CNMD
CONMED Corporation · Healthcare · Medical - Devices
Señales de momentum (gestores comparables):
amplitud de titulares +16.7% ·
flujo de acciones 0.0% ·
nuevas posiciones netas +14.3%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.15K | $550,072 | n/a | n/a |
| Q2 2026 | 90 | +3 | 21.75M | $712.65M | +10 | −7 |
| Q1 2026 | 90 | -6 | 22.15M | $783.24M | +6 | −12 |
| Q4 2025 | 96 | 0 | 23.15M | $939.82M | +2 | −2 |
| Q3 2025 | 19 | +2 | 12.23M | $575.38M | +2 | n/a |
| Q2 2025 | 14 | +2 | 11.23M | $584.91M | +3 | −1 |
| Q1 2025 | 9 | -1 | 2.85M | $172.13M | +2 | −3 |
| Q4 2024 | 10 | -3 | 2.86M | $196.26M | +1 | −4 |
| Q3 2024 | 12 | 0 | 1.57M | $113.17M | +1 | −1 |
| Q2 2024 | 12 | n/a | 2.54M | $175.97M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 4.83M | n/a | $251.65M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (pasivo) | 3.55M | n/a | $184.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 1.29M | -0.7% | $67.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 734.53K | +2.8% | $38.26M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Fisher Asset Management ✦ | 363.32K | -21.7% | $18.92M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 153.29K | +1.3% | $7.98M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | D. E. Shaw & Co. ✦ | 74.17K | +88.6% | $3.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 65.71K | -34.1% | $3.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | GAMCO Investors ✦ | 57.20K | 0.0% | $2.98M | 0.0% | Held | 5 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 44.50K | Nuevo | $2.32M | 0.0% | New | 1 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 24.57K | Nuevo | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 20.11K | Nuevo | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 13.74K | -3.2% | $715,684 | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 14 | Fidelity (FMR) ✦ | 2.32K | n/a | $120,603 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"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
| Gotham Asset Management | $2.32M | 0.0% |
| Arrowstreet Capital | $1.28M | 0.0% |
| Citadel Advisors | $1.05M | 0.0% |
Posición cerrada
| Marshall Wace | $236,065 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 236 tenedores, 33.90M acciones, $1.17B 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.