OPY
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +7.7% ·
flujo de acciones +8.3% ·
nuevas posiciones netas +7.1%
— 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 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 56 | +4 | 2.84M | $298.78M | +8 | −4 |
| Q1 2026 | 53 | +3 | 2.67M | $236.95M | +5 | −2 |
| Q4 2025 | 50 | +1 | 2.61M | $188.52M | +1 | — |
| Q3 2025 | 16 | 0 | 1.32M | $97.38M | — | −1 |
| Q2 2025 | 14 | +1 | 1.01M | $66.61M | +1 | — |
| Q1 2025 | 10 | 0 | 337.99K | $20.16M | — | — |
| Q4 2024 | 10 | 0 | 370.57K | $23.75M | — | — |
| Q3 2024 | 9 | -2 | 385.70K | $19.73M | — | −2 |
| Q2 2024 | 11 | — | 390.05K | $18.69M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 415.69K | — | $27.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 415.69K | — | $27.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 168.09K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 168.09K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 168.09K | — | $11.06M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 75.87K | -1.6% | $4.99M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 67.89K | +0.3% | $4.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 67.89K | +0.3% | $4.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Millennium Management ✦ | 53.74K | +103.4% | $3.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (pasivo) | 33.23K | +7.8% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 30.92K | +153.1% | $2.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | Fisher Asset Management ✦ | 30.71K | 0.0% | $2.02M | 0.0% | Held | 5 | SEC ↗ |
| 13 | Marshall Wace ✦ | 30.65K | Nuevo | $2.02M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 30.65K | Nuevo | $2.02M | 0.0% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 25.93K | -20.8% | $1.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Norges Bank ✦ (pasivo) | 24.10K | +372.6% | $1.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 23.22K | -31.8% | $1.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 19.50K | -7.6% | $1.28M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 13.16K | — | $865,544 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 13.16K | — | $865,544 | 0.0% | n/c | 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
| Marshall Wace | $2.02M | 0.0% |
| Marshall Wace | $2.02M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 116 tenedores, 4.18M acciones, $357.82M 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.