INFY
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Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones +30.0% ·
nuevas posiciones netas -7.1%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -2 | 46.67K | $505,457 | n/a | −4 |
| Q2 2026 | 115 | -1 | 458.45M | $4.81B | +9 | −11 |
| Q1 2026 | 118 | 0 | 370.84M | $5.00B | +8 | −9 |
| Q4 2025 | 118 | +1 | 433.64M | $7.73B | +4 | −2 |
| Q3 2025 | 18 | -2 | 199.01M | $3.24B | n/a | −2 |
| Q2 2025 | 17 | 0 | 102.69M | $1.91B | n/a | n/a |
| Q1 2025 | 14 | -1 | 93.05M | $1.70B | n/a | −1 |
| Q4 2024 | 15 | +1 | 70.24M | $1.54B | +1 | n/a |
| Q3 2024 | 13 | +2 | 42.77M | $873.01M | +2 | n/a |
| Q2 2024 | 11 | n/a | 36.08M | $671.85M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 17.01M | -1.4% | $310.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Arrowstreet Capital ✦ | 12.84M | +62.3% | $234.42M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 3 | Fisher Asset Management ✦ | 11.69M | -19.5% | $213.30M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 10.19M | +11.2% | $184.08M | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Millennium Management ✦ | 9.15M | +53.5% | $167.06M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 8.26M | +9767.6% | $150.74M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 5.96M | +2362.7% | $108.85M | 0.1% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | Citadel Advisors ✦ | 4.62M | +124.6% | $84.34M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | Two Sigma Investments ✦ | 3.70M | +289.1% | $67.53M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 2.89M | -0.7% | $52.67M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 11 | T. Rowe Price ✦ | 2.86M | -25.1% | $52.24M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 12 | Renaissance Technologies ✦ | 2.05M | +125.0% | $37.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 1.29M | -37.4% | $23.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 14 | Geode Capital Management ✦ (pasivo) | 526.43K | -26.5% | $9.61M | 0.0% | ▼ Trim | 4 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Oaktree Capital Management | $36.77M | era 0.8% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 444 tenedores, 429.17M acciones, $5.42B 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.