ASMB
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +6.1% ·
flux d'actions +22.4% ·
nouvelles positions nettes +5.7%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +8 | 3.98M | $108.81M | +16 | −8 |
| Q1 2026 | 37 | +2 | 3.19M | $88.39M | +6 | −4 |
| Q4 2025 | 35 | +2 | 3.52M | $119.74M | +2 | — |
| Q3 2025 | 12 | +3 | 1.48M | $37.86M | +3 | — |
| Q2 2025 | 6 | -1 | 551.77K | $10.00M | — | −1 |
| Q1 2025 | 5 | +1 | 205.32K | $1.96M | +1 | — |
| Q4 2024 | 4 | -2 | 170.18K | $2.69M | — | −2 |
| Q3 2024 | 5 | +1 | 175.66K | $2.66M | +1 | — |
| Q2 2024 | 4 | — | 245.52K | $3.37M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | 837.92K | — | $28.54M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Point72 Asset Management ✦ | 600.61K | +102.9% | $20.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 572.90K | +14.1% | $19.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Franklin Resources Inc | 210.53K | — | $7.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 192.30K | +13.0% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Adage Capital Partners ✦ | 161.00K | Nouveau | $5.48M | 0.0% | New | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passif) | 131.31K | +0.9% | $4.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Marshall Wace ✦ | 129.07K | +51.5% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 98.22K | +354.6% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 80.39K | — | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 53.70K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | State Street Global Advisors ✦ (passif) | 52.99K | +18.2% | $1.80M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 48.16K | +343892.9% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 42.19K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northern Trust Corp | 41.23K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 37.81K | Nouveau | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 34.79K | +97.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 32.87K | -39.0% | $1.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 19 | Federated Hermes, Inc. | 25.39K | — | $863,650 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Barclays Plc | 24.74K | — | $841,442 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Morgan Stanley ✦ | 22.53K | +538.9% | $766,381 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 22 | Connor, Clark & Lunn Investment… | 20.80K | — | $707,476 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Sei Investments Co | 17.75K | — | $603,507 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Raymond James Financial Inc | 13.08K | — | $444,919 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | UBS Group AG | 9.78K | — | $332,583 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Renaissance Technologies ✦ | 9.24K | -94.0% | $314,252 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Charles Schwab Investment… | 6.70K | — | $228,003 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 5.11K | — | $173,792 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Canada Pension Plan Investment Board | 3.50K | — | $119,035 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 2.20K | — | $74,856 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 260 | — | $8,843 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rhumbline Advisers | 190 | — | $6,461 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 100 | — | $3,401 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 59 | — | $2,007 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 2 | — | $68 | 0.0% | n/c | 1 | 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
| Adage Capital Partners | $5.48M | 0.0% |
| Arrowstreet Capital | $1.29M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 73 détenteurs, 13.51M actions, $373.71M 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.