MESH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones +0.8% ·
nuevas posiciones netas -5.9%
— fórmula
Acumulación concentrada — aumento de acciones entre menos 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 | 17 | -1 | 8.81M | $73.03M | — | −1 |
| Q1 2026 | 18 | +3 | 8.73M | $71.01M | +4 | −1 |
| Q4 2025 | 15 | +6 | 5.83M | $58.35M | +6 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Healthcare Of Ontario Pension Plan… | 1.67M | 0.0% | $12.63M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Healthcare Of Ontario Pension Plan… | 1.67M | 0.0% | $12.63M | 0.0% | Held | 3 | SEC ↗ |
| 3 | Healthcare Of Ontario Pension Plan… | 1.67M | 0.0% | $12.63M | 0.0% | Held | 3 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 1.37M | 0.0% | $12.14M | 0.0% | Held | 3 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 1.37M | 0.0% | $12.14M | 0.0% | Held | 3 | SEC ↗ |
| 6 | LMR Partners LLP | 1.00M | 0.0% | $10.15M | 0.1% | Held | 3 | SEC ↗ |
| 7 | Parallax Volatility Advisers, L.P. | 1.45M | -1.5% | $7.96M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 8 | Parallax Volatility Advisers, L.P. | 1.45M | -1.5% | $7.96M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bnp Paribas Financial Markets | 858.99K | 0.0% | $6.63M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 858.99K | 0.0% | $6.63M | 0.0% | Held | 3 | SEC ↗ |
| 11 | Toronto Dominion Bank | 544.79K | +64.2% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Toronto Dominion Bank | 544.79K | +64.2% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Toronto Dominion Bank | 544.79K | +64.2% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 543.75K | 0.0% | $5.44M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 611.11K | 0.0% | $5.04M | 0.0% | Held | 3 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 611.11K | 0.0% | $5.04M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 400.00K | 0.0% | $4.00M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 149.00K | -2.2% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 100.00K | 0.0% | $1.00M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 100.00K | 0.0% | $1.00M | 0.0% | Held | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 51.45K | +2.9% | $521,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 51.45K | +2.9% | $521,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 20.93K | +26.4% | $209,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 17.11K | -24.4% | $171,221 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | State Of Wisconsin Investment Board | 10.00K | 0.0% | $100,100 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 6.19K | -68.2% | $13,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 6.19K | -68.2% | $13,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 26 | +62.5% | $260 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| HighTower Advisors, LLC | $988,990 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 25 tenedores, 6.78M acciones, $63.58M 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.