PACS
PACS Group, Inc. · Healthcare · Medical - Care Facilities
Señales de momentum (gestores comparables):
amplitud de titulares -15.4% ·
flujo de acciones -5.2% ·
nuevas posiciones netas -18.2%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | +6 | 32.30M | $1.38B | +8 | −2 |
| Q1 2026 | 89 | +3 | 29.37M | $943.57M | +9 | −6 |
| Q4 2025 | 86 | +1 | 29.12M | $1.12B | +1 | — |
| Q3 2025 | 18 | +1 | 20.54M | $282.02M | +1 | −1 |
| Q2 2025 | 15 | 0 | 21.01M | $271.39M | +2 | −2 |
| Q1 2025 | 12 | +1 | 9.60M | $107.95M | +2 | −1 |
| Q4 2024 | 11 | -2 | 10.08M | $132.14M | +2 | −4 |
| Q3 2024 | 12 | +1 | 9.71M | $388.06M | +1 | — |
| Q2 2024 | 11 | — | 6.66M | $196.56M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 6.25M | +16.3% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 6.25M | +16.3% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 6.25M | +16.3% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 6.25M | +16.3% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 6.25M | +16.3% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasivo) | 927.71K | — | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 820.03K | -1.7% | $10.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 820.03K | -1.7% | $10.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 759.53K | +868.6% | $9.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 510.55K | -55.9% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (pasivo) | 435.10K | +2672.0% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 219.88K | +35.2% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 72.25K | Nuevo | $947,263 | 0.0% | New | 1 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 53.59K | Nuevo | $702,499 | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 15.52K | +20.1% | $204,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 10.00K | -98.8% | $131,100 | 0.0% | ▼ Trim | 3 | 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
| Arrowstreet Capital | $947,263 | 0.0% |
| D. E. Shaw & Co. | $702,499 | 0.0% |
Posición cerrada
| Point72 Asset Management | $25.48M | era 0.1% |
| Soros Fund Management | $19.98M | era 0.6% |
| Renaissance Technologies | $3.60M | era 0.0% |
| Marshall Wace | $379,715 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 9.10K acciones, $292 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.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director, 10% owner · 27.59K acc. · $1.22M
Officer, Director, 10% owner · 31.65K acc. · $1.38M
Officer, Director, 10% owner · 13.88K acc. · $621,259
Officer, Director, 10% owner · 77.43K acc. · $3.39M
Officer, Director, 10% owner · 84.65K acc. · $3.75M
Officer, Director, 10% owner · 67 acc. · $3,005
Officer, Director, 10% owner · 66.80K acc. · $2.95M
Officer, Director, 10% owner · 74.84K acc. · $3.31M
Officer, Director, 10% owner · 9.76K acc. · $422,927
Officer · 3.62K acc. · $161,421
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología