SUM - 서머셋 그룹 홀딩스 리미티드 주식 - 주가, 기관 투자자, 주주 (NZSE)

서머셋 그룹 홀딩스 리미티드
NZ ˙ NZSE ˙ NZSUME0001S0
NZ$12.13 ↓ -0.02 (-0.16%)
2025-12-08
주가
기본 통계
기관 투자가 46 total, 46 long only, 0 short only, 0 long/short - change of -2.13% MRQ
주가 12.13
평균 포트폴리오 배분 0.0934 % - change of 2.82% MRQ
발행 주식수 shares (source: Capital IQ)
기관 지분(롱) 12,083,300 - 4.99% (ex 13D/G) - change of -0.14MM shares -1.18% MRQ
기관 가치(롱) $ 81,417 USD ($1000)
기관 투자가와 주주

Summerset Group Holdings Limited (NZ:SUM)은/는 46 13D/G 또는 13F 양식을 증권거래위원회(SEC: Securities Exchange Commission)에 제출한 기관 투자가와 주주로 구성되어 있습니다. 이 기관들은 전체 12,083,300 주식을 보유 중입니다. 최신 주주들은 VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, DFIEX - International Core Equity Portfolio - Institutional Class, TEMGX - Templeton Global Smaller Companies Fund Class A, Dfa Investment Trust Co - The Asia Pacific Small Company Series, VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares, VIAAX - Vanguard International Dividend Appreciation Index Fund Admiral Shares, SCHC - Schwab International Small-Cap Equity ETF, VPACX - Vanguard Pacific Stock Index Fund Investor Shares, and DFIC - Dimensional International Core Equity 2 ETF .

Summerset Group Holdings Limited (NZSE:SUM) 기관 투자가의 구조는 기관과 기금에 의한 기업의 현재 및 최근 포지션 크기의 변화를 보여줍니다. 주요 주주에는 개인 투자자, 뮤추얼 펀드, 헤지펀드 또는 기관들로 구성될 수 있습니다. 스케줄 13D는 투자자가 기업의 지분을 5% 이상 보유(또는 보유된)하고 있으며, 사업 전략의 변화를 적극적으로 추구할 의도(또는 의도된)가 있음을 나타냅니다. 스케줄 13G는 5% 이상의 수동적 투자를 의미합니다.

The share price as of December 8, 2025 is 12.13 / share. Previously, on December 9, 2024, the share price was 12.72 / share. This represents a decline of 4.64% over that period.

NZ:SUM / Summerset Group Holdings Limited Institutional Ownership
펀드 센티멘트 점수

펀드 센티멘트 점수(다른 말로, 주주 누계 점수)는 펀드가 가장 많이 사들인 주식을 채점합니다. 가장 높은의 기관 누계 값을 가진 기업들을 식별하는 정교한 복합적인 지수 퀀트(Multi-factor quantitative) 모델의 결과 값입니다. 스코어링점 모델(Scoring model)은 공시된 주주의 총 증가, 해당 주주의 포트폴리오 배분(Allocation) 변경, 기타 지표를 조합하여 사용합니다. 점수는 0에서 100 사이이며, 점수가 높을수록 피어(Peer: 동종업계 경쟁기업)에 대한 누적도가 더 높음을 나타내며, 50이 평균입니다.

업데이트 주기: 일별

최상위 기업 목록을 확인할 수 있는 주주 탐색기(Ownership Explore)를 참조하시기 바랍니다.

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13F 및 NPORT 보고서

13F 보고서(Filings)에 대한 자세한 내용은 무료입니다. NP 제출 보고서에 대한 세부 정보는 프리미엄 회원 자격이 필요합니다. 녹색 줄은 새로운 포지션을 나타냅니다. 빨강색 줄은 마감된 포지션을 나타냅니다. 전체 거래 내역을 보려면 링크 아이콘을 클릭하세요.

유료로 제공되는 프리미엄 데이터, 엑셀 저장 기능 서비스를 원하시면 업그레이드하세요. .

