Запись по ценной бумаге · архивный квартал
GRDN
Guardian Pharmacy Services, Inc. · Healthcare · Medical - Care Facilities
77Отслеживаемые держатели
+15Δ держателей
18.57MАкций в держании
$699.34MОтчётная стоимость
+16Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +24.2% ·
поток акций +30.0% ·
новые чистые позиции +19.5%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | +5 | 18.68M | $781.62M | +6 | −1 |
| Q1 2026 | 77 | +15 | 18.57M | $699.34M | +16 | −1 |
| Q4 2025 | 62 | 0 | 13.02M | $392.05M | +2 | −2 |
| Q3 2025 | 16 | +2 | 5.85M | $153.41M | +2 | n/a |
| Q2 2025 | 11 | +2 | 4.08M | $86.85M | +2 | n/a |
| Q1 2025 | 6 | +2 | 985.27K | $20.95M | +2 | n/a |
| Q4 2024 | 4 | -1 | 863.19K | $17.49M | +2 | −3 |
| Q3 2024 | 4 | +4 | 1.09M | $18.37M | +4 | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 2.36M | +129677.6% | $88.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Wellington Management ✦ | 1.77M | +57.2% | $66.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×7 |
| 3 | BlackRock ✦ (пассивный) | 1.76M | +0.8% | $66.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×10 |
| 4 | Brown Advisory Inc | 1.26M | -23.1% | $47.42M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Vanguard Capital Management Llc | 1.23M | n/a | $46.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Boston Partners | 1.02M | -3.5% | $38.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Franklin Resources Inc | 952.95K | -3.9% | $35.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | Loomis Sayles & Co L P | 931.69K | +46.6% | $35.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Jennison Associates Llc | 822.78K | +609.5% | $30.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 579.12K | Новый | $21.81M | 0.0% | New | 1 | SEC ↗ ×2 |
| 11 | Geode Capital Management ✦ (пассивный) | 559.03K | +13.9% | $21.06M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | Nuveen, LLC | 537.45K | -16.3% | $20.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | State Street Global Advisors ✦ (пассивный) | 509.02K | +10.5% | $19.17M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Marshall Wace ✦ | 417.71K | Новый | $15.73M | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Sei Investments Co | 358.18K | +40.5% | $13.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Two Sigma Investments ✦ | 312.68K | +109.1% | $11.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Alyeska Investment Group, L.P. | 275.00K | Новый | $10.36M | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 261.02K | Новый | $9.73M | 0.0% | New | 1 | SEC ↗ ×4 |
| 19 | Dimensional Fund Advisors Lp | 208.59K | +200.0% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Clearbridge Investments, LLC | 202.81K | -3.1% | $7.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northern Trust Corp | 189.25K | -20.5% | $7.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 22 | Lazard Asset Management Llc | 147.50K | -12.1% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Allspring Global Investments… | 136.01K | -5.3% | $5.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Bank Of America Corp /De/ | 128.05K | +86.1% | $4.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Morgan Stanley ✦ | 116.97K | -20.0% | $4.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 26 | Jane Street Group, Llc | 115.58K | Новый | $4.35M | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Charles Schwab Investment… | 114.73K | +13.2% | $4.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 105.43K | +15.8% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 29 | Renaissance Technologies ✦ | 99.99K | -17.8% | $3.77M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 98.17K | -30.0% | $3.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | First Trust Advisors Lp | 93.68K | Новый | $3.53M | 0.0% | New | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 79.33K | +63.7% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 75.68K | -12.5% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 69.43K | +3.2% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 35 | Susquehanna International Group, Llp | 49.30K | +371.2% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Swiss National Bank | 48.30K | +22.9% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Arrowstreet Capital ✦ | 38.19K | +79.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Squarepoint Ops LLC | 36.36K | Новый | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 35.48K | +75.0% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 40 | UBS Group AG | 30.73K | +69.8% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Principal Financial Group Inc | 30.39K | Новый | $1.14M | 0.0% | New | 1 | SEC ↗ ×2 |
