NVCR
Novocure Ltd · Healthcare · Medical - Devices
Señales de momentum (gestores comparables):
amplitud de titulares +6.7% ·
flujo de acciones +2.3% ·
nuevas posiciones netas +6.2%
· 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 Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 119.64K | $1.43M | n/a | n/a |
| Q2 2026 | 91 | +1 | 75.35M | $1.14B | +7 | −6 |
| Q1 2026 | 93 | -1 | 69.74M | $759.20M | +6 | −7 |
| Q4 2025 | 93 | -2 | 74.88M | $967.62M | n/a | −2 |
| Q3 2025 | 19 | 0 | 56.46M | $729.50M | n/a | n/a |
| Q2 2025 | 16 | +1 | 59.30M | $1.06B | +2 | −1 |
| Q1 2025 | 12 | -3 | 16.40M | $292.30M | n/a | −3 |
| Q4 2024 | 15 | +1 | 16.08M | $479.25M | +1 | n/a |
| Q3 2024 | 13 | 0 | 14.54M | $227.34M | n/a | n/a |
| Q2 2024 | 13 | n/a | 14.57M | $249.63M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 16.72M | n/a | $297.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | BlackRock ✦ (pasivo) | 14.11M | n/a | $251.24M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 3 | The Vanguard Group ✦ (pasivo) | 10.75M | n/a | $191.39M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | Capital World Investors ✦ | 6.38M | +22.4% | $113.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 2.68M | +3.5% | $47.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (pasivo) | 2.44M | -0.8% | $43.52M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 7 | Marshall Wace ✦ | 1.41M | -21.7% | $25.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 1.30M | +69.1% | $23.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 1.13M | -0.7% | $20.09M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 10 | Citadel Advisors ✦ | 894.15K | +178.8% | $15.92M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | Millennium Management ✦ | 646.78K | +17.3% | $11.51M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | Point72 Asset Management ✦ | 470.00K | Nuevo | $8.37M | 0.0% | New | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 195.34K | -54.5% | $3.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 105.75K | -78.1% | $1.88M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 34.00K | +18.3% | $605,147 | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 16 | D. E. Shaw & Co. ✦ | 20.56K | Nuevo | $365,897 | 0.0% | New | 1 | SEC ↗ ×2 |
"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 | $8.37M | 0.0% |
| D. E. Shaw & Co. | $365,897 | 0.0% |
Posición cerrada
| Coatue Management | $10.85M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 221 tenedores, 97.96M acciones, $1.02B 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.