KMDA
Kamada Ltd. · Healthcare · Drug Manufacturers - Specialty & Generic
Señales de momentum (gestores comparables):
amplitud de titulares +22.7% ·
flujo de acciones +2.8% ·
nuevas posiciones netas +18.5%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +5 | 2.57M | $19.13M | +6 | −1 |
| Q1 2026 | 22 | -3 | 2.50M | $509.41M | +1 | −4 |
| Q4 2025 | 25 | -1 | 2.61M | $442.17M | — | −1 |
| Q3 2025 | 12 | 0 | 1.99M | $13.83M | — | — |
| Q2 2025 | 9 | +2 | 1.71M | $13.25M | +2 | — |
| Q1 2025 | 6 | +2 | 1.56M | $10.32M | +2 | — |
| Q4 2024 | 4 | 0 | 1.20M | $7.32M | — | — |
| Q3 2024 | 4 | 0 | 1.28M | $6.90M | — | — |
| Q2 2024 | 4 | — | 993.01K | $4.93M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 742.42K | -2.7% | $5.45M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 592.06K | -0.9% | $4.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 301.68K | Nuevo | $2.21M | 0.0% | New | 1 | SEC ↗ ×4 |
| 4 | ARK Investment Management ✦ | 263.30K | -2.3% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 151.10K | -22.2% | $1.11M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Marshall Wace ✦ | 75.18K | -49.9% | $551,836 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | Man Group plc | 61.89K | +13.0% | $454,265 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 59.05K | -19.1% | $433,397 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 54.67K | -67.1% | $401,271 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Prudential Financial Inc | 16.23K | Nuevo | $354,722 | 0.0% | New | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 45.37K | +1.9% | $333,045 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Stifel Financial Corp | 38.40K | Nuevo | $281,848 | 0.0% | New | 1 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 37.50K | 0.0% | $275,272 | 0.0% | Held | 9 | SEC ↗ |
| 14 | Millennium Management ✦ | 29.21K | -37.8% | $214,372 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 15 | Jane Street Group, Llc | 21.31K | -27.5% | $156,401 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 17.85K | -29.1% | $131,361 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 14.45K | Nuevo | $106,078 | 0.0% | New | 1 | SEC ↗ |
| 18 | Barclays Plc | 11.39K | +116.5% | $83,580 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Raymond James Financial Inc | 10.22K | Nuevo | $74,993 | 0.0% | New | 1 | SEC ↗ ×2 |
| 20 | Focus Partners Wealth | 10.00K | 0.0% | $73,400 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 9.03K | -9.3% | $66,302 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 22 | UBS Group AG | 5.58K | +89.4% | $40,921 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Mirae Asset Global Investments Co.… | 2.58K | Nuevo | $18,937 | 0.0% | New | 1 | SEC ↗ |
| 24 | Citigroup Inc | 1.36K | -15.9% | $9,956 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 1.35K | +12.6% | $9,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.11K | +359.9% | $8,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 135 | 0.0% | $990 | 0.0% | Held | 3 | 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
| Dimensional Fund Advisors Lp | $2.21M | 0.0% |
| Prudential Financial Inc | $354,722 | 0.0% |
| Stifel Financial Corp | $281,848 | 0.0% |
| Citadel Advisors | $106,078 | 0.0% |
| Raymond James Financial Inc | $74,993 | 0.0% |
| Mirae Asset Global… | $18,937 | 0.0% |
Posición cerrada
| Bank Of America Corp /De/ | $176,007 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 41 tenedores, 5.10M acciones, $528.34M 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 22.83K acc. · $186,725
Director · 175 acc. · $1,446
Director · 162.76K acc. · $1.34M
Director · 14.24K acc. · $117,891
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología