TRAW
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +8.3% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +7.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +1 | 1.72M | $1.45M | +4 | −3 |
| Q1 2026 | 13 | 0 | 946.35K | $1.73M | +5 | −5 |
| Q4 2025 | 13 | +1 | 980.78K | $1.11M | +2 | −1 |
| Q3 2025 | 7 | 0 | 493.39K | $912,781 | — | — |
| Q2 2025 | 6 | 0 | 404.92K | $599,281 | +1 | −1 |
| Q1 2025 | 3 | 0 | 373.45K | $858,938 | +1 | −1 |
| Q4 2024 | 3 | +3 | 40.87K | $362,896 | +3 | — |
| Q2 2024 | 3 | — | 563.19K | $251,594 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Adage Capital Partners ✦ | 730.00K | +121.2% | $824,900 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 87.26K | 0.0% | $98,603 | 0.0% | Held | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 87.26K | 0.0% | $98,603 | 0.0% | Held | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 87.26K | 0.0% | $98,603 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 61.65K | +41.9% | $69,668 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 61.65K | +41.9% | $69,668 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 25.80K | Nuevo | $29,156 | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 24.82K | Nuevo | $28,045 | 0.0% | New | 1 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 19.24K | -12.6% | $21,746 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 14.20K | — | $16,043 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 9.96K | 0.0% | $11,250 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 7.72K | — | $8,726 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 7.72K | — | $8,726 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 113 | — | $128 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 113 | — | $128 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 113 | — | $128 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 8 | — | $9 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 2 | 0.0% | $2 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Citigroup Inc | 1 | — | $1 | 0.0% | n/c | 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
| State Street Global Advisors | $29,156 | 0.0% |
| Citadel Advisors | $28,045 | 0.0% |
Posición cerrada
| Morgan Stanley | $1,330 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 27 tenedores, 3.62M acciones, $6.62M 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.