SPNS
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones -9.3% ·
nuevas posiciones netas 0.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
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 |
|---|---|---|---|---|---|---|
| Q4 2025 | 6 | -19 | 34.36K | $1.51M | n/a | −19 |
| Q3 2025 | 19 | +1 | 9.75M | $419.35M | +3 | −3 |
| Q2 2025 | 16 | -2 | 7.55M | $221.10M | +1 | −3 |
| Q1 2025 | 15 | +2 | 4.65M | $125.93M | +2 | n/a |
| Q4 2024 | 13 | 0 | 4.04M | $108.64M | +1 | −1 |
| Q3 2024 | 12 | 0 | 3.48M | $129.55M | n/a | n/a |
| Q2 2024 | 12 | n/a | 3.75M | $127.27M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 2.13M | +30.0% | $91.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 2 | Goldman Sachs Group ✦ | 1.69M | n/a | $72.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | The Vanguard Group ✦ (pasivo) | 1.39M | -2.9% | $59.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | JPMorgan Chase ✦ | 1.11M | n/a | $47.57M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 5 | Soros Fund Management ✦ | 603.29K | Nuevo | $25.94M | 0.6% | New | 1 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 559.00K | -10.8% | $24.04M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 518.70K | -22.2% | $22.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 453.28K | n/a | $19.49M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 9 | Geode Capital Management ✦ (pasivo) | 415.59K | -2.0% | $17.87M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | Wellington Management ✦ | 319.48K | -52.8% | $13.74M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 11 | Millennium Management ✦ | 193.00K | +28.4% | $8.30M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Marshall Wace ✦ | 112.08K | Nuevo | $4.82M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | D. E. Shaw & Co. ✦ | 88.79K | +1105.4% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | ARK Investment Management ✦ | 64.76K | +2.4% | $2.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 47.30K | +74.4% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | Fidelity (FMR) ✦ | 22.85K | +193.5% | $982,681 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Citadel Advisors ✦ | 18.25K | Nuevo | $784,965 | 0.0% | New | 1 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 16.90K | -98.0% | $727,000 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 10.59K | -94.9% | $455,686 | 0.0% | ▼ Trim | 6 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Soros Fund Management | $25.94M | 0.6% |
| Marshall Wace | $4.82M | 0.0% |
| Citadel Advisors | $784,965 | 0.0% |
Posición cerrada
| Harris Associates (Oakmark) | $19.71M | era 0.0% |
| Two Sigma Investments | $2.56M | era 0.0% |
| Norges Bank | $1.34M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 4 tenedores, 297.53K acciones, $12.93M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.