百亿基金经理最新调仓：杨宗昌增持颀中科技，葛兰减仓恒瑞医药

澎湃新闻09-08 20:52

随着近期上市公司回购公告的密集披露，易方达基金杨宗昌、易方达基金陈皓、兴证全球基金杨世进、景顺长城基金农冰立、中欧基金葛兰、博道基金杨梦等十多位百亿基金经理的最新调仓路径曝光。　　整体来看，部分基金经理在ST绝味、崇达技术、颀中科技等标的上选择加仓或新进；与此同时，恒瑞医药、佰维存储等个股则遭阶段性减持。　　具体来看，ST绝味（603517.SH）9月2日披露的前十大股东名单显示，截至8月31日，...

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adjustments by fund managers with assets exceeding 10 billion yuan: Yang Zongchang increases holdings in Qizhong Technology, Ge Lan reduces holdings in Hengrui Medicine.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600276":1.5,"688352":1.5,"01276":1.5},"content_text":"随着近期上市公司回购公告的密集披露，易方达基金杨宗昌、易方达基金陈皓、兴证全球基金杨世进、景顺长城基金农冰立、中欧基金葛兰、博道基金杨梦等十多位百亿基金经理的最新调仓路径曝光。　　整体来看，部分基金经理在ST绝味、崇达技术、颀中科技等标的上选择加仓或新进；与此同时，恒瑞医药、佰维存储等个股则遭阶段性减持。　　具体来看，ST绝味（603517.SH）9月2日披露的前十大股东名单显示，截至8月31日，兴证全球基金杨世进管理的兴全合丰三年持有、易方达基金陈皓管理的易方达科翔，分别持有399.99万股、330.33万股，位列第九、第十大股东。其中，易方达科翔在上半年重新建仓该股后，三季度以来继续增持107.34万股；兴全合丰三年持有也增持近100万股。　　同样在9月2日，崇达技术（002815.SZ）披露的股东名单透露出更明显的“回流”信号。华商基金余懿管理的华商甄选回报、华商品质价值近两个月分别增持244.86万股、121.09万股；易方达基金刘健维管理的易方达科讯则以596.31万股新晋前十大流通股东。值得一提的是，易方达科讯上一次持有崇达技术还要追溯至2016年末，此次是时隔近十年重新买回。　　在增持与新进名单中，集成电路高端先进封装测试服务商——颀中科技（688352.SH）也较受关注。截至8月14日，易方达基金杨宗昌管理的易方达供给改革持有688.51万股，较二季度末增持413.04万股，成为第三大股东。截至8月20日，兴森科技（002436.SZ）则获摩根士丹利基金雷志勇管理的大摩数字经济新进846.43万股，景顺长城基金农冰立管理的景顺长城品质长青同期增持91.96万股。　　小盘成长方向，博道基金多只产品出现集中加仓。截至8月27日，博道基金杨梦管理的博道成长智航以76.50万股新晋唐源电气（300789.SZ）的前十大流通股东，较二季度末的25.99万股增加约50万股。　　截至8月24日，博道基金刘玮明管理的博道久航，以及杨梦管理的博道星航、博道远航、博道成长智航，这四只产品同步新晋世龙实业（002748.SZ）的前十大流通股东，持股均超过98万股。　　据北摩高科（002985.SZ）8月28日披露的前十大流通股东名单，截至8月25日，兴证全球基金杨世进管理的兴全多维价值，位列第四大股东，持股数量为266.67万股，较二季度末增持了35.86万股。　　有加仓也有减持。据恒瑞医药（600276.SH）8月26日披露的前十大流通股东名单，截至8月19日，中欧基金葛兰管理的中欧医疗健康，位列第八大股东，持股数量为4548.75万股，较二季度末时减持143.16万股。　　据佰维存储（688525.SH）8月22日披露的前十大流通股东名单，截至8月20日，永赢基金张海啸管理的永赢先锋半导体智选，位列第八大股东，持股数量为350万股，较二季度末时减持100万股。　　另据江苏雷利（300660.SZ）9月1日披露的前十大流通股东名单，截至8月28日，华商基金胡中原管理的华商润丰、华商元亨持股数量分别为379.93万股、126.05万股，较此前二季度末分别减持了21.39万股、7.66万股。　　此外，部分产品选择退出前十大流通股东名单。例如，余懿管理的华商远见价值退出崇达技术前十大流通股东，景顺长城基金张仲维管理的景顺长城优质成长、大成基金郭玮羚管理的大成科技创新则退出兴森科技前十大流通股东。这也就意味着，在阶段涨幅或基本面变化下，基金经理的取舍出现分化。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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