MOMO
Hello Group Inc. · Communication Services · Internet Content & Information
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones +3.4% ·
nuevas posiciones netas -6.7%
— 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 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | −2 |
| Q2 2025 | 15 | -1 | 27.13M | $229.01M | — | −1 |
| Q1 2025 | 13 | +2 | 17.47M | $110.24M | +2 | — |
| Q4 2024 | 11 | 0 | 16.88M | $130.15M | +1 | −1 |
| Q3 2024 | 10 | +1 | 13.95M | $85.28M | +1 | — |
| Q2 2024 | 9 | — | 14.73M | $90.18M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 8.19M | -0.8% | $69.13M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 4.79M | — | $40.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 4.79M | — | $40.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 4.79M | — | $40.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 4.00M | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.00M | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.00M | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.00M | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.00M | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.00M | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.00M | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 3.14M | -1.7% | $26.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (pasivo) | 2.45M | -8.6% | $20.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Norges Bank ✦ (pasivo) | 1.77M | +27.1% | $14.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Marshall Wace ✦ | 859.02K | +882.9% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 859.02K | +882.9% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 859.02K | +882.9% | $7.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 803.23K | +1058.8% | $6.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 524.42K | +43.6% | $4.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 524.42K | +43.6% | $4.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Geode Capital Management ✦ (pasivo) | 279.90K | +4.1% | $2.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 279.90K | +4.1% | $2.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 151.00K | -19.5% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 132.07K | -45.9% | $1.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Millennium Management ✦ | 32.71K | -93.1% | $276,056 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Wellington Management ✦ | 19.04K | 0.0% | $160,672 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 41 | — | $346 | 0.0% | n/c | 1 | 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
| AQR Capital Management | $1.49M | era 0.0% |
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 otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.