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。
2023 年第 1 季 13F 持有人
Healthequity, Inc. 在 2023/3/31 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
- 311
- 較 2022 年第 4 季 −10 家
- 持有股數
- 8,506 萬
- 較 2022 年第 4 季 +171.8 萬 (+2.1%)
- 總市值
- $49.9 億
- 較 2022 年第 4 季 −$1.46 億 (−2.8%)
- 新進機構
- 29
- 另有 122 家加碼
- 清倉機構
- 39
- 另有 117 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 7,000 | $41.1 萬 | 0.01% | +7,000 | 新進 |
| Arkadios Wealth Advisors | 7,270 | $42.7 萬 | 0.05% | −1,000−12.1% | 減碼 |
| Captrust Financial Advisors | 7,472 | $43.9 萬 | 0.00% | +1,703+29.5% | 加碼 |
| Rockefeller Capital Management L.P. | 7,597 | $44.6 萬 | 0.00% | −130−1.7% | 減碼 |
| Securian Asset Management, Inc | 7,691 | $45.2 萬 | 0.01% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 7,730 | $45.4 萬 | 0.07% | 00.0% | 不變 |
| Duality Advisers, LP | 8,067 | $47.4 萬 | 0.05% | +8,067 | 新進 |
| Bank of Nova Scotia | 8,133 | $47.7 萬 | 0.00% | +2,906+55.6% | 加碼 |
| Vestcor Inc | 8,160 | $47.9 萬 | 0.02% | 00.0% | 不變 |
| CenterBook Partners LP | 8,384 | $49.2 萬 | 0.07% | +1,442+20.8% | 加碼 |
| Two Sigma Advisers, LP | 8,400 | $49.3 萬 | 0.00% | −2,300−21.5% | 減碼 |
| JustInvest LLC | 8,524 | $50.0 萬 | 0.02% | +5,060+146.1% | 加碼 |
| Cim Investment Mangement Inc | 8,697 | $51.1 萬 | 0.19% | +8,697 | 新進 |
| Kula Investments, LLC | 8,852 | $52.0 萬 | 0.13% | −1,451−14.1% | 減碼 |
| Prudential Financial Inc | 8,932 | $52.4 萬 | 0.00% | −499−5.3% | 減碼 |
| Advisor Group Holdings, Inc. | 9,033 | $52.9 萬 | 0.00% | −2,226−19.8% | 減碼 |
| STRS Ohio | 9,100 | $53.4 萬 | 0.00% | −5,100−35.9% | 減碼 |
| Bayesian Capital Management, LP | 9,701 | $57.0 萬 | 0.07% | +9,701 | 新進 |
| Lombard Odier Asset Management (Europe) Ltd | 10,000 | $58.7 萬 | 0.03% | +1,150+13.0% | 加碼 |
| HSBC Holdings PLC | 10,140 | $59.4 萬 | 0.00% | +10,140 | 新進 |
| Commerce Bank | 10,162 | $59.7 萬 | 0.00% | +1,581+18.4% | 加碼 |
| Qube Research & Technologies Ltd | 10,215 | $60.0 萬 | 0.00% | +10,215 | 新進 |
| Guggenheim Capital LLC | 10,267 | $60.3 萬 | 0.01% | +3,749+57.5% | 加碼 |
| Jefferies Financial Group Inc. | 10,335 | $60.7 萬 | 0.01% | +10,335 | 新進 |
| Public Employees Retirement Association of Colorado | 10,345 | $60.7 萬 | 0.00% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 10,526 | $61.8 萬 | 0.00% | −8,011−43.2% | 減碼 |
| Pictet Asset Management SA | 10,650 | $62.5 萬 | 0.00% | +793+8.0% | 加碼 |
| Exchange Traded Concepts, LLC | 10,715 | $62.9 萬 | 0.02% | +2,280+27.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,465 | $67.3 萬 | 0.00% | −1,170−9.3% | 減碼 |
| US Bancorp | 11,521 | $67.6 萬 | 0.00% | −7,072−38.0% | 減碼 |
| Twin Tree Management, LP | 11,571 | $67.9 萬 | 0.02% | +1,228+11.9% | 加碼 |
| State of Alaska, Department of Revenue | 11,662 | $68.4 萬 | 0.01% | −170−1.4% | 減碼 |
| Dynamic Technology Lab Private Ltd | 11,705 | $68.7 萬 | 0.06% | −1,495−11.3% | 減碼 |
| Panagora Asset Management Inc | 11,872 | $69.7 萬 | 0.00% | 00.0% | 不變 |
| HC Advisors, LLC | 12,095 | $71.0 萬 | 0.44% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 12,300 | $72.2 萬 | 0.06% | +1,000+8.8% | 加碼 |
| Citigroup Inc | 12,499 | $73.4 萬 | 0.00% | −1,540−11.0% | 減碼 |
| GWM Advisors LLC | 12,966 | $76.1 萬 | 0.01% | −1,543−10.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,112 | $77.0 萬 | 0.00% | +873+7.1% | 加碼 |
| Xponance, Inc. | 13,338 | $78.3 萬 | 0.01% | +62+0.5% | 加碼 |
| Blair William & Co | 13,541 | $79.5 萬 | 0.00% | −583−4.1% | 減碼 |
| Natixis Advisors, L.P. | 13,830 | $81.2 萬 | 0.00% | −875−6.0% | 減碼 |
| Bank of Montreal | 14,685 | $86.3 萬 | 0.00% | +3,404+30.2% | 加碼 |
| Federated Hermes, Inc. | 14,804 | $86.9 萬 | 0.00% | −130−0.9% | 減碼 |
| ProShare Advisors LLC | 14,806 | $86.9 萬 | 0.00% | −2,367−13.8% | 減碼 |
| ClariVest Asset Management LLC | 15,112 | $88.7 萬 | 0.04% | +44+0.3% | 加碼 |
| Handelsbanken Fonder AB | 15,216 | $89.3 萬 | 0.01% | +4,000+35.7% | 加碼 |
| New Mexico Educational Retirement Board | 15,300 | $89.8 萬 | 0.05% | +2,000+15.0% | 加碼 |
| Chartwell Investment Partners, LLC | 15,677 | $92.0 萬 | 0.03% | −11,073−41.4% | 減碼 |
| Moody National Bank Trust Division | 15,709 | $92.2 萬 | 0.08% | +1,400+9.8% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 16,091 | $94.5 萬 | 0.10% | −30−0.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 16,190 | $95.0 萬 | 0.02% | +44+0.3% | 加碼 |
| Mariner, LLC | 16,309 | $95.7 萬 | 0.00% | −2,052−11.2% | 減碼 |
| Cerity Partners LLC | 16,356 | $96.0 萬 | 0.00% | −4,978−23.3% | 減碼 |
| Zions Bancorporation, N.A. | 16,509 | $96.9 萬 | 0.08% | +1,592+10.7% | 加碼 |
| Nordea Investment Management AB | 16,577 | $97.4 萬 | 0.00% | +168+1.0% | 加碼 |
| Algert Global LLC | 16,623 | $97.6 萬 | 0.05% | +598+3.7% | 加碼 |
| Stifel Financial Corp | 16,758 | $98.4 萬 | 0.00% | +115+0.7% | 加碼 |
| AQR Capital Management LLC | 17,444 | $102.4 萬 | 0.00% | +13,734+370.2% | 加碼 |
| Alps Advisors Inc | 17,577 | $103.2 萬 | 0.01% | −11−0.1% | 減碼 |
| PDT Partners, LLC | 18,683 | $109.7 萬 | 0.15% | +18,683 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 18,778 | $110.2 萬 | 0.03% | +10,955+140.0% | 加碼 |
| State of Michigan Retirement System | 21,422 | $125.8 萬 | 0.01% | −100−0.5% | 減碼 |
| Louisiana State Employees Retirement System | 22,500 | $132.1 萬 | 0.03% | −100−0.4% | 減碼 |
| South Dakota Investment Council | 23,093 | $135.6 萬 | 0.03% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 23,315 | $136.9 萬 | 0.01% | +5,070+27.8% | 加碼 |
| Arizona State Retirement System | 24,493 | $143.8 萬 | 0.01% | +687+2.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 24,680 | $144.9 萬 | 0.02% | +70.0% | 加碼 |
| Advisory Research Inc | 24,770 | $145.4 萬 | 0.24% | −365−1.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 26,663 | $156.5 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Investments, LP | 27,000 | $158.5 萬 | 0.00% | −41,101−60.4% | 減碼 |
| ExodusPoint Capital Management, LP | 27,729 | $162.8 萬 | 0.02% | +27,729 | 新進 |
| Ameritas Investment Partners, Inc. | 28,364 | $166.5 萬 | 0.07% | +158+0.6% | 加碼 |
| Jane Street Group, LLC | 28,727 | $168.7 萬 | 0.00% | +28,727 | 新進 |
| Arrowstreet Capital, Limited Partnership | 29,059 | $170.6 萬 | 0.00% | +24,533+542.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 113,240 | $180.4 萬 | 0.01% | −890−0.8% | 減碼 |
| TownSquare Capital, LLC | 31,196 | $183.2 萬 | 0.04% | +2,965+10.5% | 加碼 |
| Teacher Retirement System of Texas | 34,497 | $202.5 萬 | 0.01% | +6,241+22.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 35,363 | $207.7 萬 | 0.02% | +1,588+4.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 35,628 | $209.2 萬 | 0.00% | −10,135−22.1% | 減碼 |
| Macquarie Group Ltd | 35,966 | $211.2 萬 | 0.00% | −21,870−37.8% | 減碼 |
| Thrivent Financial for Lutherans | 36,375 | $213.5 萬 | 0.01% | −359−1.0% | 減碼 |
| LPL Financial LLC | 37,292 | $218.9 萬 | 0.00% | −5,315−12.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,122 | $223.8 萬 | 0.02% | +95+0.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 39,368 | $231.1 萬 | 0.00% | +26,247+200.0% | 加碼 |
| Neuberger Berman Group LLC | 39,634 | $232.7 萬 | 0.00% | +2,483+6.7% | 加碼 |
| King Luther Capital Management Corp | 40,339 | $236.8 萬 | 0.01% | −14,063−25.9% | 減碼 |
| Price T Rowe Associates Inc | 41,384 | $243.0 萬 | 0.00% | −6,295−13.2% | 減碼 |
| Moody Aldrich Partners LLC | 41,795 | $245.4 萬 | 0.50% | −31,580−43.0% | 減碼 |
| SG Americas Securities, LLC | 42,033 | $246.8 萬 | 0.03% | +14,478+52.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 43,988 | $258.3 萬 | 0.00% | −2,417−5.2% | 減碼 |
| Yousif Capital Management, LLC | 44,076 | $258.8 萬 | 0.03% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 45,085 | $264.7 萬 | 0.01% | −35,202−43.8% | 減碼 |
| Beck Bode, LLC | 46,815 | $274.9 萬 | 0.68% | +1,155+2.5% | 加碼 |
| State of Tennessee, Treasury Department | 47,666 | $279.8 萬 | 0.01% | −3,112−6.1% | 減碼 |
| Los Angeles Capital Management LLC | 49,219 | $289.0 萬 | 0.01% | +49,219 | 新進 |
| State of New Jersey Common Pension Fund D | 50,250 | $295.0 萬 | 0.01% | 00.0% | 不變 |
| Weiss Multi-Strategy Advisers LLC | 52,102 | $305.9 萬 | 0.07% | −28,595−35.4% | 減碼 |
| Agf Management Ltd | 53,114 | $311.8 萬 | 0.02% | −159,441−75.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 53,286 | $312.8 萬 | 0.05% | +6,192+13.1% | 加碼 |