TMDX
TransMedics Group, Inc. · Healthcare · Medical - Devices
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones +6.6% ·
nuevas posiciones netas -9.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | -3 | 25.87M | $1.72B | +11 | −13 |
| Q1 2026 | 110 | -2 | 27.24M | $2.71B | +6 | −9 |
| Q4 2025 | 113 | -2 | 29.10M | $3.52B | +1 | −2 |
| Q3 2025 | 21 | +2 | 20.81M | $2.34B | +2 | −1 |
| Q2 2025 | 17 | +3 | 18.14M | $2.43B | +3 | — |
| Q1 2025 | 11 | -1 | 3.86M | $259.47M | +2 | −3 |
| Q4 2024 | 12 | +2 | 3.62M | $225.65M | +3 | −1 |
| Q3 2024 | 9 | -4 | 2.19M | $344.12M | — | −4 |
| Q2 2024 | 13 | — | 2.46M | $370.15M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.31M | -4.0% | $87.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 1.31M | -4.0% | $87.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 793.41K | +2.7% | $53.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 793.41K | +2.7% | $53.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 609.69K | +161.7% | $41.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 609.69K | +161.7% | $41.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 290.62K | +76.7% | $19.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Baillie Gifford ✦ | 259.68K | -3.8% | $17.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Baillie Gifford ✦ | 259.68K | -3.8% | $17.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Baillie Gifford ✦ | 259.68K | -3.8% | $17.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Baillie Gifford ✦ | 259.68K | -3.8% | $17.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Capital World Investors ✦ | 227.44K | Nuevo | $15.30M | 0.0% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 152.45K | Nuevo | $10.26M | 0.0% | New | 1 | SEC ↗ |
| 18 | Marshall Wace ✦ | 152.45K | Nuevo | $10.26M | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 152.45K | Nuevo | $10.26M | 0.0% | New | 1 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 135.70K | -47.5% | $9.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | T. Rowe Price ✦ | 135.70K | -47.5% | $9.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Norges Bank ✦ (pasivo) | 40.27K | -89.0% | $2.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 22.70K | +81.3% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 17.91K | +147.3% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 17.91K | +147.3% | $1.20M | 0.0% | ▲ Add | 2 | 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
| Capital World Investors | $15.30M | 0.0% |
| Marshall Wace | $10.26M | 0.0% |
| Marshall Wace | $10.26M | 0.0% |
| Marshall Wace | $10.26M | 0.0% |
Posición cerrada
| Millennium Management | $10.28M | era 0.0% |
| AQR Capital Management | $263,866 | era 0.0% |
| Bridgewater Associates | $215,918 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 412 tenedores, 36.17M acciones, $3.51B 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.