AXSM
Axsome Therapeutics, Inc. · Healthcare · Biotechnology
Données momentum (gérants comparables) :
étendue des détenteurs +25.0% ·
flux d'actions +13.0% ·
nouvelles positions nettes +20.0%
— 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 Q1 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | +8 | 27.61M | $6.75B | +16 | −7 |
| Q1 2026 | 125 | +4 | 27.78M | $4.69B | +9 | −6 |
| Q4 2025 | 120 | +1 | 28.15M | $5.13B | +2 | — |
| Q3 2025 | 19 | 0 | 15.93M | $1.93B | +1 | −2 |
| Q2 2025 | 17 | -1 | 13.98M | $1.46B | — | −1 |
| Q1 2025 | 15 | +3 | 4.41M | $513.88M | +3 | — |
| Q4 2024 | 12 | +1 | 3.90M | $329.80M | +1 | — |
| Q3 2024 | 10 | 0 | 3.50M | $314.34M | — | — |
| Q2 2024 | 10 | — | 4.77M | $384.18M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passif) | 934.85K | +2.5% | $109.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 934.85K | +2.5% | $109.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passif) | 906.02K | -4.3% | $105.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 703.28K | +4.5% | $82.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 703.28K | +4.5% | $82.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 703.28K | +4.5% | $82.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 703.28K | +4.5% | $82.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 703.28K | +4.5% | $82.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 703.28K | +4.5% | $82.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 703.28K | +4.5% | $82.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 547.66K | +2591.8% | $63.87M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 547.66K | +2591.8% | $63.87M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Norges Bank ✦ (passif) | 437.50K | +8.6% | $51.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Millennium Management ✦ | 235.31K | +5441.9% | $27.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 134.40K | Nouveau | $15.68M | 0.0% | New | 1 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 126.19K | -31.8% | $14.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 83.79K | -83.1% | $9.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 83.79K | -83.1% | $9.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 68.70K | -46.0% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Marshall Wace ✦ | 68.70K | -46.0% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 58.36K | +52.7% | $6.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 58.36K | +52.7% | $6.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 58.36K | +52.7% | $6.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 58.36K | +52.7% | $6.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 58.36K | +52.7% | $6.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Adage Capital Partners ✦ | 48.00K | -20.0% | $5.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 47.01K | Nouveau | $5.48M | 0.0% | New | 1 | SEC ↗ |
| 28 | Bridgewater Associates ✦ | 42.83K | Nouveau | $4.99M | 0.0% | New | 1 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 31.98K | +2.4% | $3.73M | 0.0% | ▲ Add | 4 | 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
| Renaissance Technologies | $15.68M | 0.0% |
| Two Sigma Investments | $5.48M | 0.0% |
| Bridgewater Associates | $4.99M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 11.40K actions, $1,926 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.