RH
Rh · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +8.7% ·
flujo de acciones +4.4% ·
nuevas posiciones netas +8.0%
— 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 | 172 | 0 | 441.41M | $48.16B | +5 | −4 |
| Q1 2026 | 174 | -2 | 433.57M | $46.02B | +5 | −8 |
| Q4 2025 | 176 | 0 | 480.01M | $60.63B | +2 | −1 |
| Q3 2025 | 28 | +1 | 221.32M | $27.25B | +1 | −1 |
| Q2 2025 | 25 | +2 | 214.15M | $20.40B | +3 | −1 |
| Q1 2025 | 20 | 0 | 57.82M | $5.36B | +1 | −1 |
| Q4 2024 | 20 | 0 | 64.31M | $6.49B | +2 | −2 |
| Q3 2024 | 19 | +1 | 46.22M | $4.89B | +1 | — |
| Q2 2024 | 18 | — | 45.25M | $3.71B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 65.82M | — | $6.18B | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 2 | BlackRock ✦ (pasivo) | 41.97M | — | $3.99B | 0.1% | n/c | 1 | SEC ↗ ×37 |
| 3 | Fidelity (FMR) ✦ | 39.57M | — | $3.91B | 0.2% | n/c | 1 | SEC ↗ ×11 |
| 4 | State Street Global Advisors ✦ (pasivo) | 13.80M | 0.0% | $1.31B | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (pasivo) | 11.13M | -4.4% | $1.04B | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (pasivo) | 8.93M | +3.8% | $842.42M | 0.1% | ▲ Add | 5 | SEC ↗ ×4 |
| 7 | Marshall Wace ✦ | 6.31M | +35.9% | $606.38M | 0.7% | ▲ Add | 5 | SEC ↗ ×9 |
| 8 | Capital World Investors ✦ | 5.69M | +97.7% | $541.87M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 4.02M | +154.8% | $374.01M | 0.3% | ▲ Add | 5 | SEC ↗ ×2 |
| 10 | Baupost Group ✦ | 3.83M | +42.0% | $351.17M | 8.5% | ▲ Add | 5 | SEC ↗ |
| 11 | Wellington Management ✦ | 2.61M | -1.9% | $243.00M | 0.0% | ▼ Trim | 5 | SEC ↗ ×9 |
| 12 | Third Point ✦ | 2.59M | -4.6% | $237.76M | 3.1% | ▼ Trim | 5 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 1.90M | +115.3% | $176.83M | 0.2% | ▲ Add | 5 | SEC ↗ ×3 |
| 14 | AQR Capital Management ✦ | 1.90M | -12.7% | $173.88M | 0.1% | ▼ Trim | 5 | SEC ↗ ×6 |
| 15 | D. E. Shaw & Co. ✦ | 1.71M | -15.9% | $158.83M | 0.2% | ▼ Trim | 5 | SEC ↗ ×3 |
| 16 | Point72 Asset Management ✦ | 620.17K | +201.1% | $56.93M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 554.99K | +4.0% | $54.72M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 18 | Soros Fund Management ✦ | 594.26K | +44.1% | $54.55M | 1.5% | ▲ Add | 5 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 313.10K | +757.3% | $53.53M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 20 | Glenview Capital ✦ | 65.92K | Nuevo | $12.46M | 0.4% | New | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 117.84K | -20.4% | $11.11M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Adage Capital Partners ✦ | 50.00K | Nuevo | $9.45M | 0.0% | New | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 34.20K | Nuevo | $6.46M | 0.0% | New | 1 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 22.64K | -75.4% | $2.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Baillie Gifford ✦ | 238 | -30.4% | $21,849 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
«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
| Glenview Capital | $12.46M | 0.4% |
| Adage Capital Partners | $9.45M | 0.0% |
| Renaissance Technologies | $6.46M | 0.0% |
Posición cerrada
| Arrowstreet Capital | $7.91M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 370 tenedores, 18.62M acciones, $2.58B 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)
Director · 1.00K acc. · $132,000
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
23.9% de clase · Ver presentación original ante la SEC ↗