ZEPP
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +9.1% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +8.3%
— 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 | 18 | -2 | 2.00M | $10.41M | +5 | −7 |
| Q1 2026 | 20 | -4 | 3.18M | $37.98M | +2 | −6 |
| Q4 2025 | 24 | +2 | 3.15M | $84.86M | +4 | −2 |
| Q3 2025 | 5 | +2 | 1.11M | $50.97M | +3 | −1 |
| Q2 2025 | 2 | +1 | 40.57K | $107,927 | +1 | — |
| Q1 2025 | 1 | 0 | 23.82K | $70,519 | — | — |
| Q4 2024 | 1 | -1 | 23.82K | $61,942 | — | −1 |
| Q3 2024 | 2 | 0 | 56.21K | $244,526 | — | — |
| Q2 2024 | 2 | — | 122.04K | $73,225 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | FIL Ltd | 625.76K | — | $16.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 610.29K | +15.3% | $16.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 610.29K | +15.3% | $16.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 610.29K | +15.3% | $16.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 577.97K | Nuevo | $15.57M | 0.0% | New | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 366.83K | +49.1% | $9.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 295.97K | +17.8% | $7.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Balyasny Asset Management L.P. | 202.78K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (pasivo) | 126.98K | Nuevo | $3.42M | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 98.22K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 98.22K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 98.22K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 98.22K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Allspring Global Investments… | 66.35K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Connor, Clark & Lunn Investment… | 46.35K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 25.26K | Nuevo | $680,558 | 0.0% | New | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 23.65K | Nuevo | $637,131 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mitsubishi UFJ Asset Management… | 19.36K | — | $542,745 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | LMR Partners LLP | 17.71K | — | $477,215 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Barclays Plc | 9.77K | — | $263,096 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 8.94K | — | $240,790 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 8.94K | — | $240,790 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 8.94K | — | $240,790 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 8.42K | — | $226,942 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 8.42K | — | $226,942 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 8.29K | — | $223,197 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Group One Trading Llc | 5.54K | — | $149,248 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 1.93K | — | $52,075 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 1.93K | — | $52,075 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Simplex Trading, Llc | 1.22K | — | $32,893 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 900 | — | $24,246 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rhumbline Advisers | 575 | — | $15,488 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 75 | — | $2,021 | 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
| Point72 Asset Management | $15.57M | 0.0% |
| State Street Global Advisors | $3.42M | 0.0% |
| Goldman Sachs Group | $680,558 | 0.0% |
| Two Sigma Investments | $637,131 | 0.0% |
Posición cerrada
| Marshall Wace | $2.86M | era 0.0% |
| Renaissance Technologies | $1.09M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 3 tenedores, 66 acciones, $783 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.