RMD
ResMed Inc. · Healthcare · Medical - Instruments & Supplies
Señales de momentum (gestores comparables):
amplitud de titulares -11.1% ·
flujo de acciones -5.5% ·
nuevas posiciones netas -12.5%
— 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 | 159 | +2 | 76.69M | $14.96B | +7 | −4 |
| Q1 2026 | 159 | +3 | 74.11M | $16.62B | +5 | −3 |
| Q4 2025 | 155 | -2 | 83.70M | $20.16B | +1 | −2 |
| Q3 2025 | 21 | 0 | 49.43M | $13.53B | — | −1 |
| Q2 2025 | 19 | +1 | 44.83M | $11.56B | +1 | — |
| Q1 2025 | 15 | -1 | 12.96M | $2.90B | — | −1 |
| Q4 2024 | 16 | -2 | 12.69M | $2.90B | — | −2 |
| Q3 2024 | 17 | +2 | 6.96M | $1.70B | +2 | — |
| Q2 2024 | 15 | — | 5.93M | $1.13B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 6.47M | — | $1.48B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.94M | +2.2% | $899.86M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.94M | +2.2% | $899.86M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 625.05K | +133.6% | $142.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 625.05K | +133.6% | $142.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 625.05K | +133.6% | $142.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 625.05K | +133.6% | $142.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 625.05K | +133.6% | $142.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 625.05K | +133.6% | $142.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Norges Bank ✦ (pasivo) | 518.63K | +8.2% | $118.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 310.97K | +0.8% | $71.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 310.97K | +0.8% | $71.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 247.70K | +194.9% | $56.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 216.13K | +9.1% | $49.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 107.48K | -53.2% | $24.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bridgewater Associates ✦ | 87.27K | -7.1% | $19.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 46.54K | +306.9% | $10.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fisher Asset Management ✦ | 43.03K | +61.0% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 25.88K | -44.3% | $5.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Millennium Management ✦ | 24.83K | -93.6% | $5.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wellington Management ✦ | 8.96K | -85.0% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wellington Management ✦ | 8.96K | -85.0% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Marshall Wace ✦ | 7.85K | -98.0% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 6.55K | -57.1% | $1.50M | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Coatue Management | $115.51M | era 0.4% |
| Baillie Gifford | $3.78M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 932 tenedores, 96.37M acciones, $21.06B 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 · 4.99K acc. · $1.03M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología