SEM
Select Medical Holdings Corporation · Healthcare · Medical - Care Facilities
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.6% ·
Aktienfluss +2.5% ·
neue Nettopositionen -11.8%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 77 | -12 | 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 | n/a | 23.61M | $827.85M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 19.15M | -1.9% | $245.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 2 | T. Rowe Price ✦ | 15.92M | -1.4% | $204.43M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 3 | The Vanguard Group ✦ (passiv) | 12.57M | -2.7% | $161.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passiv) | 4.39M | +3.2% | $56.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passiv) | 3.12M | +2.7% | $40.01M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | D. E. Shaw & Co. ✦ | 1.86M | +149.9% | $23.86M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 1.59M | +407.9% | $20.42M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.22M | n/a | $15.65M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 9 | JPMorgan Chase ✦ | 1.11M | n/a | $14.23M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 10 | Goldman Sachs Group ✦ | 759.16K | n/a | $9.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 357.95K | -28.5% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 309.90K | -36.0% | $3.98M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 304.77K | +53.8% | $3.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 187.19K | Neu | $2.40M | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 73.76K | +143.0% | $947,054 | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 16 | Fidelity (FMR) ✦ | 63.10K | +0.2% | $810,252 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Bridgewater Associates ✦ | 41.15K | Neu | $528,392 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Two Sigma Investments | $2.40M | 0.0% |
| Bridgewater Associates | $528,392 | 0.0% |
Ausgestiegen
| Marshall Wace | $2.05M | war 0.0% |
| Gotham Asset Management | $585,189 | war 0.0% |
| Norges Bank | $574,715 | war 0.0% |
| Renaissance Technologies | $352,707 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 276 Inhaber, 97.77M Anteile, $1.47B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.