| 42 | Credit Agricole S A | 30.00K | 0.0% | $1.13M | 0.0% | Held | 2 | SEC ↗ |
| 43 | Millennium Management ✦ | 27.19K | -83.8% | $1.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Td Asset Management Inc | 25.86K | Новый | $974,038 | 0.0% | New | 1 | SEC ↗ |
| 45 | Rhumbline Advisers | 25.70K | +2.2% | $967,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 22.79K | +97.2% | $858,083 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | American Century Companies Inc | 21.12K | Новый | $795,568 | 0.0% | New | 1 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 19.34K | -3.3% | $728,345 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Legal & General Group Plc | 18.66K | -11.4% | $702,886 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | California State Teachers… | 17.81K | -0.9% | $670,875 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 17.49K | -29.1% | $658,524 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 52 | LPL Financial LLC | 16.55K | +0.3% | $623,198 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 16.16K | +36.0% | $609,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 15.99K | +26.4% | $602,108 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Alliancebernstein L.P. | 18.00K | 0.0% | $541,620 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Invesco Ltd. | 13.52K | -4.7% | $508,975 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 57 | AQR Capital Management ✦ | 13.03K | Новый | $490,861 | 0.0% | New | 1 | SEC ↗ ×5 |
| 58 | Janus Henderson Group Plc | 13.00K | -72.2% | $490,035 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Universal- Beteiligungs- und… | 12.10K | Новый | $455,837 | 0.0% | New | 1 | SEC ↗ |
| 60 | Canada Pension Plan Investment Board | 11.90K | 0.0% | $448,154 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 11.82K | +67.5% | $445,141 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.56K | +1.3% | $397,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Envestnet Asset Management Inc | 9.39K | Новый | $353,552 | 0.0% | New | 1 | SEC ↗ |
| 64 | New York State Common Retirement… | 7.90K | 0.0% | $297,514 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Bnp Paribas Financial Markets | 7.47K | +7.6% | $281,207 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 6.80K | 0.0% | $256,088 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Barclays Plc | 4.83K | -86.3% | $182,048 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Citigroup Inc | 3.33K | -71.4% | $125,596 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | Us Bancorp \De\ | 2.37K | -2.5% | $89,368 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Federated Hermes, Inc. | 1.68K | +8295.0% | $63,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Royal Bank Of Canada | 1.50K | -30.1% | $56,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 72 | BNP Paribas Asset Management… | 351 | +26.7% | $13,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Cwm, Llc | 240 | +122.2% | $9,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Jones Financial Companies Lllp | 232 | Новый | $7,925 | 0.0% | New | 1 | SEC ↗ |
| 75 | Osaic Holdings, Inc. | 167 | +16600.0% | $6,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Fifth Third Bancorp | 123 | Новый | $4,645 | 0.0% | New | 1 | SEC ↗ |
| 77 | Simplex Trading, Llc | 22 | Новый | $828 | 0.0% | New | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $21.81M | 0.0% |
| Marshall Wace | $15.73M | 0.0% |
| Alyeska Investment Group, L.P. | $10.36M | 0.0% |
| Raymond James Financial Inc | $9.73M | 0.0% |
| Jane Street Group, Llc | $4.35M | 0.0% |
| First Trust Advisors Lp | $3.53M | 0.0% |
| Squarepoint Ops LLC | $1.37M | 0.0% |
| Principal Financial Group Inc | $1.14M | 0.0% |
| Td Asset Management Inc | $974,038 | 0.0% |
| American Century Companies Inc | $795,568 | 0.0% |
| AQR Capital Management | $490,861 | 0.0% |
| Universal- Beteiligungs- und… | $455,837 | 0.0% |
Закрыто
| Balyasny Asset Management L.P. | $572,703 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 169 держатели, 28.27M акции, $1.01B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Sep 28
SC 13D/A: Bindley Capital Partners I, LLC
26.3% класса · Просмотреть оригинальную форму SEC ↗
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
Получить через API