INMD
InMode Ltd. · Healthcare · Medical - Devices
Señales de momentum (gestores comparables):
amplitud de titulares -15.4% ·
flujo de acciones -3.6% ·
nuevas posiciones netas -18.2%
— 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 Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 71 | +4 | 14.69M | $214.88M | +10 | −6 |
| Q1 2026 | 70 | -6 | 15.34M | $209.77M | +4 | −10 |
| Q4 2025 | 77 | +1 | 17.50M | $257.06M | +2 | −1 |
| Q3 2025 | 15 | +1 | 11.95M | $177.98M | +1 | — |
| Q2 2025 | 11 | -2 | 8.02M | $115.76M | +1 | −3 |
| Q1 2025 | 10 | +2 | 5.80M | $102.90M | +2 | — |
| Q4 2024 | 8 | -3 | 6.00M | $100.12M | — | −3 |
| Q3 2024 | 10 | +1 | 4.27M | $72.31M | +1 | — |
| Q2 2024 | 9 | — | 3.92M | $71.52M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 2.33M | +0.8% | $33.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 2.29M | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Millennium Management ✦ | 1.23M | +1326.0% | $17.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (pasivo) | 708.61K | -61.3% | $10.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 555.57K | +270.7% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 555.57K | +270.7% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Marshall Wace ✦ | 555.57K | +270.7% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 292.61K | +31.0% | $4.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 191.91K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (pasivo) | 191.91K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | The Vanguard Group ✦ (pasivo) | 191.91K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | The Vanguard Group ✦ (pasivo) | 191.91K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 168.98K | Nuevo | $2.44M | 0.0% | New | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 168.98K | Nuevo | $2.44M | 0.0% | New | 1 | SEC ↗ |
| 27 | ARK Investment Management ✦ | 110.45K | -5.4% | $1.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Geode Capital Management ✦ (pasivo) | 104.06K | -89.0% | $1.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Geode Capital Management ✦ (pasivo) | 104.06K | -89.0% | $1.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 30.48K | — | $440,081 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 30.48K | — | $440,081 | 0.0% | n/c | 1 | 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. | $2.44M | 0.0% |
| D. E. Shaw & Co. | $2.44M | 0.0% |
Posición cerrada
| Norges Bank | $1.64M | era 0.0% |
| T. Rowe Price | $503,000 | era 0.0% |
| AQR Capital Management | $316,907 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 191 tenedores, 33.08M acciones, $401.32M 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.