SOLV
Solventum Corporation · Healthcare · Medical - Instruments & Supplies
Señales de momentum (gestores comparables):
amplitud de titulares -10.5% ·
flujo de acciones -0.2% ·
nuevas posiciones netas -11.8%
— 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 | 151 | +2 | 80.32M | $6.20B | +13 | −10 |
| Q1 2026 | 151 | -8 | 79.93M | $5.22B | +3 | −12 |
| Q4 2025 | 158 | +1 | 87.71M | $6.95B | +3 | −1 |
| Q3 2025 | 22 | +1 | 55.78M | $4.07B | +1 | −1 |
| Q2 2025 | 19 | 0 | 51.64M | $3.92B | +2 | −2 |
| Q1 2025 | 16 | -1 | 25.10M | $1.91B | +1 | −2 |
| Q4 2024 | 17 | -2 | 26.13M | $1.73B | +2 | −4 |
| Q3 2024 | 18 | +2 | 20.00M | $1.39B | +4 | −2 |
| Q2 2024 | 16 | — | 16.58M | $874.59M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 8.46M | +18.8% | $559.05M | 14.4% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 6.19M | — | $409.09M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.46M | +3.4% | $227.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 3.46M | +3.4% | $227.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Norges Bank ✦ (pasivo) | 3.08M | +0.1% | $203.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Baupost Group ✦ | 1.45M | -20.5% | $95.54M | 2.8% | ▼ Trim | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 1.43M | -3.5% | $94.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 1.43M | -3.5% | $94.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 1.43M | -3.5% | $94.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 1.43M | -3.5% | $94.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 1.19M | +41.1% | $78.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Millennium Management ✦ | 212.15K | -62.0% | $14.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 200.54K | +0.4% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 200.54K | +0.4% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 190.75K | +2.0% | $12.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 117.98K | +175.6% | $7.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 117.98K | +175.6% | $7.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Adage Capital Partners ✦ | 107.62K | -22.4% | $7.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 9.28K | -50.8% | $613,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 8.92K | +29.4% | $589,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wellington Management ✦ | 8.50K | +22.7% | $561,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wellington Management ✦ | 8.50K | +22.7% | $561,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wellington Management ✦ | 8.50K | +22.7% | $561,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Marshall Wace ✦ | 5.72K | Nuevo | $377,995 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 987 | Nuevo | $65,201 | 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 | $377,995 | 0.0% |
| Citadel Advisors | $65,201 | 0.0% |
Posición cerrada
| Point72 Asset Management | $50.95M | era 0.2% |
| Capital World Investors | $27.28M | era 0.0% |
| Renaissance Technologies | $1.18M | era 0.0% |
| Markel Group | $52,290 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 873 tenedores, 128.07M acciones, $8.18B 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.