LNTH
Lantheus Holdings, Inc. · Healthcare · Drug Manufacturers - Specialty & Generic
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.1% ·
aandelenstroom +3.4% ·
netto nieuwe posities -12.5%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 127 | +5 | 56.13M | $5.57B | +13 | −9 |
| Q1 2026 | 126 | +6 | 62.19M | $3.90B | +10 | −5 |
| Q4 2025 | 120 | -2 | 60.97M | $3.47B | +2 | −3 |
| Q3 2025 | 20 | +2 | 33.16M | $1.70B | +2 | −1 |
| Q2 2025 | 16 | -2 | 29.15M | $2.39B | +1 | −3 |
| Q1 2025 | 15 | 0 | 7.80M | $761.04M | n/a | n/a |
| Q4 2024 | 15 | 0 | 6.76M | $604.90M | +2 | −2 |
| Q3 2024 | 14 | 0 | 4.84M | $531.32M | +1 | −1 |
| Q2 2024 | 14 | n/a | 5.72M | $459.02M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 8.53M | n/a | $698.55M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 2 | The Vanguard Group ✦ (passief) | 6.84M | n/a | $559.68M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 5.02M | n/a | $410.86M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (passief) | 2.56M | -2.9% | $209.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (passief) | 1.78M | 0.0% | $145.48M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Wellington Management ✦ | 1.72M | +89.1% | $140.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 7 | T. Rowe Price ✦ | 1.03M | +3.0% | $84.59M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (passief) | 398.61K | -24.1% | $32.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Bridgewater Associates ✦ | 397.85K | +31.2% | $32.57M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 237.07K | +44.6% | $19.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Capital World Investors ✦ | 194.93K | Nieuw | $15.96M | 0.0% | New | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 183.34K | +90.3% | $15.01M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Fisher Asset Management ✦ | 138.16K | -3.1% | $11.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Millennium Management ✦ | 92.21K | -3.6% | $7.55M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 20.29K | -72.7% | $1.65M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 16 | Gotham Asset Management ✦ | 10.87K | -7.8% | $889,573 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Capital World Investors | $15.96M | 0.0% |
Verlaten
| Renaissance Technologies | $4.01M | was 0.0% |
| Arrowstreet Capital | $1.11M | was 0.0% |
| Two Sigma Investments | $769,771 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 401 houders, 70.59M aandelen, $5.23B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.