THR
Thermon Group Holdings, Inc. · Industrials · Electrical Equipment & Parts
Señales de momentum (gestores comparables):
amplitud de titulares +20.0% ·
flujo de acciones -2.6% ·
nuevas posiciones netas +16.7%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
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 | 1 | -90 | 78.19K | $4.78M | — | −91 |
| Q1 2026 | 95 | +9 | 20.84M | $1.05B | +16 | −7 |
| Q4 2025 | 86 | -1 | 22.00M | $817.43M | +1 | −2 |
| Q3 2025 | 17 | 0 | 13.17M | $352.03M | +1 | −1 |
| Q2 2025 | 14 | +1 | 11.48M | $322.25M | +2 | −1 |
| Q1 2025 | 10 | -2 | 3.10M | $86.41M | +1 | −3 |
| Q4 2024 | 12 | +2 | 3.14M | $90.34M | +2 | — |
| Q3 2024 | 9 | -1 | 2.44M | $72.91M | — | −1 |
| Q2 2024 | 10 | — | 2.50M | $76.79M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.30M | -1.6% | $37.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.30M | -1.6% | $37.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.30M | -1.6% | $37.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.30M | -1.6% | $37.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 781.30K | — | $22.48M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 759.96K | -1.6% | $21.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 759.96K | -1.6% | $21.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 118.36K | -5.6% | $3.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 45.26K | -55.5% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 34.05K | -35.0% | $979,647 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 33.63K | Nuevo | $967,679 | 0.0% | New | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 24.19K | -12.7% | $695,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 24.19K | -12.7% | $695,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 24.19K | -12.7% | $695,889 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 17.49K | -19.8% | $503,302 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Norges Bank ✦ (pasivo) | 8.00K | 0.0% | $230,160 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 7.83K | -14.2% | $225,413 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 6.66K | Nuevo | $191,592 | 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
| Citadel Advisors | $967,679 | 0.0% |
| Point72 Asset Management | $191,592 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 214 tenedores, 32.76M acciones, $1.59B 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.