JYNT
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -18.2% ·
flujo de acciones -2.1% ·
nuevas posiciones netas -20.0%
— 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 | 41 | -2 | 3.06M | $26.84M | +6 | −8 |
| Q1 2026 | 44 | 0 | 3.67M | $32.47M | +3 | −3 |
| Q4 2025 | 44 | -1 | 4.44M | $38.68M | — | −1 |
| Q3 2025 | 13 | +1 | 3.48M | $33.23M | +2 | −1 |
| Q2 2025 | 9 | -2 | 3.20M | $36.95M | +1 | −3 |
| Q1 2025 | 8 | +1 | 1.24M | $15.45M | +1 | — |
| Q4 2024 | 7 | 0 | 1.31M | $13.87M | — | — |
| Q3 2024 | 6 | 0 | 1.00M | $11.45M | — | — |
| Q2 2024 | 6 | — | 1.08M | $15.20M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 1.08M | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 1.08M | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 1.08M | — | $12.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 949.26K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 949.26K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 949.26K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 949.26K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 949.26K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 949.26K | — | $10.95M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 345.33K | +17.6% | $3.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 345.33K | +17.6% | $3.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 294.88K | -2.8% | $3.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (pasivo) | 284.79K | +2.2% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 208.58K | -14.2% | $2.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 208.58K | -14.2% | $2.41M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 19.38K | +6.1% | $224,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 13.31K | Nuevo | $153,643 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 13.31K | Nuevo | $153,643 | 0.0% | New | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 13.31K | Nuevo | $153,643 | 0.0% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 13.31K | Nuevo | $153,643 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 13.31K | Nuevo | $153,643 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 6.92K | — | $79,845 | 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
| AQR Capital Management | $153,643 | 0.0% |
| AQR Capital Management | $153,643 | 0.0% |
| AQR Capital Management | $153,643 | 0.0% |
| AQR Capital Management | $153,643 | 0.0% |
| AQR Capital Management | $153,643 | 0.0% |
Posición cerrada
| Millennium Management | $860,736 | era 0.0% |
| Marshall Wace | $242,869 | era 0.0% |
| Citadel Advisors | $141,624 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 85 tenedores, 10.41M acciones, $91.55M 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.