ADT
ADT Inc. · Industrials · Security & Protection Services
Señales de momentum (gestores comparables):
amplitud de titulares +14.3% ·
flujo de acciones +30.0% ·
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 Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 674.49K | $3.84M | n/a | n/a |
| Q2 2026 | 116 | -1 | 534.72M | $3.48B | +5 | −7 |
| Q1 2026 | 121 | -4 | 481.26M | $3.19B | +5 | −10 |
| Q4 2025 | 126 | -2 | 532.29M | $4.29B | +1 | −2 |
| Q3 2025 | 21 | 0 | 216.20M | $1.88B | n/a | −1 |
| Q2 2025 | 19 | 0 | 179.73M | $1.52B | n/a | n/a |
| Q1 2025 | 16 | +2 | 87.74M | $713.39M | +2 | n/a |
| Q4 2024 | 14 | +1 | 55.40M | $383.20M | +1 | n/a |
| Q3 2024 | 12 | +2 | 29.86M | $215.89M | +3 | −1 |
| Q2 2024 | 10 | n/a | 37.15M | $282.38M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 24.22M | +8.8% | $197.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 13.12M | +86.6% | $105.54M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 8.11M | +21.6% | $66.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 8.03M | +16.8% | $65.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Millennium Management ✦ | 7.50M | +668.5% | $61.08M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 5.47M | +309.6% | $44.50M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 5.08M | +473.6% | $41.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Arrowstreet Capital ✦ | 4.90M | -2.1% | $39.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 3.80M | +371.8% | $30.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 3.12M | +61.3% | $25.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Soros Fund Management ✦ | 1.36M | Nuevo | $11.07M | 0.3% | New | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 1.32M | +5406.7% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Gotham Asset Management ✦ | 834.50K | -2.4% | $6.79M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 616.84K | +10.2% | $5.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 236.84K | +25.2% | $1.93M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Point72 Asset Management ✦ | 40.70K | Nuevo | $331,298 | 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
| Soros Fund Management | $11.07M | 0.3% |
| Point72 Asset Management | $331,298 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 441 tenedores, 735.29M acciones, $4.64B 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.
19.7% de clase · Ver presentación original ante la SEC ↗
18.1% de clase · Ver presentación original ante la SEC ↗