ALKS
Alkermes plc · Healthcare · Drug Manufacturers - Specialty & Generic
Señales de momentum (gestores comparables):
amplitud de titulares +18.2% ·
flujo de acciones +3.2% ·
nuevas posiciones netas +15.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | +1 | 123.13M | $6.45B | +12 | −10 |
| Q1 2026 | 122 | -3 | 122.08M | $4.29B | +3 | −7 |
| Q4 2025 | 124 | +2 | 142.93M | $4.00B | +3 | — |
| Q3 2025 | 20 | -1 | 95.12M | $2.85B | — | −2 |
| Q2 2025 | 19 | +2 | 84.64M | $2.42B | +2 | — |
| Q1 2025 | 14 | 0 | 39.73M | $1.31B | — | — |
| Q4 2024 | 14 | 0 | 45.20M | $1.30B | — | — |
| Q3 2024 | 13 | +2 | 43.42M | $1.22B | +2 | — |
| Q2 2024 | 11 | — | 42.07M | $1.01B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 13.00M | +18.0% | $363.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 13.00M | +18.0% | $363.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 12.66M | -11.8% | $354.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 12.66M | -11.8% | $354.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 12.66M | -11.8% | $354.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 12.66M | -11.8% | $354.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 12.66M | -11.8% | $354.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 12.66M | -11.8% | $354.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 5.42M | -1.1% | $151.73M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 3.87M | -1.5% | $108.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 3.87M | -1.5% | $108.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | PRIMECAP Management ✦ | 3.30M | -2.6% | $92.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 2.10M | -1.4% | $58.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 831.25K | +3.5% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 831.25K | +3.5% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 831.25K | +3.5% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 824.35K | Nuevo | $23.07M | 0.0% | New | 1 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 555.68K | +72.0% | $15.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 555.68K | +72.0% | $15.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 405.66K | +415.2% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 260.79K | +7.5% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 114.92K | Nuevo | $3.22M | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 82.92K | -74.3% | $2.32M | 0.0% | ▼ Trim | 2 | 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
| Millennium Management | $23.07M | 0.0% |
| Gotham Asset Management | $3.22M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 384 tenedores, 171.47M acciones, $5.79B 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 · 6.91K acc. · $339,967
Officer · 664 acc. · $32,969
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología