HSIC
Henry Schein, Inc. · Healthcare · Medical - Distribution
Señales de momentum (gestores comparables):
amplitud de titulares -5.3% ·
flujo de acciones -0.3% ·
nuevas posiciones netas -5.6%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| 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 | The Vanguard Group ✦ (pasivo) | 12.93M | n/a | $944.66M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 7.30M | n/a | $533.47M | 0.0% | n/c | 1 | SEC ↗ ×19 |
| 3 | State Street Global Advisors ✦ (pasivo) | 5.23M | -2.5% | $381.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 3.71M | n/a | $270.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (pasivo) | 3.14M | -2.5% | $229.18M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Norges Bank ✦ (pasivo) | 1.22M | +23.7% | $89.48M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | GAMCO Investors ✦ | 362.19K | +2.0% | $26.46M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 8 | Marshall Wace ✦ | 310.17K | +230.8% | $22.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Arrowstreet Capital ✦ | 289.05K | +80.7% | $21.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 240.09K | Nuevo | $17.54M | 0.0% | New | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 195.90K | -0.4% | $14.31M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 167.17K | +40.5% | $12.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 72.82K | -63.0% | $5.32M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 14 | Gotham Asset Management ✦ | 39.26K | -47.6% | $2.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 31.31K | +3.0% | $2.29M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 16 | Two Sigma Investments ✦ | 21.80K | -27.4% | $1.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Wellington Management ✦ | 8.63K | +8.0% | $630,787 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | Bridgewater Associates ✦ | 3.52K | -32.9% | $257,136 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"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
| Point72 Asset Management | $17.54M | 0.0% |
Posición cerrada
| Adage Capital Partners | $39.21M | era 0.1% |
| D. E. Shaw & Co. | $2.81M | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.