82,223 | $506.8 萬 | 0.04% | +9,589+13.2% | 加碼 |
| Deutsche Bank AG | 82,461 | $508.3 萬 | 0.00% | +4,389+5.6% | 加碼 |
| New York State Teachers Retirement System | 83,151 | $512.5 萬 | 0.01% | +100+0.1% | 加碼 |
| HighTower Advisors, LLC | 84,717 | $521.7 萬 | 0.01% | +1,330+1.6% | 加碼 |
| Inspirion Wealth Advisors, LLC | 85,000 | $523.9 萬 | 1.11% | −6,485−7.1% | 減碼 |
| Osterweis Capital Management Inc | 87,355 | $538.5 萬 | 0.39% | +37,775+76.2% | 加碼 |
| NBW Capital LLC | 87,549 | $539.7 萬 | 1.38% | +316+0.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 88,852 | $547.7 萬 | 0.03% | +88,852 | 新進 |
| DFPG Investments, LLC | 100,103 | $567.7 萬 | 0.94% | +2,000+2.0% | 加碼 |
| CWM, LLC | 92,338 | $569.2 萬 | 0.04% | −15,297−14.2% | 減碼 |
| Motley Fool Asset Management LLC | 93,255 | $574.8 萬 | 0.65% | −4,702−4.8% | 減碼 |
| MetLife Investment Management | 95,494 | $588.6 萬 | 0.04% | −973−1.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 98,767 | $608.8 萬 | 0.00% | −227−0.2% | 減碼 |
| New York State Common Retirement Fund | 100,911 | $622.0 萬 | 0.01% | −6,900−6.4% | 減碼 |
| California State Teachers Retirement System | 106,546 | $656.7 萬 | 0.01% | +1,061+1.0% | 加碼 |
| Tekla Capital Management LLC | 110,214 | $679.4 萬 | 0.26% | 00.0% | 不變 |
| Retirement Systems of Alabama | 111,414 | $686.8 萬 | 0.03% | +962+0.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 114,130 | $703.5 萬 | 0.02% | −800−0.7% | 減碼 |
| First Trust Advisors LP | 116,062 | $715.4 萬 | 0.01% | −124,284−51.7% | 減碼 |
| Picton Mahoney Asset Management | 120,520 | $742.8 萬 | 0.38% | −55,330−31.5% | 減碼 |
| Voya Investment Management LLC | 121,925 | $751.5 萬 | 0.01% | +89,697+278.3% | 加碼 |
| Motley Fool Wealth Management, LLC | 124,165 | $765.0 萬 | 0.53% | −528−0.4% | 減碼 |
| Legal & General Group Plc | 124,994 | $770.5 萬 | 0.00% | +1,384+1.1% | 加碼 |
| Raymond James & Associates | 128,754 | $793.6 萬 | 0.01% | +18,127+16.4% | 加碼 |
| State of Wisconsin Investment Board | 139,917 | $862.4 萬 | 0.03% | −5,207−3.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 148,336 | $914.3 萬 | 0.02% | −17,503−10.6% | 減碼 |
| Honeycomb Asset Management LP | 156,000 | $961.6 萬 | 2.92% | +156,000 | 新進 |
| American International Group, Inc. | 170,052 | $1,048 萬 | 0.07% | −1,615−0.9% | 減碼 |
| Peregrine Capital Management LLC | 172,596 | $1,064 萬 | 0.33% | −9,864−5.4% | 減碼 |
| Scout Investments, Inc. | 179,468 | $1,106 萬 | 0.23% | −2,984−1.6% | 減碼 |
| Alliancebernstein L.P. | 192,678 | $1,188 萬 | 0.01% | −14,004−6.8% | 減碼 |
| California Public Employees Retirement System | 193,176 | $1,191 萬 | 0.01% | +1,499+0.8% | 加碼 |
| Swiss National Bank | 203,700 | $1,256 萬 | 0.01% | +3,600+1.8% | 加碼 |
| Eagle Asset Management Inc | 207,531 | $1,260 萬 | 0.08% | −205,881−49.8% | 減碼 |
| Putnam Investments LLC | 206,148 | $1,271 萬 | 0.02% | +73,636+55.6% | 加碼 |
| Agf Management Ltd | 212,555 | $1,310 萬 | 0.10% | +212,555 | 新進 |
