AMWL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones +0.2% ·
nuevas posiciones netas -15.4%
— 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 | 32 | +1 | 3.92M | $35.78M | +5 | −4 |
| Q1 2026 | 31 | -1 | 3.29M | $17.31M | +2 | −3 |
| Q4 2025 | 32 | 0 | 3.53M | $17.34M | +1 | −1 |
| Q3 2025 | 13 | -1 | 2.77M | $17.05M | — | −2 |
| Q2 2025 | 12 | +1 | 1.50M | $13.36M | +1 | — |
| Q1 2025 | 8 | 0 | 741.95K | $5.85M | — | — |
| Q4 2024 | 8 | 0 | 620.87K | $4.50M | — | — |
| Q3 2024 | 7 | -2 | 673.07K | $6.38M | +1 | −3 |
| Q2 2024 | 9 | — | 18.11M | $6.03M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.24M | — | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.24M | — | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.24M | — | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.24M | — | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.24M | — | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 650.10K | +2.5% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | The Vanguard Group ✦ (pasivo) | 650.10K | +2.5% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | The Vanguard Group ✦ (pasivo) | 650.10K | +2.5% | $4.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 276.74K | +13.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 276.74K | +13.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 276.74K | +13.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 276.74K | +13.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 200.52K | +14.3% | $1.23M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Geode Capital Management ✦ (pasivo) | 149.29K | +1.2% | $918,364 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Geode Capital Management ✦ (pasivo) | 149.29K | +1.2% | $918,364 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | Marshall Wace ✦ | 49.43K | +94.5% | $303,988 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Marshall Wace ✦ | 49.43K | +94.5% | $303,988 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (pasivo) | 48.50K | 0.0% | $298,269 | 0.0% | Held | 4 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 46.33K | +22.6% | $284,923 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Millennium Management ✦ | 44.89K | -60.1% | $276,092 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 41.27K | — | $253,780 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 41.27K | — | $253,780 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 15.50K | 0.0% | $96,000 | 0.0% | Held | 6 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 13.66K | — | $84,032 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 13.66K | — | $84,032 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 13.66K | — | $84,032 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 13.66K | — | $84,032 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 59 | -90.7% | $363 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Citadel Advisors | $288,578 | era 0.0% |
| Norges Bank | $249,542 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 54 tenedores, 6.31M acciones, $30.57M 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.