ADEA
Adeia Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones +0.3% ·
nuevas posiciones netas -6.7%
· fórmula
Acumulación concentrada: acciones en aumento entre menos 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 | 152.79K | $3.48M | n/a | n/a |
| Q2 2026 | 101 | +14 | 87.51M | $2.88B | +16 | −3 |
| Q1 2026 | 91 | -1 | 78.18M | $1.88B | +9 | −10 |
| Q4 2025 | 92 | -1 | 83.11M | $1.43B | +1 | −2 |
| Q3 2025 | 18 | +1 | 43.88M | $737.20M | +1 | −1 |
| Q2 2025 | 15 | -1 | 40.95M | $579.03M | n/a | −1 |
| Q1 2025 | 13 | +3 | 10.19M | $134.72M | +3 | n/a |
| Q4 2024 | 10 | -1 | 9.64M | $134.72M | n/a | −1 |
| Q3 2024 | 10 | +2 | 5.39M | $64.26M | +2 | n/a |
| Q2 2024 | 8 | n/a | 5.46M | $61.03M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 16.59M | n/a | $234.57M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (pasivo) | 14.06M | n/a | $198.74M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 4.40M | -0.1% | $62.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.63M | -0.2% | $37.20M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Wellington Management ✦ | 1.22M | -0.6% | $17.29M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 6 | Renaissance Technologies ✦ | 785.64K | -4.4% | $11.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Marshall Wace ✦ | 541.46K | +16.4% | $7.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Citadel Advisors ✦ | 200.59K | +410.8% | $2.84M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | Arrowstreet Capital ✦ | 176.03K | +69.3% | $2.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 107.10K | +6.2% | $1.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Millennium Management ✦ | 72.18K | +121.5% | $1.02M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 70.88K | -24.6% | $1.00M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 13 | Norges Bank ✦ (pasivo) | 68.94K | -58.2% | $974,826 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 16.65K | -42.9% | $235,403 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 10.25K | n/a | $144,924 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| D. E. Shaw & Co. | $855,387 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 255 tenedores, 107.31M acciones, $2.49B 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.