NOAH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +12.9% ·
nuevas posiciones netas +7.7%
— 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 Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +2 | 12.61M | $125.96M | +6 | −4 |
| Q1 2026 | 48 | -5 | 13.16M | $130.29M | +3 | −8 |
| Q4 2025 | 53 | -1 | 13.20M | $132.59M | +1 | −2 |
| Q3 2025 | 13 | +1 | 2.97M | $34.48M | +1 | — |
| Q2 2025 | 9 | -2 | 2.39M | $28.50M | +1 | −3 |
| Q1 2025 | 9 | 0 | 589.27K | $5.57M | +1 | −1 |
| Q4 2024 | 9 | 0 | 638.13K | $7.47M | +2 | −2 |
| Q3 2024 | 8 | -2 | 649.05K | $6.23M | +1 | −3 |
| Q2 2024 | 10 | — | 559.78K | $5.40M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 1.25M | +4.0% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 1.25M | +4.0% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 1.25M | +4.0% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 1.25M | +4.0% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 1.25M | +4.0% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 1.25M | +4.0% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 1.25M | +4.0% | $14.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 721.40K | 0.0% | $8.36M | 0.0% | Held | 2 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (pasivo) | 237.86K | +5.9% | $2.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Marshall Wace ✦ | 222.16K | +767.0% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 222.16K | +767.0% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 222.16K | +767.0% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 154.66K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 154.66K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 154.66K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 154.66K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 154.66K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 154.66K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 154.66K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 82.62K | +77.0% | $957,577 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 82.62K | +77.0% | $957,577 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Arrowstreet Capital ✦ | 70.12K | -4.8% | $812,702 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 52.98K | — | $614,038 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 52.98K | — | $614,038 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Millennium Management ✦ | 50.19K | Nuevo | $581,679 | 0.0% | New | 1 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 46.80K | -8.8% | $542,412 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 40.23K | — | $466,260 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Geode Capital Management ✦ (pasivo) | 28.90K | +7.5% | $334,950 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Geode Capital Management ✦ (pasivo) | 28.90K | +7.5% | $334,950 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 17.98K | +9.6% | $208,423 | 0.0% | ▲ Add | 4 | 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
| Millennium Management | $581,679 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 86 tenedores, 25.52M acciones, $245.03M 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.