HSIC
Henry Schein, Inc. · Healthcare · Medical - Distribution
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -12.5% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 142 | +5 | 77.41M | $6.47B | +10 | −4 |
| 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 | — | — |
| Q3 2024 | 15 | 0 | 6.23M | $453.14M | +1 | −1 |
| Q2 2024 | 15 | — | 6.78M | $433.78M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 5.36M | -10.3% | $367.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.22M | +1.7% | $220.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.22M | +1.7% | $220.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 989.83K | -33.7% | $67.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Adage Capital Partners ✦ | 572.46K | +16.8% | $39.21M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | GAMCO Investors ✦ | 354.97K | +2.0% | $24.31M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 196.61K | -0.8% | $13.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 196.61K | -0.8% | $13.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 196.55K | +241.9% | $13.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 196.55K | +241.9% | $13.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 159.97K | Nuevo | $10.96M | 0.0% | New | 1 | SEC ↗ |
| 12 | Millennium Management ✦ | 118.96K | -76.1% | $8.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Marshall Wace ✦ | 93.78K | Nuevo | $6.42M | 0.0% | New | 1 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 74.92K | +179.8% | $5.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 41.08K | -82.8% | $2.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 30.40K | +47.2% | $2.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 30.40K | +47.2% | $2.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 30.40K | +47.2% | $2.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 30.40K | +47.2% | $2.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 30.40K | +47.2% | $2.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 30.04K | -2.2% | $2.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Wellington Management ✦ | 8.00K | +15.8% | $547,646 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Wellington Management ✦ | 8.00K | +15.8% | $547,646 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 5.25K | -60.7% | $359,504 | 0.0% | ▼ Trim | 4 | 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
| Arrowstreet Capital | $10.96M | 0.0% |
| Marshall Wace | $6.42M | 0.0% |
Posición cerrada
| Glenview Capital | $21.98M | era 0.6% |
| Renaissance Technologies | $14.78M | era 0.0% |
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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.