HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
Données momentum (gérants comparables) :
étendue des détenteurs -3.9% ·
flux d'actions -3.0% ·
nouvelles positions nettes -4.8%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -1 | 56.85M | $5.13B | +6 | −6 |
| Q1 2026 | 124 | -5 | 55.96M | $4.67B | +5 | −11 |
| Q4 2025 | 129 | 0 | 62.94M | $5.77B | +1 | — |
| 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 | — | −3 |
| Q2 2024 | 14 | — | 5.18M | $446.62M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Vanguard Capital Management Llc | 3.82M | — | $319.56M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passif) | 3.10M | +0.3% | $259.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passif) | 2.26M | +2.6% | $188.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passif) | 2.26M | +2.6% | $188.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 1.63M | +2.9% | $135.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 1.63M | +2.9% | $135.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 1.63M | +2.9% | $135.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Dimensional Fund Advisors Lp | 1.63M | +2.9% | $135.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 1.63M | +2.9% | $135.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Brown Advisory Inc | 1.41M | -6.8% | $118.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 49 | Brown Advisory Inc | 1.41M | -6.8% | $118.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 50 | Brown Advisory Inc | 1.41M | -6.8% | $118.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 51 | Brown Advisory Inc | 1.41M | -6.8% | $118.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 52 | Clearbridge Investments, LLC | 1.31M | -3.6% | $109.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Mackenzie Financial Corp | 1.28M | +9.4% | $107.11M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Charles Schwab Investment… | 1.18M | +3.8% | $98.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 1.13M | -44.7% | $94.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 1.13M | -44.7% | $94.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 1.13M | -44.7% | $94.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 1.13M | -44.7% | $94.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 1.13M | -44.7% | $94.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | Northern Trust Corp | 1.04M | +1.8% | $86.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Northern Trust Corp | 1.04M | +1.8% | $86.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Northern Trust Corp | 1.04M | +1.8% | $86.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Northern Trust Corp | 1.04M | +1.8% | $86.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Northern Trust Corp | 1.04M | +1.8% | $86.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Northern Trust Corp | 1.04M | +1.8% | $86.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Northern Trust Corp | 1.04M | +1.8% | $86.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Loomis Sayles & Co L P | 931.91K | -2.2% | $77.88M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 76 | Loomis Sayles & Co L P | 931.91K | -2.2% | $77.88M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 77 | Bank Of America Corp /De/ | 862.01K | +43.5% | $72.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank Of America Corp /De/ | 862.01K | +43.5% | $72.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank Of America Corp /De/ | 862.01K | +43.5% | $72.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of America Corp /De/ | 862.01K | +43.5% | $72.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 862.01K | +43.5% | $72.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Janus Henderson Group Plc | 850.41K | +3.7% | $71.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Janus Henderson Group Plc | 850.41K | +3.7% | $71.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Janus Henderson Group Plc | 850.41K | +3.7% | $71.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Balyasny Asset Management L.P. | 835.07K | +196.5% | $69.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Millennium Management ✦ | 808.87K | -15.0% | $67.60M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 87 | T. Rowe Price ✦ | 803.43K | -39.0% | $67.14M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 88 | T. Rowe Price ✦ | 803.43K | -39.0% | $67.14M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 89 | Goldman Sachs Group ✦ | 800.82K | -13.3% | $66.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Goldman Sachs Group ✦ | 800.82K | -13.3% | $66.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Goldman Sachs Group ✦ | 800.82K | -13.3% | $66.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Goldman Sachs Group ✦ | 800.82K | -13.3% | $66.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | UBS Group AG | 786.67K | +27.4% | $65.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | UBS Group AG | 786.67K | +27.4% | $65.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | UBS Group AG | 786.67K | +27.4% | $65.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | UBS Group AG | 786.67K | +27.4% | $65.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Bamco Inc /Ny/ | 750.02K | -0.8% | $62.68M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 98 | American Century Companies Inc | 742.85K | -0.6% | $62.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Swedbank AB | 706.30K | +61.5% | $59.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 100 | Nuveen, LLC | 680.46K | +0.9% | $56.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Norges Bank | $66.93M | était 0.0% |
| Point72 Asset Management | $16.67M | était 0.0% |
| Massachusetts Financial… | $13.66M | était 0.0% |
| Bridgewater Associates | $1.91M | était 0.0% |
| Credit Agricole S A | $1.53M | était 0.0% |
| Hrt Financial Lp | $1.17M | était 0.0% |
| Assenagon Asset Management… | $981,143 | était 0.0% |
| Walleye Trading LLC | $373,036 | était 0.0% |
| Truist Financial Corp | $232,415 | était 0.0% |
| Tudor Investment Corp Et Al | $220,872 | était 0.0% |
| Danske Bank A/S | $64,127 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 482 détenteurs, 85.01M actions, $6.90B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.