DRUG
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +5.1% ·
flux d'actions +6.5% ·
nouvelles positions nettes +4.9%
· formule
Accumulation large : hausse des positions chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +6 | 2.67M | $187.62M | +9 | −3 |
| Q1 2026 | 40 | 0 | 3.54M | $258.23M | +3 | −3 |
| Q4 2025 | 41 | +2 | 2.93M | $229.38M | +5 | −3 |
| Q3 2025 | 13 | +3 | 1.21M | $73.26M | +3 | n/a |
| Q2 2025 | 8 | 0 | 770.31K | $20.11M | +2 | −2 |
| Q1 2025 | 5 | +2 | 553.22K | $19.95M | +2 | n/a |
| Q4 2024 | 3 | +3 | 308.07K | $11.10M | +3 | n/a |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Janus Henderson Group Plc | 1.16M | n/a | $90.83M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Adage Capital Partners ✦ | 395.74K | 0.0% | $30.88M | 0.0% | Held | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 394.04K | +68.3% | $30.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 4 | Balyasny Asset Management L.P. | 225.41K | n/a | $17.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 194.44K | +153.6% | $15.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 132.12K | -31.5% | $10.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | State Street Global Advisors ✦ (passif) | 77.28K | +13.0% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passif) | 63.55K | +9.8% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | The Vanguard Group ✦ (passif) | 48.58K | +7.7% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Goldman Sachs Group ✦ | 48.55K | Nouveau | $3.79M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bnp Paribas Financial Markets | 25.68K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northern Trust Corp | 25.57K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Bank Of America Corp /De/ | 15.07K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 13.81K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Wellington Management ✦ | 13.69K | Nouveau | $1.07M | 0.0% | New | 1 | SEC ↗ ×3 |
| 16 | Charles Schwab Investment… | 12.46K | n/a | $972,769 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 9.99K | n/a | $779,525 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Barclays Plc | 9.66K | n/a | $753,867 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 9.02K | n/a | $703,765 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Nuveen, LLC | 5.99K | n/a | $467,225 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rhumbline Advisers | 5.94K | n/a | $463,239 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | LPL Financial LLC | 5.64K | n/a | $440,536 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 5.52K | n/a | $431,015 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Marshall Wace ✦ | 4.60K | Nouveau | $358,984 | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Deutsche Bank Ag\ | 4.26K | n/a | $332,373 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Invesco Ltd. | 4.20K | n/a | $327,613 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | D. E. Shaw & Co. ✦ | 3.92K | Nouveau | $305,683 | 0.0% | New | 1 | SEC ↗ |
| 28 | State Board Of Administration Of… | 3.78K | n/a | $295,069 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 2.83K | Nouveau | $221,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 2.60K | -75.7% | $202,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | New York State Common Retirement… | 2.60K | n/a | $202,904 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.52K | -76.1% | $196,349 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.32K | n/a | $181,287 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.11K | +70.7% | $86,717 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Russell Investments Group, Ltd. | 934 | n/a | $72,889 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Legal & General Group Plc | 547 | n/a | $42,986 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 527 | n/a | $40,000 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 38 | Osaic Holdings, Inc. | 371 | n/a | $28,952 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | California State Teachers… | 310 | n/a | $24,192 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citigroup Inc | 114 | n/a | $9,184 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 10 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Goldman Sachs Group | $3.79M | 0.0% |
| Wellington Management | $1.07M | 0.0% |
| Marshall Wace | $358,984 | 0.0% |
| D. E. Shaw & Co. | $305,683 | 0.0% |
| T. Rowe Price | $221,000 | 0.0% |
Sorti(e)
| Point72 Asset Management | $6.37M | était 0.0% |
| Citadel Advisors | $392,834 | était 0.0% |
| Renaissance Technologies | $212,310 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 92 détenteurs, 9.18M actions, $669.40M 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 co-détentions, sans relation fondamentale sous-jacente.