HSIC
Henry Schein, Inc. · Healthcare · Medical - Distribution
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +7.3% · nuevas posiciones netas 0.0% · fórmula
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 140 | +5 | 77.20M | $6.45B | +10 | −6 |
| Q1 2026 | 139 | +3 | 72.55M | $5.34B | +6 | −4 |
| Q4 2025 | 135 | -2 | 77.59M | $5.86B | +2 | −3 |
| Q3 2025 | 21 | +1 | 46.40M | $3.08B | +2 | −2 |
| Q2 2025 | 18 | -1 | 35.28M | $2.58B | +1 | −2 |
| Q1 2025 | 16 | 0 | 11.46M | $784.56M | +2 | −2 |
| Q4 2024 | 16 | 0 | 13.10M | $906.08M | n/a | n/a |
| Q3 2024 | 15 | 0 | 6.23M | $453.14M | +1 | −1 |
| Q2 2024 | 15 | n/a | 6.78M | $433.78M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 5.98M | n/a | $413.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.17M | +0.5% | $218.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (pasivo) | 1.49M | +19.0% | $103.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Millennium Management ✦ | 497.55K | +726.8% | $34.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Adage Capital Partners ✦ | 490.31K | +97.1% | $33.93M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | GAMCO Investors ✦ | 348.08K | -1.1% | $24.09M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 7 | Glenview Capital ✦ | 317.65K | +81.9% | $21.98M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 238.63K | +45.9% | $16.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 213.61K | -47.1% | $14.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 198.14K | -0.4% | $13.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 57.49K | +158.5% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 30.71K | +216.6% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 26.78K | -36.6% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 20.65K | -73.2% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Bridgewater Associates ✦ | 13.37K | -77.4% | $924,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 6.90K | +12.7% | $477,618 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 555 tenedores, 115.73M acciones, $8.30B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.