OMDA
Omada Health · Healthcare · Medical - Healthcare Information Services
动量输入(同类管理人):
持有人广度 +30.0% ·
股份流向 +27.2% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | +10 | 27.27M | $598.08M | +11 | −1 |
| Q1 2026 | 56 | +5 | 19.89M | $249.77M | +15 | −11 |
| Q4 2025 | 51 | +3 | 16.99M | $268.09M | +4 | — |
| Q3 2025 | 13 | +2 | 8.27M | $182.86M | +3 | −2 |
| Q2 2025 | 9 | +7 | 7.21M | $131.91M | +7 | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.60M | — | $102.49M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 5.60M | — | $102.49M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 5.60M | — | $102.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Point72 Asset Management ✦ | 675.50K | 新增 | $12.36M | 0.0% | New | 1 | SEC ↗ |
| 5 | Norges Bank ✦ (被动) | 300.00K | 新增 | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 278.84K | 新增 | $5.10M | 0.0% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 208.29K | 新增 | $3.81M | 0.0% | New | 1 | SEC ↗ |
| 8 | The Vanguard Group ✦ (被动) | 65.00K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | The Vanguard Group ✦ (被动) | 65.00K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | The Vanguard Group ✦ (被动) | 65.00K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Soros Fund Management ✦ | 35.00K | 新增 | $640,500 | 0.0% | New | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (被动) | 34.80K | 新增 | $636,803 | 0.0% | New | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 10.00K | 新增 | $183,000 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Point72 Asset Management | $12.36M | 0.0% |
| Norges Bank | $5.49M | 0.0% |
| Millennium Management | $5.10M | 0.0% |
| Citadel Advisors | $3.81M | 0.0% |
| Soros Fund Management | $640,500 | 0.0% |
| Geode Capital Management | $636,803 | 0.0% |
| Two Sigma Investments | $183,000 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 138 持有人, 47.82M 股份, $543.52M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 8.87K 股 · $221,798
Officer · 1.61K 股 · $40,197
Officer · 15.23K 股 · $381,350
Officer · 1.04K 股 · $26,050
Officer, Director · 12.94K 股 · $321,059
Officer, Director · 4.31K 股 · $90,163
Officer, Director · 4.31K 股 · $98,359
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论