SEMR
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +5.9% ·
flujo de acciones +1.3% ·
nuevas posiciones netas 0.0%
— 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 Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q1 2026 | 73 | +3 | 36.42M | $434.78M | +7 | −5 |
| Q4 2025 | 71 | 0 | 33.07M | $393.19M | +3 | −2 |
| Q3 2025 | 18 | +1 | 21.09M | $149.30M | +1 | −1 |
| Q2 2025 | 15 | 0 | 17.26M | $156.19M | — | — |
| Q1 2025 | 12 | 0 | 7.08M | $66.06M | +1 | −1 |
| Q4 2024 | 12 | -1 | 6.64M | $78.90M | — | −1 |
| Q3 2024 | 12 | +1 | 4.23M | $66.48M | +1 | — |
| Q2 2024 | 11 | — | 3.26M | $43.59M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 6.00M | +7.2% | $42.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 6.00M | +7.2% | $42.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 6.00M | +7.2% | $42.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 6.00M | +7.2% | $42.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 6.00M | +7.2% | $42.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 4.37M | +5.4% | $30.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.07M | — | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.07M | — | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.07M | — | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.07M | — | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.07M | — | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.07M | — | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.07M | — | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.07M | — | $14.69M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wellington Management ✦ | 1.74M | -2.9% | $12.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Wellington Management ✦ | 1.74M | -2.9% | $12.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Wellington Management ✦ | 1.74M | -2.9% | $12.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | Wellington Management ✦ | 1.74M | -2.9% | $12.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 31 | Wellington Management ✦ | 1.74M | -2.9% | $12.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 32 | Wellington Management ✦ | 1.74M | -2.9% | $12.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (pasivo) | 1.34M | +9.4% | $9.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 1.12M | — | $7.95M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 1.12M | — | $7.95M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Geode Capital Management ✦ (pasivo) | 1.08M | +16.0% | $7.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Geode Capital Management ✦ (pasivo) | 1.08M | +16.0% | $7.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | Millennium Management ✦ | 1.02M | +81.6% | $7.25M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | Arrowstreet Capital ✦ | 586.45K | -5.1% | $4.15M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 417.20K | +1100.5% | $2.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 375.23K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 375.23K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 375.23K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 375.23K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 375.23K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 375.23K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 375.23K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 375.23K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 253.36K | +132.8% | $1.79M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 241.25K | -79.2% | $1.71M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 241.25K | -79.2% | $1.71M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 52 | Renaissance Technologies ✦ | 182.70K | -59.6% | $1.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 177.50K | -70.4% | $1.26M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 177.50K | -70.4% | $1.26M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 177.50K | -70.4% | $1.26M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 177.50K | -70.4% | $1.26M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 57 | Point72 Asset Management ✦ | 76.71K | Nuevo | $543,120 | 0.0% | New | 1 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 30.13K | +30.9% | $214,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 1.55K | -19.0% | $10,960 | 0.0% | ▼ Trim | 2 | 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
| Point72 Asset Management | $543,120 | 0.0% |
Posición cerrada
| Norges Bank | $140,519 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 160 tenedores, 73.46M acciones, $798.71M 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.