Annual secret agencies eyeing the whereabouts of the social security fund (14 shares of   shares); with the annual report have revealed that the market focus of institutional ownership trends to be surfaced. In the fund, venture capital, social security and other institutional investors, the social security fund regarded as the benchmark of value investment has attracted much attention. Securities times and data treasure statistics show that in the current annual report has been published in 95 companies, 84 companies in the top ten tradable shareholders in the presence of institutions. Among them, the proportion of new institutions and holdings accounted for more than 40%. The size of the social security fund is large, and the investment is steady and the hunting time is accurate, and usually has a good record of performance. In the annual report quarterly disclosure season, the social security fund holdings trend is one of the focus of the market. Data treasure statistics, currently 29 companies in the top ten circulation shareholders appear in the social security fund figure. Judging from the current situation, the fourth quarter of the social security fund positions warehouse convertible greater efforts, new stocks 9, holdings of stocks 5. Specifically, the social security fund holdings of 5 shares respectively, country Rui technology, light rhyme, EAST, Beijing culture and the proportion of holdings from Ding long shares, Beijing, the most popular culture. At the end of last year, the social security fund of Beijing culture the list of top ten shareholders, which is the national social security fund 104 combinations and 109 combinations, and in the three quarter of last year at the end of 104, only the combination of figure. The two social security funds total holding 21 million 420 thousand shares, the chain holdings of 155%. In the current exposure of the social security fund ", from the number of holdings, shentianma A, wanwei high and High German infrared to 20 million 250 thousand shares, 20 million shares and 7 million 250 thousand shares ranked among the top three. It is worth mentioning that, garden biology and pilot intelligence in the four quarter to attract two social security funds settled. Such as garden biology, annual data show that 109 of the national social security fund. In second combination and 112 combination and fourth shareholders, holding 3 million shares and 2 million 600 thousand shares, the total stake of 5.88%. From the shareholders of biological garden popular favor institutions, in addition to the social security fund, public offering, private and overseas institutions impressively, review the three quarter, the natural person in the top ten shareholders occupy 8 seats. This year, affected by the rise in vitamin prices, the company’s market performance is more active, the trend against the market rose 13% this year. In January this year, the A share market was cold. After the Spring Festival, A shares withstood the pressure of the peripheral market downturn during the Spring Festival, sending delayed red envelopes to investors. During the market turmoil, the social security fund’s outstanding stock picking ability once again confirmed, with Shanghai refers to the year low of 2638 points, and get rid of the social security fund holdings of stocks, 20 social security fund awkwardness (Xinjin, holdings, holdings unchanged) since January 27th rose an average of 18%, the market performance to win the market. Since the pilot smart since the end of January the disclosure of 2015 annual profit distribution plan for every 10 shares 20 shares 5.5 yuan, the stock price continued to be strong, harvest 4 trading board, since January 27th rose as high as 69%. At present, only 20 shares of Yongxin shares and two shares of high rise holdings are lagging behind the broader market. (Chen Wenbin) &n theory 年报揭秘机构行踪 社保基金盯上这14股(附股)     随着年报陆续披露,市场关注的机构持股动向得以浮出水面。在基金、险资、社保等机构投资者中,被视作价值投资标杆的社保基金备受关注。   证券时报・数据宝统计显示,在目前已经公布年报的95家公司中,84家公司前十大流通股东中出现机构身影。其中,机构新进和增持的公司占比逾四成。   社保基金资金规模较大,加之投资稳健,抄底时间精准,通常拥有良好的业绩记录。每逢年报、季报披露季,社保基金持股动向是市场关注的焦点之一。   数据宝统计,目前29家公司前十大流通股东中出现社保基金身影。从目前情况来看,四季度社保基金调仓换股力度较大,新进个股9只,增持个股5只。   具体来看,社保基金增持的5股分别为国睿科技、光韵达、易事特、北京文化和鼎龙股份,从增持比例看,北京文化最受追捧。去年末,北京文化前十大流通股东名单中出现两家社保基金,分别是全国社保基金一零四组合和一零九组合,而在去年三季末,只有一零四组合的身影。两家社保基金合计持有2142万股,环比增持155%。   在目前曝光的社保基金“新宠”中,从持股数量看,深天马A、皖维高新和高德红外以2025万股、2000万股和725万股跻身前三位。值得一提的是,花园生物和先导智能均在四季度吸引两家社保基金入驻。   比如花园生物,年报数据显示,.全国社保基金一零九组合和一一二组合分列第二和第四大流通股东,持有300万股和260万股,合计持股比例达5.88%。从流通股东构成来看,花园生物颇受机构青睐,除社保基金外,公募、私募、海外机构等赫然在列,回顾三季度,前十大流通股东中自然人占据8个席位。今年以来,受维生素涨价影响,公司市场表现较为活跃,今年逆市上涨13%。   今年1月,A股市场寒气逼人,春节后,A股顶住春节期间外围市场下跌的压力,为投资者送上迟来的红包。市场剧烈震荡期间,社保基金优秀的选股能力再次得到印证,以沪指年内低点2638点算起,并剔除社保基金减持个股,20只社保基金重仓股(新进、增持、持股不变)1月27日以来平均上涨18%,市场表现完胜大盘。   先导智能自1月底披露2015年度利润分配预案为每10股转增20股派5.5元以来,股价持续走强,收获4个涨停板,1月27日以来涨幅高达69%。20股中,目前仅有永新股份和高升控股两股市场表现落后于大盘。(陈文彬)     (本版专题数据由证券时报中心数据库提供,数据来源于上市公司公告,若有出入,请以公告为准。 梁旖旎 制图) 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: