MOMO
Hello Group Inc. · Communication Services · Internet Content & Information
Señales de momentum (gestores comparables):
amplitud de titulares +18.2% ·
flujo de acciones +3.5% ·
nuevas posiciones netas +15.4%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.06M | $5.13M | n/a | n/a |
| Q2 2026 | 65 | 0 | 40.22M | $233.26M | +7 | −6 |
| Q1 2026 | 65 | +3 | 38.19M | $219.98M | +8 | −6 |
| Q4 2025 | 63 | -2 | 42.71M | $279.76M | +1 | −2 |
| Q3 2025 | 16 | -1 | 34.81M | $258.26M | n/a | −2 |
| Q2 2025 | 15 | -1 | 27.13M | $229.01M | n/a | −1 |
| Q1 2025 | 13 | +2 | 17.47M | $110.24M | +2 | n/a |
| Q4 2024 | 11 | 0 | 16.88M | $130.15M | +1 | −1 |
| Q3 2024 | 10 | +1 | 13.95M | $85.28M | +1 | n/a |
| Q2 2024 | 9 | n/a | 14.73M | $90.18M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 8.25M | -0.8% | $52.07M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | Arrowstreet Capital ✦ | 3.19M | -0.1% | $20.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 2.68M | -2.4% | $16.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 1.40M | 0.0% | $8.81M | 0.0% | Held | 4 | SEC ↗ |
| 5 | Millennium Management ✦ | 471.38K | +170.1% | $2.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 365.19K | +242.9% | $2.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (pasivo) | 268.96K | +1.9% | $1.70M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Two Sigma Investments ✦ | 244.25K | +4.6% | $1.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 236.58K | 0.0% | $1.49M | 0.0% | Held | 4 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 187.63K | Nuevo | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 11 | Marshall Wace ✦ | 87.40K | +240.7% | $551,494 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | D. E. Shaw & Co. ✦ | 69.31K | -63.2% | $437,371 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 19.04K | Nuevo | $120,123 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $1.18M | 0.0% |
| Wellington Management | $120,123 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 134 tenedores, 61.93M acciones, $252.27M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.