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: acciones en descenso 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 | n/a |
| 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 | n/a |
| Q2 2024 | 11 | n/a | 6.66M | $196.56M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 6.25M | +16.3% | $82.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | State Street Global Advisors ✦ (pasivo) | 927.71K | n/a | $12.16M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 820.03K | -1.7% | $10.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Two Sigma Investments ✦ | 759.53K | +868.6% | $9.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Millennium Management ✦ | 510.55K | -55.9% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 435.10K | +2672.0% | $5.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 219.88K | +35.2% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 72.25K | Nuevo | $947,263 | 0.0% | New | 1 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 53.59K | Nuevo | $702,499 | 0.0% | New | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 15.52K | +20.1% | $204,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 10.00K | -98.8% | $131,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"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
| 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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 · 8.46K acc. · $402,876
Officer, Director, 10% owner · 4.63K acc. · $211,319
Officer, Director, 10% owner · 3.06K acc. · $147,298
Officer, Director, 10% owner · 77.54K acc. · $3.68M
Officer, Director, 10% owner · 24.80K acc. · $1.16M
Officer · 40.00K acc. · $1.78M
Officer, Director, 10% owner · 232 acc. · $10,440
Officer, Director, 10% owner · 717 acc. · $30,458
Officer, Director, 10% owner · 7.22K acc. · $315,146
Officer, Director, 10% owner · 28.75K acc. · $1.24M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología