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、2 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 4 季 13F 持有人
Healthequity, 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
- 352
- 較 2023 年第 3 季 +17 家
- 持有股數
- 8,532 萬
- 較 2023 年第 3 季 −233.5 萬 (−2.7%)
- 總市值
- $56.6 億
- 較 2023 年第 3 季 −$7.49 億 (−11.7%)
- 新進機構
- 58
- 另有 111 家加碼
- 清倉機構
- 41
- 另有 133 家減碼
另有 8 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 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 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 75,117 | $498.0 萬 | 0.11% | +75,117 | 新進 |
| Thematics Asset Management | 74,385 | $493.2 萬 | 0.22% | −6,217−7.7% | 減碼 |
| Texas Permanent School Fund | 73,971 | $490.4 萬 | 0.04% | +1,381+1.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 73,930 | $490.2 萬 | 0.01% | 00.0% | 不變 |
| Natixis | 71,695 | $475.3 萬 | 0.04% | +71,695 | 新進 |
| Twinbeech Capital LP | 68,255 | $452.5 萬 | 0.07% | +68,255 | 新進 |
| HSBC Holdings PLC | 67,991 | $449.0 萬 | 0.00% | +67,991 | 新進 |
| Fred Alger Management, LLC | 66,888 | $443.5 萬 | 0.02% | −117,313−63.7% | 減碼 |
| Great West Life Assurance Co | 64,322 | $425.4 萬 | 0.01% | −163−0.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 62,374 | $413.5 萬 | 0.05% | −2,594−4.0% | 減碼 |
| Graham Capital Management, L.P. | 61,602 | $408.4 萬 | 0.13% | +61,602 | 新進 |
| Comerica Bank | 58,829 | $390.0 萬 | 0.02% | +339+0.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 58,035 | $384.8 萬 | 0.05% | −3,861−6.2% | 減碼 |
| Gradient Investments LLC | 57,387 | $380.5 萬 | 0.09% | +8,615+17.7% | 加碼 |
| Amalgamated Bank | 53,636 | $355.6 萬 | 0.03% | −676−1.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 51,281 | $340.0 萬 | 0.03% | −1,400−2.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 50,250 | $333.2 萬 | 0.01% | 00.0% | 不變 |
| Madison Asset Management, LLC | 48,636 | $322.5 萬 | 0.04% | +34,801+251.5% | 加碼 |
| Price T Rowe Associates Inc | 48,019 | $318.4 萬 | 0.00% | +2,712+6.0% | 加碼 |
| M&T Bank Corp | 47,174 | $312.8 萬 | 0.01% | −5,056−9.7% | 減碼 |
| Neuberger Berman Group LLC | 46,912 | $311.0 萬 | 0.00% | −4,217−8.2% | 減碼 |
| Russell Investments Group, Ltd. | 45,586 | $302.2 萬 | 0.01% | −11,480−20.1% | 減碼 |
| ClariVest Asset Management LLC | 44,802 | $297.0 萬 | 0.16% | −3,820−7.9% | 減碼 |
| King Luther Capital Management Corp | 42,787 | $283.7 萬 | 0.01% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 42,750 | $283.4 萬 | 0.01% | −13,458−23.9% | 減碼 |
| Agf Management Ltd | 42,021 | $278.6 萬 | 0.02% | −2,745−6.1% | 減碼 |
| Vontobel Holding Ltd. | 41,801 | $277.1 萬 | 0.02% | +22,904+121.2% | 加碼 |
| State of Tennessee, Treasury Department | 41,200 | $273.2 萬 | 0.01% | −8,800−17.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 41,107 | $272.5 萬 | 0.00% | −421−1.0% | 減碼 |
| Yousif Capital Management, LLC | 40,544 | $268.8 萬 | 0.03% | −305−0.7% | 減碼 |
| Beck Bode, LLC | 39,598 | $262.5 萬 | 0.59% | −1,864−4.5% | 減碼 |
| Amussen Hunsaker Associates LLC | 39,460 | $261.6 萬 | 0.53% | −3,359−7.8% | 減碼 |
| Eaton Financial Holdings Company, LLC | 39,191 | $259.8 萬 | 0.63% | −1,436−3.5% | 減碼 |
| Oberweis Asset Management Inc | 38,700 | $256.6 萬 | 0.24% | +38,700 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 37,820 | $250.7 萬 | 0.04% | +37,820 | 新進 |
| LPL Financial LLC | 37,374 | $247.8 萬 | 0.00% | +1,453+4.0% | 加碼 |
| AQR Capital Management LLC | 37,018 | $245.4 萬 | 0.00% | +29,108+368.0% | 加碼 |
| Advantage Alpha Capital Partners LP | 35,524 | $235.5 萬 | 0.45% | −60,777−63.1% | 減碼 |
| Nordea Investment Management AB | 35,222 | $233.7 萬 | 0.00% | −356−1.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 34,900 | $231.4 萬 | 0.08% | +7,376+26.8% | 加碼 |
| Susquehanna International Group, LLP | 34,794 | $230.7 萬 | 0.00% | −10,229−22.7% | 減碼 |
| McKinley Capital Management LLC /Delaware | 34,460 | $228.5 萬 | 0.29% | 00.0% | 不變 |
| New York State Common Retirement Fund | 33,700 | $223.4 萬 | 0.00% | −71,109−67.8% | 減碼 |
| Los Angeles Capital Management LLC | 33,589 | $222.7 萬 | 0.01% | −30,871−47.9% | 減碼 |
| National Philanthropic Trust | 31,000 | $205.5 萬 | 0.05% | +31,000 | 新進 |
| Forest Hill Capital, LLC | 30,476 | $202.1 萬 | 1.06% | +30,476 | 新進 |
| Qube Research & Technologies Ltd | 30,422 | $201.7 萬 | 0.00% | +28,964+1,986.6% | 加碼 |
| UBS Group AG | 29,514 | $195.7 萬 | 0.00% | −81,337−73.4% | 減碼 |
| Renaissance Group LLC | 27,832 | $184.8 萬 | 0.08% | +27,832 | 新進 |
| Advisory Research Inc | 26,285 | $174.3 萬 | 0.27% | −35,324−57.3% | 減碼 |
| Two Sigma Investments, LP | 26,168 | $173.5 萬 | 0.00% | +6,068+30.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 25,609 | $169.8 萬 | 0.00% | +25,609 | 新進 |
| Teacher Retirement System of Texas | 25,308 | $167.8 萬 | 0.01% | +78+0.3% | 加碼 |
| Redwood Investments, LLC | 24,926 | $165.3 萬 | 0.43% | −144,510−85.3% | 減碼 |
| TownSquare Capital, LLC | 24,914 | $165.2 萬 | 0.03% | −3,044−10.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 24,174 | $160.3 萬 | 0.03% | +207+0.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 24,003 | $159.1 萬 | 0.00% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 24,000 | $159.1 萬 | 0.03% | −200−0.8% | 減碼 |
| Arizona State Retirement System | 23,937 | $158.7 萬 | 0.01% | −399−1.6% | 減碼 |
| Gsa Capital Partners LLP | 22,247 | $147.5 萬 | 0.12% | +22,247 | 新進 |
| Amica Mutual Insurance Co | 21,728 | $144.1 萬 | 0.16% | −6,823−23.9% | 減碼 |
| Thrivent Financial for Lutherans | 21,391 | $141.8 萬 | 0.00% | −100.0% | 減碼 |
| South Dakota Investment Council | 21,293 | $141.2 萬 | 0.03% | 00.0% | 不變 |
| State of Michigan Retirement System | 20,522 | $136.1 萬 | 0.01% | +100+0.5% | 加碼 |
| Zacks Investment Management | 19,572 | $129.8 萬 | 0.02% | −1,902−8.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 19,510 | $129.4 萬 | 0.01% | +19,510 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 19,050 | $126.3 萬 | 0.03% | +94+0.5% | 加碼 |
| Stifel Financial Corp | 18,941 | $125.6 萬 | 0.00% | −2,696−12.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,926 | $125.5 萬 | 0.00% | +2,013+11.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,895 | $125.3 萬 | 0.01% | +1,587+9.2% | 加碼 |
| ProShare Advisors LLC | 18,424 | $122.2 萬 | 0.00% | +2,882+18.5% | 加碼 |
| Gotham Asset Management, LLC | 18,274 | $121.2 萬 | 0.02% | +3,170+21.0% | 加碼 |
| Zions Bancorporation, N.A. | 17,733 | $117.6 萬 | 0.08% | +991+5.9% | 加碼 |
| Lunt Capital Management, Inc. | 17,730 | $117.5 萬 | 0.61% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 17,454 | $115.7 萬 | 0.02% | −374−2.1% | 減碼 |
| New Mexico Educational Retirement Board | 17,300 | $114.7 萬 | 0.04% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 17,212 | $114.1 萬 | 0.00% | −452−2.6% | 減碼 |
| Cornercap Investment Counsel Inc | 17,193 | $114.0 萬 | 0.19% | +8,120+89.5% | 加碼 |
| Citigroup Inc | 17,084 | $113.3 萬 | 0.00% | +8,612+101.7% | 加碼 |
| GWM Advisors LLC | 15,530 | $107.8 萬 | 0.01% | +4,024+35.0% | 加碼 |
| STRS Ohio | 16,100 | $106.7 萬 | 0.00% | +5,300+49.1% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,731 | $104.3 萬 | 0.09% | 00.0% | 不變 |
| Cerity Partners LLC | 15,362 | $101.9 萬 | 0.00% | −394−2.5% | 減碼 |
| Alps Advisors Inc | 15,352 | $101.8 萬 | 0.01% | +1,097+7.7% | 加碼 |
| Handelsbanken Fonder AB | 15,216 | $100.9 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 14,292 | $94.8 萬 | 0.00% | −691−4.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 13,136 | $87.1 萬 | 0.09% | +13,136 | 新進 |
| Pacer Advisors, Inc. | 12,861 | $85.3 萬 | 0.00% | +5,646+78.3% | 加碼 |
| Federated Hermes, Inc. | 12,335 | $81.8 萬 | 0.00% | −1,130−8.4% | 減碼 |
| Williamson Legacy Group, LLC | 12,289 | $81.5 萬 | 0.76% | +12,289 | 新進 |
| Xponance, Inc. | 12,269 | $81.3 萬 | 0.01% | +147+1.2% | 加碼 |
| HC Advisors, LLC | 12,120 | $80.4 萬 | 0.45% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 12,115 | $80.3 萬 | 0.01% | +6,607+120.0% | 加碼 |
| Engineers Gate Manager LP | 12,036 | $79.8 萬 | 0.02% | +12,036 | 新進 |
| LMCG Investments, LLC | 11,838 | $78.5 萬 | 0.05% | 00.0% | 不變 |
| Captrust Financial Advisors | 11,743 | $77.9 萬 | 0.00% | −513−4.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 11,233 | $74.5 萬 | 0.02% | −3,633−24.4% | 減碼 |
| Verition Fund Management LLC | 11,165 | $74.0 萬 | 0.01% | +11,165 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,071 | $73.4 萬 | 0.00% | +11,071 | 新進 |
| US Bancorp | 10,968 | $72.7 萬 | 0.00% | −2,143−16.3% | 減碼 |