IHF
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -14.3% ·
flujo de acciones -30.0% ·
nuevas posiciones netas -16.7%
— 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 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | -4 | 8.90M | $492.21M | +4 | −8 |
| Q1 2026 | 54 | +7 | 5.13M | $214.44M | +8 | −1 |
| Q4 2025 | 47 | +1 | 4.54M | $217.71M | +2 | −1 |
| Q3 2025 | 6 | -1 | 979.12K | $48.36M | +1 | −2 |
| Q2 2025 | 4 | -1 | 497.43K | $24.20M | — | −1 |
| Q1 2025 | 3 | -1 | 78.61K | $4.15M | — | −1 |
| Q4 2024 | 4 | +2 | 188.79K | $9.06M | +2 | — |
| Q3 2024 | 2 | -1 | 98.32K | $5.62M | — | −1 |
| Q2 2024 | 3 | — | 127.86K | $6.70M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 725.51K | — | $35.83M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 725.51K | — | $35.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 725.51K | — | $35.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 725.51K | — | $35.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 115.79K | — | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 111.69K | — | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 17.36K | +25.2% | $857,273 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 8.70K | Nuevo | $429,446 | 0.0% | New | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 90 | 0.0% | $4,445 | 0.0% | Held | 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
| D. E. Shaw & Co. | $429,446 | 0.0% |
Posición cerrada
| Two Sigma Investments | $21.55M | era 0.0% |
| Citadel Advisors | $1.97M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 193 tenedores, 9.57M acciones, $393.62M 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.