DERM
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +14.2% ·
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 Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | -9 | 2.54M | $17.99M | +6 | −15 |
| Q1 2026 | 42 | -4 | 4.49M | $21.07M | +3 | −7 |
| Q4 2025 | 46 | +2 | 3.84M | $29.59M | +2 | — |
| Q3 2025 | 11 | +3 | 2.05M | $14.60M | +3 | — |
| Q2 2025 | 5 | -2 | 1.73M | $12.42M | — | −2 |
| Q1 2025 | 5 | +1 | 451.43K | $2.66M | +1 | — |
| Q4 2024 | 4 | +1 | 418.74K | $1.64M | +1 | — |
| Q3 2024 | 2 | 0 | 376.63K | $2.13M | — | — |
| Q2 2024 | 2 | — | 359.58K | $2.03M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 633.06K | +16.3% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 633.06K | +16.3% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 633.06K | +16.3% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 633.06K | +16.3% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 633.06K | +16.3% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 615.23K | +8.9% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | The Vanguard Group ✦ (pasivo) | 615.23K | +8.9% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | The Vanguard Group ✦ (pasivo) | 615.23K | +8.9% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 277.85K | +5.9% | $1.98M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 277.85K | +5.9% | $1.98M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 247.90K | +1.8% | $1.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (pasivo) | 146.04K | +27.0% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 50.83K | Nuevo | $361,938 | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 50.83K | Nuevo | $361,938 | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 50.83K | Nuevo | $361,938 | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 34.05K | — | $242,457 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 20.73K | — | $147,612 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 20.73K | — | $147,612 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 20.73K | — | $147,612 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 20.73K | — | $147,612 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 14.39K | Nuevo | $102,457 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 14.39K | Nuevo | $102,457 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 9.88K | — | $70,332 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 9.88K | — | $70,332 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 19 | Nuevo | $135 | 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
| AQR Capital Management | $361,938 | 0.0% |
| AQR Capital Management | $361,938 | 0.0% |
| AQR Capital Management | $361,938 | 0.0% |
| Citadel Advisors | $102,457 | 0.0% |
| Citadel Advisors | $102,457 | 0.0% |
| Fidelity (FMR) | $135 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 69 tenedores, 11.77M acciones, $55.13M 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.