HIMS
Hims & Hers Health, Inc. · Healthcare · Medical - Care Facilities
Señales de momentum (gestores comparables):
amplitud de titulares -7.1% ·
flujo de acciones -1.6% ·
nuevas posiciones netas -7.7%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 118 | +5 | 113.73M | $3.93B | +12 | −7 |
| Q1 2026 | 116 | -11 | 106.84M | $2.21B | +5 | −17 |
| Q4 2025 | 126 | 0 | 156.98M | $5.10B | +3 | −2 |
| Q3 2025 | 18 | -3 | 142.80M | $8.10B | +1 | −5 |
| Q2 2025 | 19 | +2 | 90.37M | $4.50B | +2 | — |
| Q1 2025 | 14 | 0 | 34.98M | $1.03B | +1 | −1 |
| Q4 2024 | 14 | 0 | 32.53M | $786.65M | +1 | −1 |
| Q3 2024 | 13 | -1 | 22.65M | $417.14M | — | −1 |
| Q2 2024 | 14 | — | 23.02M | $464.79M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 5.39M | -10.8% | $99.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 4.29M | +12.7% | $79.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 4.29M | +12.7% | $79.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 3.44M | +34.5% | $63.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 3.44M | +34.5% | $63.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 3.44M | +34.5% | $63.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 3.44M | +34.5% | $63.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 3.44M | +34.5% | $63.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 2.16M | +2340.6% | $39.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.87M | -14.2% | $34.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 1.62M | -26.8% | $29.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 1.62M | -26.8% | $29.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 1.43M | -45.0% | $26.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 970.13K | +112.0% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Oaktree Capital Management ✦ | 666.96K | 0.0% | $12.29M | 0.2% | Held | 2 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 301.07K | +63.8% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 237.41K | -88.0% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 165.76K | +246.2% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 165.76K | +246.2% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 165.76K | +246.2% | $3.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 107.44K | -45.0% | $1.98M | 0.0% | ▼ Trim | 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
| Gotham Asset Management | $324,393 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 430 tenedores, 143.91M acciones, $2.91B 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 4.94K acc. · $148,111
Officer · 25.11K acc. · $691,808
Officer, Director · 16.77K acc. · $467,128
Officer · 9.39K acc. · $261,802
Officer · 55.38K acc. · $1.94M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología