FTW
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +5.1% ·
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 Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +6 | 8.39M | $92.05M | +10 | −4 |
| Q1 2026 | 12 | +12 | 7.99M | $78.39M | +12 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alyeska Investment Group, L.P. | 2.59M | +3.5% | $31.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Adage Capital Partners ✦ | 2.48M | -8.6% | $29.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Adage Capital Partners ✦ | 2.48M | -8.6% | $29.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.72M | +0.2% | $20.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.72M | +0.2% | $20.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.72M | +0.2% | $20.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 191.85K | Nuevo | $2.33M | 0.0% | New | 1 | SEC ↗ |
| 8 | Vanguard Capital Management Llc | 144.42K | Nuevo | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 121.99K | Nuevo | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 121.99K | Nuevo | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 101.92K | +70.4% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 101.92K | +70.4% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LMR Partners LLP | 546.76K | +37.8% | $754,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (pasivo) | 52.90K | Nuevo | $643,264 | 0.0% | New | 1 | SEC ↗ |
| 15 | Healthcare Of Ontario Pension Plan… | 333.56K | 0.0% | $460,320 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 32.20K | Nuevo | $391,552 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northern Trust Corp | 27.78K | Nuevo | $337,817 | 0.0% | New | 1 | SEC ↗ |
| 18 | Marshall Wace ✦ | 12.39K | Nuevo | $150,675 | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 12.39K | Nuevo | $150,675 | 0.0% | New | 1 | SEC ↗ |
| 20 | Charles Schwab Investment… | 12.00K | Nuevo | $145,920 | 0.0% | New | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 10.33K | Nuevo | $125,637 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 14.30K | -92.4% | $42,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 14.30K | -92.4% | $42,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 24 | +9.1% | $288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 24 | +9.1% | $288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Barclays Plc | 20 | Nuevo | $243 | 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
| BlackRock | $2.33M | 0.0% |
| Vanguard Capital Management… | $1.76M | 0.0% |
| Geode Capital Management | $1.48M | 0.0% |
| Geode Capital Management | $1.48M | 0.0% |
| State Street Global Advisors | $643,264 | 0.0% |
| Renaissance Technologies | $391,552 | 0.0% |
| Northern Trust Corp | $337,817 | 0.0% |
| Marshall Wace | $150,675 | 0.0% |
| Marshall Wace | $150,675 | 0.0% |
| Charles Schwab Investment… | $145,920 | 0.0% |
| Susquehanna International… | $125,637 | 0.0% |
| Barclays Plc | $243 | 0.0% |
Posición cerrada
| Hrt Financial Lp | $213,000 | era 0.0% |
| Goldman Sachs Group | $176,364 | era 0.0% |
| Millennium Management | $153,024 | era 0.0% |
| Toronto Dominion Bank | $20,250 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 14 tenedores, 9.45M acciones, $102.98M 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.