MBWM
Mercantile Bank Corporation · Financial Services · Banks - Regional
Señales de momentum (gestores comparables):
amplitud de titulares +20.0% ·
flujo de acciones -2.0% ·
nuevas posiciones netas +16.7%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | -2 | 9.32M | $534.75M | +7 | −9 |
| Q1 2026 | 87 | -2 | 9.11M | $460.09M | +5 | −7 |
| Q4 2025 | 89 | 0 | 8.61M | $414.24M | +2 | −2 |
| Q3 2025 | 17 | -1 | 5.01M | $225.34M | — | −1 |
| Q2 2025 | 15 | 0 | 4.27M | $198.23M | — | — |
| Q1 2025 | 12 | +2 | 1.66M | $72.16M | +2 | — |
| Q4 2024 | 10 | 0 | 1.70M | $75.42M | +1 | −1 |
| Q3 2024 | 9 | +1 | 1.20M | $52.55M | +1 | — |
| Q2 2024 | 8 | — | 1.22M | $49.49M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 508.39K | -0.5% | $22.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 454.38K | -3.1% | $19.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 388.28K | +3.0% | $16.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 388.28K | +3.0% | $16.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 92.05K | +21.2% | $4.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 92.05K | +21.2% | $4.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 92.05K | +21.2% | $4.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 92.05K | +21.2% | $4.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 92.05K | +21.2% | $4.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 71.93K | +2.7% | $3.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Millennium Management ✦ | 66.30K | -50.1% | $2.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 38.68K | +25.4% | $1.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Marshall Wace ✦ | 14.29K | Nuevo | $620,715 | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 14.29K | Nuevo | $620,715 | 0.0% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 9.09K | Nuevo | $394,913 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 8.05K | -60.8% | $349,518 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 6.89K | +12.3% | $300,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 2.80K | +21.8% | $121,675 | 0.0% | ▲ Add | 2 | 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
| Marshall Wace | $620,715 | 0.0% |
| Marshall Wace | $620,715 | 0.0% |
| D. E. Shaw & Co. | $394,913 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 198 tenedores, 11.54M acciones, $564.18M 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.