ARGX
argenx SE · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -11.1% ·
flujo de acciones -7.4% ·
nuevas posiciones netas -12.5%
· fórmula
Distribución amplia: acciones en descenso y 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 36.98K | $35.38M | +1 | n/a |
| 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 | Fidelity (FMR) ✦ | 5.69M | +5.0% | $4.20B | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | T. Rowe Price ✦ | 3.64M | -26.9% | $2.69B | 0.3% | ▼ Trim | 6 | SEC ↗ ×2 |
| 3 | Capital World Investors ✦ | 1.96M | +0.4% | $1.45B | 0.2% | ▲ Add | 6 | SEC ↗ |
| 4 | Wellington Management ✦ | 729.99K | +80.1% | $538.41M | 0.1% | ▲ Add | 6 | SEC ↗ ×9 |
| 5 | Citadel Advisors ✦ | 713.56K | -17.6% | $526.29M | 0.4% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (pasivo) | 523.80K | -4.8% | $386.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 7 | Morgan Stanley ✦ | 435.11K | n/a | $320.92M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 8 | Millennium Management ✦ | 347.52K | -19.1% | $256.32M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 294.16K | +570.3% | $216.96M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 193.11K | n/a | $142.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | D. E. Shaw & Co. ✦ | 169.03K | +22.5% | $124.67M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 26.11K | -0.5% | $19.26M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 16.84K | n/a | $12.42M | 0.0% | n/c | 1 | SEC ↗ ×24 |
| 14 | Marshall Wace ✦ | 12.53K | -93.0% | $9.24M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 15 | State Street Global Advisors ✦ (pasivo) | 4.85K | -2.6% | $3.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 1.93K | +90.9% | $1.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
"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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Adage Capital Partners | $163.77M | era 0.3% |
| Arrowstreet Capital | $3.47M | era 0.0% |
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.