ULS
UL Solutions Inc. · Industrials · Specialty Business Services
Señales de momentum (gestores comparables):
amplitud de titulares -15.4% ·
flujo de acciones -24.1% ·
nuevas posiciones netas -18.2%
— fórmula
Distribución amplia — caída de acciones y menos titulares
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 | 111 | +3 | 55.75M | $5.67B | +10 | −6 |
| Q1 2026 | 110 | +5 | 55.80M | $4.78B | +10 | −6 |
| Q4 2025 | 105 | +2 | 60.01M | $4.74B | +4 | −1 |
| Q3 2025 | 14 | -2 | 16.48M | $1.17B | — | −3 |
| Q2 2025 | 14 | +1 | 16.91M | $1.23B | +1 | — |
| Q1 2025 | 10 | -1 | 5.64M | $318.11M | — | −1 |
| Q4 2024 | 11 | -2 | 8.27M | $412.52M | +1 | −3 |
| Q3 2024 | 12 | +2 | 10.58M | $521.49M | +3 | −1 |
| Q2 2024 | 10 | — | 6.04M | $254.72M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 3.49M | -17.5% | $173.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Soros Fund Management ✦ | 1.10M | -3.3% | $54.87M | 1.4% | ▼ Trim | 3 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 692.51K | +31.5% | $34.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Millennium Management ✦ | 666.93K | -36.9% | $33.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 643.36K | Nuevo | $32.09M | 0.0% | New | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 643.36K | Nuevo | $32.09M | 0.0% | New | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 643.36K | Nuevo | $32.09M | 0.0% | New | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 643.36K | Nuevo | $32.09M | 0.0% | New | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 643.36K | Nuevo | $32.09M | 0.0% | New | 1 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 628.68K | +4.6% | $31.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 628.68K | +4.6% | $31.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 426.59K | +17.8% | $21.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (pasivo) | 318.05K | — | $15.86M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 243.40K | -84.3% | $12.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 50.86K | +16.7% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 50.86K | +16.7% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 13.78K | +42.4% | $688,000 | 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
| Wellington Management | $32.09M | 0.0% |
| Wellington Management | $32.09M | 0.0% |
| Wellington Management | $32.09M | 0.0% |
| Wellington Management | $32.09M | 0.0% |
| Wellington Management | $32.09M | 0.0% |
Posición cerrada
| Marshall Wace | $37.77M | era 0.0% |
| Point72 Asset Management | $12.23M | era 0.0% |
| Arrowstreet Capital | $2.26M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 367 tenedores, 86.11M acciones, $6.20B 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.