TEL
TE Connectivity plc · Technology · Semiconductors
Données momentum (gérants comparables) :
étendue des détenteurs -9.5% ·
flux d'actions -13.4% ·
nouvelles positions nettes -10.5%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 169 | +4 | 214.21M | $43.20B | +8 | −4 |
| Q1 2026 | 168 | 0 | 215.14M | $44.96B | +2 | −3 |
| Q4 2025 | 168 | 0 | 231.04M | $52.56B | +1 | — |
| Q3 2025 | 27 | +1 | 133.46M | $29.29B | +1 | −1 |
| Q2 2025 | 24 | +1 | 129.71M | $21.87B | +1 | — |
| Q1 2025 | 20 | -1 | 71.13M | $10.05B | — | −1 |
| Q4 2024 | 21 | +1 | 73.33M | $10.48B | +1 | — |
| Q3 2024 | 19 | -2 | 56.33M | $8.50B | — | −2 |
| Q2 2024 | 21 | — | 65.03M | $9.78B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 21.92M | +7.4% | $3.31B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 21.92M | +7.4% | $3.31B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 3 | Dodge & Cox ✦ | 15.99M | +1.4% | $2.41B | 1.4% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passif) | 5.98M | +1.3% | $899.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passif) | 5.98M | +1.3% | $899.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (passif) | 3.75M | +5.8% | $565.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Harris Associates (Oakmark) ✦ | 3.35M | -16.3% | $505.60M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 8 | Harris Associates (Oakmark) ✦ | 3.35M | -16.3% | $505.60M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 9 | Capital World Investors ✦ | 1.76M | -68.4% | $265.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 611.23K | -10.2% | $92.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 611.23K | -10.2% | $92.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 511.40K | +59.1% | $77.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 496.33K | +15.0% | $74.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 496.33K | +15.0% | $74.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 496.33K | +15.0% | $74.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 496.33K | +15.0% | $74.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 496.33K | +15.0% | $74.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 485.52K | +85.7% | $73.31M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 466.17K | +56.9% | $70.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 402.45K | +33.9% | $60.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Adage Capital Partners ✦ | 203.94K | +62.6% | $30.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Marshall Wace ✦ | 135.12K | -63.1% | $20.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 135.12K | -63.1% | $20.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 88.60K | +76.4% | $13.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Point72 Asset Management ✦ | 61.43K | -91.5% | $9.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 57.81K | +67.0% | $8.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 40.55K | -85.5% | $6.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | GAMCO Investors ✦ | 19.85K | 0.0% | $3.00M | 0.0% | Held | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Wellington Management | $895.40M | était 0.2% |
| Fisher Asset Management | $481,363 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1,253 détenteurs, 264.94M actions, $52.44B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.