HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.5% · nuevas posiciones netas -5.6% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 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) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ ×18 |
| 2 | The Vanguard Group ✦ (pasivo) | 8.75M | +2.9% | $828.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 3.49M | -30.8% | $330.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (pasivo) | 3.15M | -1.1% | $298.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.41M | n/a | $228.41M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 6 | Geode Capital Management ✦ (pasivo) | 2.20M | +2.2% | $208.10M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 1.76M | +59.3% | $167.20M | 0.1% | ▲ Add | 6 | SEC ↗ ×6 |
| 8 | T. Rowe Price ✦ | 1.53M | +119.0% | $145.35M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 1.30M | n/a | $123.43M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 10 | Goldman Sachs Group ✦ | 875.44K | n/a | $82.97M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Wellington Management ✦ | 796.25K | -13.9% | $75.46M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 12 | Point72 Asset Management ✦ | 561.02K | Nuevo | $53.17M | 0.1% | New | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 426.81K | -64.7% | $40.45M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 14 | Millennium Management ✦ | 378.28K | -20.4% | $35.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 293.18K | +460.2% | $27.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Arrowstreet Capital ✦ | 74.89K | +65.3% | $7.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 36.82K | +121.1% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 6.38K | Nuevo | $604,538 | 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
| Point72 Asset Management | $53.17M | 0.1% |
| Bridgewater Associates | $604,538 | 0.0% |
Posición cerrada
| Norges Bank | $75.07M | era 0.0% |
| Viking Global Investors | $23.02M | era 0.1% |
| Renaissance Technologies | $6.51M | 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