BCPC
Balchem Corp · Basic Materials · Chemicals - Specialty
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +4.3% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | 0 | 19.40M | $3.28B | +4 | −3 |
| Q1 2026 | 126 | -2 | 18.65M | $3.16B | +4 | −7 |
| Q4 2025 | 127 | +1 | 20.52M | $3.15B | +3 | −1 |
| Q3 2025 | 18 | 0 | 14.72M | $2.21B | — | −1 |
| Q2 2025 | 16 | -1 | 13.27M | $2.11B | — | −1 |
| Q1 2025 | 14 | +1 | 3.53M | $585.68M | +1 | — |
| Q4 2024 | 13 | +4 | 3.16M | $516.51M | +4 | — |
| Q3 2024 | 8 | -1 | 1.76M | $309.00M | +1 | −2 |
| Q2 2024 | 9 | — | 1.69M | $260.09M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.28M | — | $208.98M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 938.50K | +1.0% | $153.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 938.50K | +1.0% | $153.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 430.48K | +9.5% | $70.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 232.22K | -0.1% | $37.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 232.22K | -0.1% | $37.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 170.90K | -5.1% | $27.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 44.65K | +3107.6% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 44.65K | +3107.6% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 25.71K | +86.3% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 16.77K | +905.9% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 11.83K | Nuevo | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 11.83K | Nuevo | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 11.83K | Nuevo | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 9.00K | Nuevo | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 2.80K | -32.0% | $456,060 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 2.26K | Nuevo | $368,532 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 2.26K | Nuevo | $368,532 | 0.0% | New | 1 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 1.48K | Nuevo | $240,418 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $1.93M | 0.0% |
| Marshall Wace | $1.93M | 0.0% |
| Marshall Wace | $1.93M | 0.0% |
| Point72 Asset Management | $1.47M | 0.0% |
| AQR Capital Management | $368,532 | 0.0% |
| AQR Capital Management | $368,532 | 0.0% |
| Gotham Asset Management | $240,418 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 419 tenedores, 28.07M acciones, $4.59B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.