보고일 출처 투자자 유형 평균 가격
(추정치)		 지분 Δ 지분
율(%)		 보고된
가치
($1,000)		 Δ 가치
율(%)		 Port 배분
율(%)
2025-09-25 NP DFSI - 차원적 국제 지속가능성 핵심 1 ETF 10,987 3.23 74 8.82
2025-07-29 NP VSGX - Vanguard ESG 국제 주식 ETF ETF 주식 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 43,015 0.00 284 -4.71
2025-09-25 NP VPACX - Vanguard Pacific 주가 지수 펀드 투자자 주식 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 254,151 -7.93 1,711 -3.11
2025-09-25 NP DFAI - 차원적 국제 핵심 주식 시장 ETF 109,602 15.33 740 21.75
2025-09-25 NP VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund 기관 주식 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 698,043 -5.75 4,700 -0.82
2025-09-25 NP VGTSX - Vanguard 총 국제 주가 지수 펀드 투자자 주식 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 3,096,870 -5.27 20,852 -0.33
2025-08-28 NP GWX - SPDR(R) S&P(R) 국제 소형주 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 82,327 -1.57 562 5.64
2025-09-25 NP DADIX - Dimensional World ex US 지속 가능성 목표 가치 포트폴리오 기관 클래스 7,388 50
2025-08-27 NP ALLIANZ 변액 보험 상품 신탁 - AZL DFA 국제 핵심 주식 펀드 9,223 0.00 63 6.78
2025-08-26 NP ISVL - iShares International은 Small Cap Value Factor ETF를 개발했습니다. 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 12,456 14.28 85 23.19
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - 국제 벡터 주식 포트폴리오 주식 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 174,125 12.57 1,172 18.50
2025-09-25 NP DFIEX - 국제 핵심 주식 포트폴리오 - 기관 클래스 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 1,065,886 0.00 7,177 5.22
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - 세계 전 미국 핵심 주식 포트폴리오 기관 클래스 주식 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 96,000 0.00 646 5.21
2025-07-25 NP SCHC - Schwab 국제 소형주 주식 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 420,126 -2.85 2,772 -7.32
2025-09-24 NP EAISX - 파라메트릭 국제 주식 펀드 투자자 클래스 7,000 0.00 47 6.82
2025-08-15 NP MBEQX - M 국제 주식 펀드 6,874 0.00 47 9.30
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - 국제 소형주 성장 포트폴리오 기관 클래스 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 8,349 0.00 56 5.66
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va 국제 소규모 포트폴리오 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 16,594 0.00 112 4.72
2025-09-25 NP DFALX - 대형주 국제 포트폴리오 - 기관 클래스 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 22,395 0.00 151 4.90
2025-09-25 NP DFIC - 차원 국제 핵심 주식 2 ETF 240,300 3.34 1,621 9.01
2025-09-25 NP DISVX - Dfa International Small Cap Value Portfolio - 기관 등급 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 98,347 0.00 662 5.25
2025-08-27 NP JNL 시리즈 신탁 - JNL/DFA 국제 핵심 주식 펀드(I) 13,876 0.00 95 7.95
2025-09-25 NP DFIS - 차원 국제 소형주 ETF 187,188 13.74 1,263 20.06
2025-08-27 NP VTMGX - Vanguard 선진 시장 지수 펀드 Admiral 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 1,935,572 -5.87 13,269 0.74
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - 국제 지속 가능성 핵심 1 포트폴리오 주식 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 55,513 0.00 374 5.07
2025-09-25 NP DXIV - Dimensional International Vector Equity ETF 5,092 141.90 34 161.54
2025-08-06 NP 링컨 변액 보험 상품 신탁 - LVIP Dimensional International Core Equity Fund Standard Class 21,029 0.00 144 7.46
2025-07-25 NP TEMGX - Templeton 글로벌 소규모 회사 펀드 클래스 A 1,045,221 30.50 6,892 24.54
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Dimensional International 소규모 회사 포트폴리오 클래스 A 21,771 0.00 149 7.19
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - 국제 사회 핵심 자산 포트폴리오 기관 클래스 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 59,466 0.00 400 5.26
2025-09-25 NP DFIV - 차원적 국제 가치 ETF 72,607 0.00 490 5.39
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF 주식 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 139,748 0.00 941 5.15
2025-09-25 NP TLTD - FlexShares Morningstar 개발 시장(미국 제외) 팩터 틸트 인덱스 펀드 This fund is a listed as child fund of Northern Trust 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 2,592 0.00 17 6.25
2025-08-26 NP TFSCX - 외국 중소기업 시리즈 자문 클래스 151,857 -17.52 1,041 -11.70
2025-09-25 NP DFAX - 미국 핵심 자산 2를 제외한 Dimensional World ETF 181,407 0.00 1,224 5.52
2025-08-29 NP SA 펀드 투자 신탁 - SA International Value Fund 11,643 0.00 80 6.76
2025-07-29 NP JISAX - 국제 중소기업 펀드 클래스 NAV 8,725 -25.15 58 -28.75
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va 국제 가치 포트폴리오 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 21,968 0.00 148 5.00
2025-09-25 NP Dfa Investment Trust Co - 아시아 태평양 소규모 회사 시리즈 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 966,130 2.45 6,505 7.81
2025-09-25 NP VIAAX - Vanguard 국제 배당금 감사 지수 펀드 Admiral 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 433,022 6.02 2,916 11.56
2025-08-26 NP IGRO - iShares 국제 배당 성장 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 38,502 6.30 264 13.36
2025-07-28 NP AVDS - Avantis International Small Cap Equity ETF 22,691 80.92 150 73.26
2025-09-25 NP DISV - 차원 국제 소형주 가치 ETF 12,267 6.05 83 12.33
2025-08-29 NP JAJDX - 국제 중소기업 신탁 NAV 5,502 1.18 38 8.82
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex US 목표 가치 포트폴리오 기관 클래스 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 33,711 0.00 227 5.12
2025-09-25 NP Dfa Investment Trust Co - Dfa 국제 가치 시리즈 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 156,142 -11.02 1,051 -6.33
Other Listings
AU:SNZ AU$11.09
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