PALO
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +23.1% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +18.8%
— 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 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +3 | 7.12M | $55.92M | +3 | — |
| Q1 2026 | 13 | +13 | 5.02M | $50.12M | +13 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Adage Capital Partners ✦ | 2.02M | +50.0% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Adage Capital Partners ✦ | 2.02M | +50.0% | $13.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Healthcare Of Ontario Pension Plan… | 1.12M | +50.0% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Healthcare Of Ontario Pension Plan… | 1.12M | +50.0% | $7.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 967.50K | +115.0% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 967.50K | +115.0% | $7.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Millennium Management ✦ | 600.00K | 0.0% | $5.95M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 524.55K | 0.0% | $5.27M | 0.0% | Held | 2 | SEC ↗ |
| 9 | LMR Partners LLP | 500.00K | 0.0% | $5.04M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Toronto Dominion Bank | 515.00K | +106.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Toronto Dominion Bank | 515.00K | +106.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Toronto Dominion Bank | 515.00K | +106.0% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 271.88K | 0.0% | $2.69M | 0.0% | Held | 2 | SEC ↗ |
| 14 | Parallax Volatility Advisers, L.P. | 241.70K | Nuevo | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 15 | Parallax Volatility Advisers, L.P. | 241.70K | Nuevo | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 16 | Qube Research & Technologies Ltd | 100.00K | 0.0% | $1.01M | 0.0% | Held | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 88.76K | +1.2% | $882,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 88.76K | +1.2% | $882,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | State Of Wisconsin Investment Board | 75.00K | +50.0% | $504,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | State Of Wisconsin Investment Board | 75.00K | +50.0% | $504,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Hrt Financial Lp | 49.70K | +4.1% | $500,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 40.00K | 0.0% | $402,800 | 0.0% | Held | 2 | SEC ↗ |
| 23 | UBS Group AG | 144 | Nuevo | $1,447 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 15 | Nuevo | $149 | 0.0% | New | 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
| Parallax Volatility Advisers… | $1.02M | 0.0% |
| Parallax Volatility Advisers… | $1.02M | 0.0% |
| UBS Group AG | $1,447 | 0.0% |
| Morgan Stanley | $149 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 43 tenedores, 15.66M acciones, $150.50M 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.