AFYA
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -12.1% ·
flujo de acciones -7.6% ·
nuevas posiciones netas -13.8%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +1 | 5.71M | $84.79M | +4 | −3 |
| Q1 2026 | 31 | +2 | 6.37M | $94.82M | +4 | −2 |
| Q4 2025 | 29 | -4 | 6.40M | $98.68M | — | −4 |
| Q3 2025 | 17 | 0 | 4.69M | $73.20M | +1 | −1 |
| Q2 2025 | 14 | +1 | 4.67M | $83.46M | +1 | — |
| Q1 2025 | 11 | +1 | 1.13M | $20.36M | +2 | −1 |
| Q4 2024 | 10 | 0 | 873.10K | $13.86M | +1 | −1 |
| Q3 2024 | 9 | +2 | 935.68K | $15.97M | +2 | — |
| Q2 2024 | 7 | — | 1.03M | $18.26M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 2.73M | -0.6% | $42.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Bamco Inc /Ny/ | 1.69M | — | $26.02M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 446.10K | -9.9% | $6.87M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 252.48K | -10.1% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 5 | Swedbank AB | 189.20K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 176.36K | -3.9% | $2.72M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 152.48K | -34.6% | $2.35M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | State Street Global Advisors ✦ (pasivo) | 126.91K | +25.8% | $1.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 89.22K | -5.3% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 10 | Bank Of America Corp /De/ | 87.46K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Northern Trust Corp | 83.15K | — | $1.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Geode Capital Management ✦ (pasivo) | 60.38K | +16.6% | $930,424 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 13 | Wellington Management ✦ | 52.20K | 0.0% | $804,448 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Lazard Asset Management Llc | 49.61K | — | $764,521 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 39.12K | — | $602,808 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Dodge & Cox ✦ | 35.39K | +0.3% | $545,314 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Pictet Asset Management Holding SA | 32.95K | — | $507,744 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 22.18K | +7294.7% | $341,855 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | UBS Group AG | 21.05K | — | $324,319 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Goldman Sachs Group ✦ | 18.93K | -58.8% | $291,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Nuveen, LLC | 12.63K | — | $194,613 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 12.24K | — | $188,618 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Sei Investments Co | 10.08K | — | $155,271 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Legal & General Group Plc | 3.83K | — | $59,020 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Daiwa Securities Group Inc. | 2.80K | — | $43,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 1.41K | — | $21,698 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 1.26K | -50.0% | $19,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Barclays Plc | 1.20K | — | $18,538 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 284 | — | $4,376 | 0.0% | n/c | 1 | SEC ↗ |
«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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Millennium Management | $2.38M | era 0.0% |
| Citadel Advisors | $1.65M | era 0.0% |
| Marshall Wace | $1.40M | era 0.0% |
| AQR Capital Management | $293,389 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 53 tenedores, 11.44M acciones, $169.94M 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 4.16K acc. · $55,341
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
72.3% de clase · Ver presentación original ante la SEC ↗