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Amicus Therapeutics, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones +19.6% ·
nuevas posiciones netas -7.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 106 | -6 | 206.15M | $2.98B | +6 | −13 |
| Q4 2025 | 112 | +4 | 192.14M | $2.74B | +5 | — |
| Q3 2025 | 19 | -1 | 150.66M | $1.19B | — | −2 |
| Q2 2025 | 18 | 0 | 135.88M | $778.62M | — | — |
| Q1 2025 | 15 | +2 | 70.64M | $576.46M | +2 | — |
| Q4 2024 | 13 | -1 | 63.65M | $599.56M | — | −1 |
| Q3 2024 | 13 | +2 | 42.84M | $457.59M | +2 | — |
| Q2 2024 | 11 | — | 38.85M | $385.40M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 28.46M | +18.8% | $268.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 28.46M | +18.8% | $268.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 28.46M | +18.8% | $268.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 28.46M | +18.8% | $268.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 28.46M | +18.8% | $268.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 28.46M | +18.8% | $268.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 28.46M | +18.8% | $268.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (pasivo) | 10.36M | — | $97.60M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 8.24M | +127.0% | $77.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 8.24M | +127.0% | $77.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 6.61M | +0.2% | $62.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 6.61M | +0.2% | $62.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 3.08M | +5.4% | $29.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 2.11M | +174.1% | $19.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 1.56M | +132.7% | $14.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 1.37M | +2.0% | $12.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 1.37M | +2.0% | $12.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | PRIMECAP Management ✦ | 934.80K | -9.1% | $8.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Millennium Management ✦ | 457.01K | +10.8% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 297.44K | +136.1% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 90.26K | +1.6% | $850,240 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 90.26K | +1.6% | $850,240 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 72.97K | +254.2% | $687,359 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Marshall Wace ✦ | 72.97K | +254.2% | $687,359 | 0.0% | ▲ Add | 2 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $13.53M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 296 tenedores, 325.04M acciones, $4.48B 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.