ARQT
Arcutis Biotherapeutics, Inc. · Healthcare · Biotechnology
Données momentum (gérants comparables) :
étendue des détenteurs -12.5% ·
flux d'actions +2.4% ·
nouvelles positions nettes -14.3%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +8 | 69.46M | $1.82B | +11 | −2 |
| Q1 2026 | 99 | +1 | 69.94M | $1.65B | +6 | −6 |
| Q4 2025 | 97 | +2 | 70.50M | $2.05B | +3 | — |
| Q3 2025 | 16 | 0 | 32.55M | $613.65M | +1 | −2 |
| Q2 2025 | 14 | -2 | 28.30M | $396.73M | — | −2 |
| Q1 2025 | 13 | 0 | 11.91M | $186.25M | +1 | −1 |
| Q4 2024 | 13 | +1 | 15.11M | $210.56M | +1 | — |
| Q3 2024 | 11 | +1 | 9.54M | $88.77M | +2 | −1 |
| Q2 2024 | 10 | — | 8.25M | $76.75M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 8.53M | — | $119.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 7.05M | — | $98.83M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 7.05M | — | $98.83M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 7.05M | — | $98.83M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 7.05M | — | $98.83M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 7.05M | — | $98.83M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passif) | 4.53M | +1.2% | $63.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passif) | 2.58M | +1.4% | $36.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passif) | 2.58M | +1.4% | $36.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 2.16M | +8.7% | $30.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 2.16M | +8.7% | $30.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Point72 Asset Management ✦ | 1.49M | +78.9% | $20.83M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 27 | Millennium Management ✦ | 910.84K | +92.3% | $12.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 375.23K | +51.2% | $5.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 375.23K | +51.2% | $5.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 375.23K | +51.2% | $5.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 375.23K | +51.2% | $5.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 375.23K | +51.2% | $5.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Norges Bank ✦ (passif) | 174.82K | -74.3% | $2.45M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 150.73K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 150.73K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 145.49K | -53.1% | $2.04M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | T. Rowe Price ✦ | 84.05K | +7.8% | $1.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 71.68K | -52.7% | $1.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Wellington Management ✦ | 44.27K | -5.1% | $620,622 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Wellington Management ✦ | 44.27K | -5.1% | $620,622 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Wellington Management ✦ | 44.27K | -5.1% | $620,622 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Wellington Management ✦ | 44.27K | -5.1% | $620,622 | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Marshall Wace | $905,681 | était 0.0% |
| Renaissance Technologies | $340,936 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 267 détenteurs, 132.09M actions, $3.07B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Director · 1.07K act. · $27,912
Officer · 1.70K act. · $45,819
Director · 4.73K act. · $123,835
Officer · 6.70K act. · $174,767
Officer · 8.30K act. · $220,129
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie