NEPH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +6.7% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más 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 | 19 | +6 | 641.57K | $2.29M | +6 | −1 |
| Q1 2026 | 14 | -2 | 661.12K | $1.97M | — | −2 |
| Q4 2025 | 16 | +1 | 630.23K | $3.08M | +1 | — |
| Q3 2025 | 7 | 0 | 492.50K | $2.33M | — | — |
| Q2 2025 | 5 | +1 | 455.12K | $1.86M | +1 | — |
| Q1 2025 | 3 | 0 | 118.01K | $203,017 | — | — |
| Q4 2024 | 3 | -1 | 114.84K | $167,694 | — | −1 |
| Q3 2024 | 3 | 0 | 126.93K | $217,079 | — | — |
| Q2 2024 | 3 | — | 130.88K | $276,202 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 198.64K | 0.0% | $709,156 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 128.91K | +16.2% | $460,227 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 77.50K | -22.0% | $276,689 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 70.26K | -3.6% | $250,916 | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 5 | Blair William & Co/Il | 36.25K | 0.0% | $129,409 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 29.04K | +39.0% | $103,687 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 22.16K | +6.8% | $79,126 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | BlackRock ✦ (pasivo) | 18.82K | Nuevo | $67,195 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Northern Trust Corp | 16.71K | +54.3% | $59,640 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (pasivo) | 15.70K | 0.0% | $56,042 | 0.0% | Held | 7 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 12.84K | -9.4% | $45,825 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 12.50K | Nuevo | $44,625 | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 827 | +10.7% | $3,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 831 | Nuevo | $2,967 | 0.0% | New | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 227 | +632.3% | $819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 175 | 0.0% | $624 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 133 | Nuevo | $475 | 0.0% | New | 1 | SEC ↗ |
| 18 | Barclays Plc | 27 | Nuevo | $96 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6 | Nuevo | $22 | 0.0% | New | 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
| BlackRock | $67,195 | 0.0% |
| Mercer Global Advisors Inc… | $44,625 | 0.0% |
| UBS Group AG | $2,967 | 0.0% |
| Northwestern Mutual Wealth… | $475 | 0.0% |
| Barclays Plc | $96 | 0.0% |
| Fidelity (FMR) | $22 | 0.0% |
Posición cerrada
| HighTower Advisors, LLC | $177,936 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 27 tenedores, 5.37M acciones, $16.00M 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.
2.1% de clase · Ver presentación original ante la SEC ↗