DOCMZ DocMorris AG Action - prix de l'action, participation institutionnelle, actionnaires (BATS-CHIXE)

DocMorris AG
GB ˙ BATS-CHIXE ˙ CH0042615283
Statistiques de base
Propriétaires institutionnels 40 total, 40 long only, 0 short only, 0 long/short - change of -6,98% MRQ
Allocation moyenne du portefeuille 0.0367 % - change of 14,18% MRQ
Actions en circulation shares (source: Capital IQ)
Actions institutionnelles (Long) 629 776 - 1,31% (ex 13D/G) - change of 0,01MM shares 1,86% MRQ
Valeur institutionnelle (Long) $ 11 340 USD ($1000)
Participation institutionnels et actionnaires

DocMorris AG (GB:DOCMZ) détient 40 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 629,776 actions. Les principaux actionnaires incluent VGTSX - Vanguard Total International Stock Index Fund Investor Shares, IBUY - Amplify Online Retail ETF, IEFA - iShares Core MSCI EAFE ETF, SCZ - iShares MSCI EAFE Small-Cap ETF, GWX - SPDR(R) S&P(R) International Small Cap ETF, VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares, SPDW - SPDR(R) Portfolio Developed World ex-US ETF, SCHC - Schwab International Small-Cap Equity ETF, VEURX - Vanguard European Stock Index Fund Investor Shares, and FNDC - Schwab Fundamental International Small Company Index ETF .

DocMorris AG (BATS-CHIXE:DOCMZ) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

GB:DOCMZ / DocMorris AG Institutional Ownership
Indice de confiance des fonds

L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.

Fréquence de mise à jour : Quotidienne

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-06-24 NP SFILX - Schwab Fundamental International Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 750 0,00 49 32,43
2025-04-25 NP VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 838 -1,24 42 -33,33
2025-08-22 NP FDHT - Fidelity Digital Health ETF 8 149 185,73 65 18,18
2025-08-07 13F Accent Capital Management, LLC 10 0,00 0
2025-06-30 NP PDN - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 644 -44,05 18 -25,00
2025-03-27 NP IEUS - iShares MSCI Europe Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 840 -11,39 18 -51,35
2025-03-27 NP IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 168 2,23 392 -43,98
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 294 12,64 8 60,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 4 288 300,00 35 61,90
2025-08-28 NP GWX - SPDR(R) S&P(R) International Small Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39 027 293,73 313 62,50
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 299 0,00 8 33,33
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 8 849 0,00 250 29,02
2025-03-31 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 808 -13,79 104 -52,97
2025-03-27 NP IEFA - iShares Core MSCI EAFE ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70 659 -5,39 1 524 -48,11
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 5 092 0,00 144 28,83
2025-04-24 NP SCHC - Schwab International Small-Cap Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20 930 -1,39 475 -34,35
2025-06-26 NP Dfa Investment Trust Co - The Continental Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 391 0,00 434 30,82
2025-03-27 NP IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 760 0,00 211 -45,17
2025-08-28 NP SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 006 308,87 256 68,42
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 389 0,00 237 31,11
2025-06-26 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 969 0,00 84 29,69
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 4 001 -30,81 113 -11,11
2025-05-27 NP Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 858 0,00 17 -11,11
2025-07-29 NP JISAX - International Small Company Fund Class NAV 1 532 23,75 16 -46,43
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 844 0,00 24 27,78
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 1 756 300,00 14 75,00
2025-07-25 NP FNDC - Schwab Fundamental International Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 480 93,85 190 -12,04
2025-08-28 NP SPEU - SPDR(R) Portfolio Europe ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 734 77,85 14 -27,78
2025-03-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 597 0,00 164 -45,30
2025-03-31 NP VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33 471 -13,81 722 -52,75
2025-08-29 NP JAJDX - International Small Company Trust NAV 2 460 300,00 20 58,33
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va International Small Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 998 -43,00 28 -24,32
2025-08-28 NP IBUY - Amplify Online Retail ETF 86 742 152,29 695 3,74
2025-03-27 NP IEUR - iShares Core MSCI Europe ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 983 -5,26 43 -48,78
2025-03-27 NP SCZ - iShares MSCI EAFE Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39 890 -0,04 860 -45,15
2025-03-31 NP VEURX - Vanguard European Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 875 -14,68 429 -53,22
2025-03-31 NP FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 615 -4,88 122 -47,41
2025-03-31 NP FSISX - Fidelity SAI International Small Cap Index Fund 3 385 -4,89 74 -47,86
2025-03-31 NP VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 138 683 -13,83 2 991 -52,72
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 5 712 0,00 161 29,84
Other Listings
DE:ZRE
GB:0RRB 6,36 CHF
US:ZRSEF
CH:DOCM 6,34 CHF
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