ADEA
Adeia Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +5.9% ·
flujo de acciones -1.2% ·
nuevas posiciones netas 0.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
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 | 152.79K | $3.48M | n/a | −1 |
| 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) | 16.47M | -0.7% | $276.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (pasivo) | 14.06M | 0.0% | $236.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 4.35M | -1.3% | $73.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.78M | +5.7% | $46.71M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 2.10M | n/a | $35.26M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 6 | Wellington Management ✦ | 1.21M | -0.6% | $20.41M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 7 | Morgan Stanley ✦ | 893.06K | n/a | $15.00M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 8 | Renaissance Technologies ✦ | 820.34K | +4.4% | $13.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 542.65K | n/a | $9.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Millennium Management ✦ | 118.79K | +64.6% | $2.00M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 111.01K | +3.7% | $1.87M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 101.09K | -42.6% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 99.56K | Nuevo | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 89.90K | +26.8% | $1.51M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 15 | Citadel Advisors ✦ | 73.69K | -63.3% | $1.24M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Marshall Wace ✦ | 34.14K | -93.7% | $573,534 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Gotham Asset Management ✦ | 16.95K | +1.8% | $284,760 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 11.01K | +7.4% | $184,936 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
"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
| Two Sigma Investments | $1.67M | 0.0% |
Posición cerrada
| Norges Bank | $974,826 | 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.