SEM
Select Medical Holdings Corporation · Healthcare · Medical - Care Facilities
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones -0.1% ·
nuevas posiciones netas +7.7%
— 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 Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 77 | -13 | 48.23M | $796.51M | +7 | −19 |
| Q1 2026 | 92 | -2 | 66.15M | $1.08B | +7 | −10 |
| Q4 2025 | 95 | +2 | 80.60M | $1.20B | +4 | −1 |
| Q3 2025 | 17 | -1 | 63.02M | $809.14M | +2 | −4 |
| Q2 2025 | 16 | 0 | 58.45M | $887.25M | +1 | −1 |
| Q1 2025 | 13 | +1 | 29.39M | $490.80M | +2 | −1 |
| Q4 2024 | 12 | 0 | 29.42M | $554.48M | +1 | −1 |
| Q3 2024 | 11 | 0 | 24.46M | $853.01M | +1 | −1 |
| Q2 2024 | 11 | — | 23.61M | $827.85M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 17.76M | +1.6% | $296.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 17.76M | +1.6% | $296.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasivo) | 4.20M | -2.5% | $70.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.95M | +21.9% | $49.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 2.95M | +21.9% | $49.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 1.71M | +481.4% | $28.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 1.45M | -16.8% | $24.21M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 530.16K | -28.8% | $8.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 328.30K | +7.4% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 196.02K | +297.4% | $3.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 196.02K | +297.4% | $3.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Norges Bank ✦ (pasivo) | 109.49K | -93.0% | $1.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 64.41K | +219.8% | $1.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Marshall Wace ✦ | 35.19K | Nuevo | $587,724 | 0.0% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 35.19K | Nuevo | $587,724 | 0.0% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 33.89K | +96.6% | $566,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 33.89K | +96.6% | $566,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 33.89K | +96.6% | $566,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 33.89K | +96.6% | $566,031 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 20.03K | Nuevo | $334,501 | 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
| Marshall Wace | $587,724 | 0.0% |
| Marshall Wace | $587,724 | 0.0% |
| Two Sigma Investments | $334,501 | 0.0% |
Posición cerrada
| Citadel Advisors | $8.63M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 276 tenedores, 97.77M acciones, $1.47B 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.