HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
Señales de momentum (gestores comparables):
amplitud de titulares +14.3% ·
flujo de acciones +4.9% ·
nuevas posiciones netas +12.5%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 65.54K | $5.12M | n/a | −1 |
| Q2 2026 | 119 | -1 | 56.71M | $5.11B | +6 | −8 |
| Q1 2026 | 124 | -5 | 55.96M | $4.67B | +5 | −11 |
| Q4 2025 | 129 | 0 | 62.94M | $5.77B | +1 | n/a |
| Q3 2025 | 18 | 0 | 39.21M | $3.72B | +2 | −3 |
| Q2 2025 | 16 | +2 | 35.13M | $3.68B | +4 | −2 |
| Q1 2025 | 11 | 0 | 9.21M | $813.19M | +1 | −1 |
| Q4 2024 | 11 | -1 | 8.97M | $860.26M | +1 | −2 |
| Q3 2024 | 11 | -3 | 5.31M | $434.71M | n/a | −3 |
| Q2 2024 | 14 | n/a | 5.18M | $446.62M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 10.72M | n/a | $1.12B | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (pasivo) | 8.50M | n/a | $890.74M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 5.04M | n/a | $527.99M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (pasivo) | 3.18M | -2.9% | $333.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 2.15M | +0.2% | $224.97M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 1.21M | +179.4% | $126.80M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 1.11M | +148.5% | $116.02M | 0.1% | ▲ Add | 5 | SEC ↗ ×6 |
| 8 | Wellington Management ✦ | 924.92K | +8.9% | $96.89M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 9 | Norges Bank ✦ (pasivo) | 716.61K | -7.8% | $75.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 700.37K | +9.5% | $73.37M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 475.39K | -19.2% | $49.80M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Viking Global Investors ✦ | 219.75K | Nuevo | $23.02M | 0.1% | New | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 62.10K | +92.9% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 52.34K | Nuevo | $5.48M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Arrowstreet Capital ✦ | 45.31K | Nuevo | $4.75M | 0.0% | New | 1 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 16.65K | Nuevo | $1.74M | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Viking Global Investors | $23.02M | 0.1% |
| Marshall Wace | $5.48M | 0.0% |
| Arrowstreet Capital | $4.75M | 0.0% |
| Gotham Asset Management | $1.74M | 0.0% |
Posición cerrada
| Adage Capital Partners | $1.06M | era 0.0% |
| Two Sigma Investments | $972,070 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 482 tenedores, 85.01M acciones, $6.90B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Officer · EVP Chief Prod &… · 108 acc. @ 90.33 · $9,756
Officer · EVP Chief Prod &… · 23 acc. @ 95.06 · $2,186
Ventas en mercado abierto (S)
Director · 1.33K acc. · $140,201
Director · 6.30K acc. · $658,172
Officer · 108 acc. · $11,405
Officer · 23 acc. · $1,905
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología