ARGX
argenx SE · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +1.7% ·
nuevas posiciones netas +7.7%
· 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 | 3 | +1 | 36.98K | $35.38M | +1 | −1 |
| Q2 2026 | 119 | +5 | 20.56M | $18.99B | +10 | −7 |
| Q1 2026 | 118 | 0 | 23.58M | $17.26B | +7 | −7 |
| Q4 2025 | 117 | +1 | 24.12M | $20.07B | +1 | n/a |
| Q3 2025 | 16 | -2 | 14.76M | $10.89B | n/a | −2 |
| Q2 2025 | 15 | 0 | 15.30M | $8.43B | n/a | n/a |
| Q1 2025 | 13 | +1 | 9.21M | $5.45B | +2 | −1 |
| Q4 2024 | 12 | +2 | 9.05M | $5.57B | +2 | n/a |
| Q3 2024 | 9 | -1 | 9.09M | $4.93B | n/a | −1 |
| Q2 2024 | 10 | n/a | 8.59M | $3.70B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 5.38M | -2.4% | $3.19B | 0.4% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Capital World Investors ✦ | 1.94M | +8.4% | $1.15B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 551.94K | +7.4% | $326.67M | 0.3% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Wellington Management ✦ | 406.20K | -4.4% | $240.42M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 5 | Millennium Management ✦ | 268.60K | +316.9% | $158.98M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 260.32K | -9.7% | $154.08M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 7 | Adage Capital Partners ✦ | 138.64K | +54.4% | $82.05M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 8 | Marshall Wace ✦ | 126.77K | -33.8% | $75.03M | 0.1% | ▼ Trim | 4 | SEC ↗ ×3 |
| 9 | Two Sigma Investments ✦ | 73.95K | Nuevo | $43.77M | 0.1% | New | 1 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 29.54K | Nuevo | $17.48M | 0.0% | New | 1 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 26.58K | -2.3% | $15.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (pasivo) | 4.09K | +111.7% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 502 | +32.1% | $297,241 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
"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
| Two Sigma Investments | $43.77M | 0.1% |
| Arrowstreet Capital | $17.48M | 0.0% |
Posición cerrada
| Point72 Asset Management | $91.01M | era 0.3% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 472 tenedores, 28.81M acciones, $18.26B 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.