SAVA
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +11.1% ·
flujo de acciones -9.2% ·
nuevas posiciones netas +10.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
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 | 41 | -6 | 10.86M | $12.92M | +3 | −9 |
| Q1 2026 | 48 | -1 | 11.57M | $19.55M | +2 | −3 |
| Q4 2025 | 49 | +2 | 11.04M | $21.85M | +3 | −1 |
| Q3 2025 | 12 | -1 | 9.37M | $27.27M | +1 | −2 |
| Q2 2025 | 10 | +1 | 5.60M | $10.14M | +2 | −1 |
| Q1 2025 | 6 | 0 | 2.44M | $3.67M | +2 | −2 |
| Q4 2024 | 6 | -1 | 2.65M | $6.26M | +2 | −3 |
| Q3 2024 | 6 | +1 | 1.23M | $36.19M | +2 | −1 |
| Q2 2024 | 5 | — | 1.21M | $14.89M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 2.17M | — | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 2.17M | — | $3.93M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 1.55M | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 1.55M | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 1.55M | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 1.55M | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 1.55M | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 1.55M | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 1.55M | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 526.51K | +21.7% | $952,992 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 522.88K | -49.1% | $946,779 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 522.88K | -49.1% | $946,779 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Millennium Management ✦ | 472.78K | Nuevo | $855,735 | 0.0% | New | 1 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (pasivo) | 217.33K | -75.1% | $393,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Marshall Wace ✦ | 71.71K | Nuevo | $129,803 | 0.0% | New | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 35.87K | +14.1% | $65,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 29.78K | -62.8% | $53,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 29.78K | -62.8% | $53,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 29.78K | -62.8% | $53,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 29.78K | -62.8% | $53,905 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 8.58K | — | $15,523 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 8.58K | — | $15,523 | 0.0% | n/c | 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
| Millennium Management | $855,735 | 0.0% |
| Marshall Wace | $129,803 | 0.0% |
Posición cerrada
| Citadel Advisors | $110 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 99 tenedores, 13.64M acciones, $22.18M 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.