NEON
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs +5.6% ·
flux d'actions +5.6% ·
nouvelles positions nettes +5.3%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | -6 | 1.77M | $1.66M | +4 | −10 |
| Q1 2026 | 34 | -4 | 2.61M | $3.66M | +3 | −7 |
| Q4 2025 | 38 | +2 | 3.13M | $5.45M | +2 | — |
| Q3 2025 | 10 | +4 | 2.34M | $8.16M | +4 | — |
| Q2 2025 | 4 | -2 | 1.20M | $30.65M | — | −2 |
| Q1 2025 | 4 | 0 | 330.07K | $2.69M | +1 | −1 |
| Q4 2024 | 4 | +1 | 214.88K | $1.77M | +1 | — |
| Q3 2024 | 2 | -1 | 135.15K | $1.23M | — | −1 |
| Q2 2024 | 3 | — | 160.29K | $331,888 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 815.32K | +5.2% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | The Vanguard Group ✦ (passif) | 388.54K | -29.1% | $676,061 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Two Sigma Investments ✦ | 331.67K | +54.5% | $577,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passif) | 295.01K | +9.5% | $513,393 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passif) | 249.10K | +17.0% | $433,441 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 176.34K | +127.2% | $306,826 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Northern Trust Corp | 175.47K | — | $305,311 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Marshall Wace ✦ | 165.23K | -20.6% | $287,505 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jane Street Group, Llc | 118.17K | — | $205,616 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Deutsche Bank Ag\ | 42.78K | — | $74,435 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 37.63K | — | $65,474 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Group One Trading Llc | 35.15K | — | $61,166 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Charles Schwab Investment… | 30.80K | — | $53,585 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 30.68K | Nouveau | $53,388 | 0.0% | New | 1 | SEC ↗ |
| 15 | Simplex Trading, Llc | 27.77K | — | $48,328 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 25.58K | — | $44,515 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Barclays Plc | 19.68K | — | $34,243 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 19.51K | +775.1% | $33,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Rhumbline Advisers | 15.17K | — | $26,388 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Hrt Financial Lp | 14.25K | — | $24,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 13.77K | — | $23,962 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Nuveen, LLC | 13.63K | — | $23,721 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 13.50K | Nouveau | $23,492 | 0.0% | New | 1 | SEC ↗ |
| 24 | Belvedere Trading LLC | 13.06K | — | $22,731 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 12.54K | — | $21,811 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Russell Investments Group, Ltd. | 11.36K | — | $19,769 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Citadel Advisors ✦ | 10.07K | -50.3% | $17,525 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 7.59K | -17.9% | $13,216 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | UBS Group AG | 6.33K | — | $11,007 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 5.51K | — | $9,586 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | New York State Common Retirement… | 4.90K | — | $8,526 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 3.17K | — | $5,524 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Legal & General Group Plc | 1.14K | — | $1,990 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | California State Teachers… | 771 | — | $1,342 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Federated Hermes, Inc. | 705 | — | $1,227 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 819 | — | $1,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Citigroup Inc | 284 | — | $494 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 153 | — | $0 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Goldman Sachs Group | $53,388 | 0.0% |
| Point72 Asset Management | $23,492 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 55 détenteurs, 2.99M actions, $4.11M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.