ADTN
ADTRAN Holdings Inc. · Technology · Communication Equipment
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones +4.4% ·
nuevas posiciones netas -11.8%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 99 | +5 | 58.94M | $818.49M | +10 | −6 |
| Q1 2026 | 98 | +8 | 47.47M | $595.94M | +12 | −4 |
| Q4 2025 | 90 | 0 | 45.77M | $397.86M | +1 | −1 |
| Q3 2025 | 17 | -1 | 26.66M | $250.10M | +1 | −3 |
| Q2 2025 | 16 | 0 | 22.68M | $203.46M | +1 | −1 |
| Q1 2025 | 13 | +2 | 6.62M | $57.74M | +2 | — |
| Q4 2024 | 11 | 0 | 7.03M | $58.55M | +1 | −1 |
| Q3 2024 | 10 | 0 | 5.18M | $30.71M | +1 | −1 |
| Q2 2024 | 10 | — | 6.80M | $35.75M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 8.38M | +2.7% | $78.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 8.27M | +2.7% | $77.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 3 | State Street Global Advisors ✦ (pasivo) | 1.90M | +2.4% | $17.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.77M | +1.2% | $16.61M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 1.63M | — | $15.26M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 6 | Citadel Advisors ✦ | 1.22M | +200.9% | $11.43M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 793.54K | — | $7.44M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 8 | Goldman Sachs Group ✦ | 644.24K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 571.96K | +177.1% | $5.36M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Marshall Wace ✦ | 358.05K | -56.1% | $3.36M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 11 | D. E. Shaw & Co. ✦ | 324.87K | Nuevo | $3.05M | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Renaissance Technologies ✦ | 271.63K | -59.4% | $2.55M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 176.41K | -27.8% | $1.65M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 14 | Point72 Asset Management ✦ | 120.70K | +175.4% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 106.69K | +33.6% | $1.00M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 105.43K | +2.1% | $989,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 17.88K | +375.0% | $167,701 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| D. E. Shaw & Co. | $3.05M | 0.0% |
Posición cerrada
| Norges Bank | $1.78M | era 0.0% |
| Gotham Asset Management | $466,601 | era 0.0% |
| Arrowstreet Capital | $274,276 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 225 tenedores, 77.00M acciones, $924.65M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.