TFX
Teleflex Incorporated · Healthcare · Medical - Instruments & Supplies
Données momentum (gérants comparables) :
étendue des détenteurs -6.2% ·
flux d'actions -10.1% ·
nouvelles positions nettes -6.7%
— 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 Q4 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | +2 | 26.38M | $3.34B | +8 | −5 |
| Q1 2026 | 114 | +1 | 27.79M | $3.32B | +11 | −11 |
| Q4 2025 | 113 | -1 | 32.06M | $3.91B | +1 | −1 |
| Q3 2025 | 18 | -1 | 20.02M | $2.45B | — | −2 |
| Q2 2025 | 17 | +1 | 15.00M | $1.78B | +1 | — |
| Q1 2025 | 13 | -2 | 4.93M | $680.71M | +1 | −3 |
| Q4 2024 | 15 | -1 | 5.33M | $947.44M | +1 | −2 |
| Q3 2024 | 15 | -1 | 3.86M | $954.17M | +1 | −2 |
| Q2 2024 | 16 | — | 4.92M | $1.03B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passif) | 2.06M | — | $366.61M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 1.14M | +0.7% | $202.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passif) | 1.14M | +0.7% | $202.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passif) | 563.70K | +0.4% | $100.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Glenview Capital ✦ | 329.98K | +99.8% | $58.73M | 1.5% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 272.30K | +76.2% | $48.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 272.30K | +76.2% | $48.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 272.30K | +76.2% | $48.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 272.30K | +76.2% | $48.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 272.30K | +76.2% | $48.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Millennium Management ✦ | 250.10K | -66.4% | $44.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 223.44K | +42.0% | $39.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 223.44K | +42.0% | $39.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 223.44K | +42.0% | $39.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 223.44K | +42.0% | $39.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 155.71K | -52.1% | $27.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 155.71K | -52.1% | $27.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 146.94K | +232.9% | $26.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 146.94K | +232.9% | $26.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 94.99K | -1.6% | $16.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 94.99K | -1.6% | $16.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Marshall Wace ✦ | 55.09K | +8.4% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 55.09K | +8.4% | $9.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 24.04K | +312.4% | $4.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bridgewater Associates ✦ | 5.26K | -30.7% | $935,463 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Adage Capital Partners ✦ | 3.40K | Nouveau | $606,022 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fisher Asset Management ✦ | 2.66K | 0.0% | $473,782 | 0.0% | ▼ Trim | 3 | 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
| Adage Capital Partners | $606,022 | 0.0% |
Sorti(e)
| Point72 Asset Management | $100.77M | était 0.4% |
| Two Sigma Investments | $2.24M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 364 détenteurs, 47.78M actions, $5.00B 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.