| Summit Creek Advisors LLC | 226,415 | $1,396 萬 | 1.90% | −60,996−21.2% | 減碼 |
| DF Dent & Co Inc | 233,086 | $1,437 萬 | 0.21% | −51,184−18.0% | 減碼 |
| Glenmede Trust Co NA | 237,922 | $1,467 萬 | 0.09% | −27,820−10.5% | 減碼 |
| Sectoral Asset Management Inc | 243,775 | $1,503 萬 | 2.91% | +10,675+4.6% | 加碼 |
| Ameriprise Financial Inc | 262,345 | $1,617 萬 | 0.01% | +16,201+6.6% | 加碼 |
| Rhumbline Advisers | 275,395 | $1,698 萬 | 0.02% | +7,027+2.6% | 加碼 |
| SEI Investments Co | 284,242 | $1,752 萬 | 0.04% | −185,177−39.4% | 減碼 |
| Ashford Capital Management Inc | 329,104 | $2,029 萬 | 3.15% | −10,727−3.2% | 減碼 |
| Citadel Advisors LLC | 345,563 | $2,130 萬 | 0.02% | −348,938−50.2% | 減碼 |
| Ensign Peak Advisors, Inc | 356,455 | $2,197 萬 | 0.05% | −3,829−1.1% | 減碼 |
| Ophir Asset Management Pty Ltd | 368,269 | $2,270 萬 | 4.37% | −160,131−30.3% | 減碼 |
| Principal Financial Group Inc | 380,608 | $2,346 萬 | 0.02% | +39,179+11.5% | 加碼 |
| Aureus Asset Management, LLC | 399,693 | $2,464 萬 | 2.13% | −8,733−2.1% | 減碼 |
| UBS Asset Management Americas Inc | 403,649 | $2,488 萬 | 0.01% | +285,624+242.0% | 加碼 |
| Kornitzer Capital Management Inc | 417,196 | $2,572 萬 | 0.52% | −144,456−25.7% | 減碼 |
| Royal Bank of Canada | 431,411 | $2,659 萬 | 0.01% | −63,544−12.8% | 減碼 |
| Granite Investment Partners, LLC | 449,871 | $2,773 萬 | 1.15% | −18,943−4.0% | 減碼 |
| American Century Companies Inc | 454,898 | $2,804 萬 | 0.02% | +38,270+9.2% | 加碼 |
| Credit Suisse AG | 481,365 | $2,967 萬 | 0.03% | −394,929−45.1% | 減碼 |
| Massachusetts Financial Services Co | 485,360 | $2,992 萬 | 0.01% | −153,107−24.0% | 減碼 |
| Morgan Stanley | 504,835 | $3,112 萬 | 0.00% | −53,483−9.6% | 減碼 |
| Marshall Wace, LLP | 542,897 | $3,346 萬 | 0.09% | +156,495+40.5% | 加碼 |
| Norges Bank | 552,740 | $3,407 萬 | 0.01% | +122,068+28.3% | 加碼 |
| Aristotle Capital Boston, LLC | 565,661 | $3,487 萬 | 1.10% | +25,951+4.8% | 加碼 |
| Nuveen Asset Management, LLC | 582,479 | $3,590 萬 | 0.01% | +76,340+15.1% | 加碼 |
| Granahan Investment Management Inc | 615,238 | $3,792 萬 | 1.16% | −76,928−11.1% | 減碼 |
| Victory Capital Management Inc | 621,494 | $3,831 萬 | 0.04% | −250,191−28.7% | 減碼 |
| Wellington Management Group LLP | 630,762 | $3,888 萬 | 0.01% | +450,001+248.9% | 加碼 |
| Point72 Asset Management, L.P. | 632,425 | $3,898 萬 | 0.15% | −46,152−6.8% | 減碼 |
| Goldman Sachs Group Inc | 692,411 | $4,268 萬 | 0.01% | +108,782+18.6% | 加碼 |
| Bank of America Corp | 705,653 | $4,350 萬 | 0.01% | +316,345+81.3% | 加碼 |
| Van Berkom & Associates Inc. | 757,916 | $4,672 萬 | 2.00% | +38,001+5.3% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 768,258 | $4,736 萬 | 0.15% | −702,914−47.8% | 減碼 |
| Bamco Inc | 800,000 | $4,931 萬 | 0.17% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 830,755 | $5,121 萬 | 0.52% | −9,297−1.1% | 減碼 |
| Geneva Capital Management LLC | 867,798 | $5,349 萬 | 1.20% | −8,893−1.0% | 減碼 |
| TimesSquare Capital Management, LLC | 891,955 | $5,498 萬 | 0.78% | +207,020+30.2% | 加碼 |