CNMD
CONMED Corporation · Healthcare · Medical - Devices
Señales de momentum (gestores comparables):
amplitud de titulares +11.8% ·
flujo de acciones +1.8% ·
nuevas posiciones netas +10.5%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 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) | 4.64M | -3.9% | $218.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (pasivo) | 3.61M | +1.8% | $169.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 1.26M | -2.3% | $59.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 737.20K | +0.4% | $34.68M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Fisher Asset Management ✦ | 397.05K | +9.3% | $18.67M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 292.96K | n/a | $13.78M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 7 | JPMorgan Chase ✦ | 279.05K | n/a | $13.12M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 8 | Goldman Sachs Group ✦ | 215.56K | n/a | $10.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 196.46K | Nuevo | $9.24M | 0.0% | New | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 164.44K | +150.2% | $7.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 154.56K | +0.8% | $7.27M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | D. E. Shaw & Co. ✦ | 66.96K | -9.7% | $3.15M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | GAMCO Investors ✦ | 57.20K | 0.0% | $2.69M | 0.0% | Held | 6 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 55.17K | +174.3% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 50.66K | +13.8% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 20.07K | -18.3% | $944,127 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 15.90K | +15.7% | $747,729 | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 18 | Bridgewater Associates ✦ | 5.93K | Nuevo | $279,029 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.82K | -21.4% | $85,579 | 0.0% | ▼ Trim | 2 | 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
| Millennium Management | $9.24M | 0.0% |
| Bridgewater Associates | $279,029 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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.