据统计，三季度社保基金、保险资金“强强联合”一齐增仓或新进了26只个股。从社保、险资合计增仓股数看，保利地产被两大机构合计增仓16481万股位列首位，预估耗资高达17.61亿元(预估耗资以三季度平均成交价*增仓股份，增仓股份=三季报持股-中期持股，其中新进股份等同于增仓股份)。另外万科A 、南方航空、新希望、国投新集、芜湖港等个股增仓力度也较为强劲，值得注意的是海格通信、鲁西化工、美克股份等9只个股均为社保、险资三季度新进前十大个股。从预估耗资的角度上看，有17只个股耗资额超过亿元，保利地产、万科A、上海医药等位居前列。另外从市场表现看，奥飞动漫、围海股份、四方股份、光明乳业、天坛生物10月以来涨幅均超过10%，跌幅榜上鲁商置业10月以来跌超16.9%位居跌幅榜首位。
三季度社保险资齐加仓个股代码简称社保增仓(万股)险资增仓(万股)预估耗资(%)三季报净利(万元)同比增减(%)10月以来涨跌(%)002292奥飞动漫14.99442.039104.698996.9815.4127.63002586围海股份54.9976.173801.233008.0345.4821.30601126四方股份989.81101.6523120.339253.0831.0013.27600597光明乳业1008.642.509283.0616036.8021.2011.98600161天坛生物59.45110.003125.4521607.3017.5110.48601918国投新集1885.49163.5424921.20102974.004.448.95002465海格通信37.3166.263122.2212231.82-9.108.29002267陕天然气986.78352.8424979.0835069.1211.466.92000876新希望1170.801094.1145901.8285996.07108.265.35600575芜湖港798.051314.5020985.7425389.042702.375.21000830鲁西化工459.991409.0113090.5632077.86121.674.53600048保利地产13182.003299.99176145.65346654.2151.334.32600337美克股份503.53600.0013842.3113276.16118.604.05000002万科A645.977600.8367983.73358391.029.533.87002595豪迈科技400.00149.9915165.7216259.6817.652.96000680山推股份399.99389.4012505.1250291.76-27.422.08002541鸿路构22.0444.512604.1712817.5440.461.71002043兔宝宝157.8392.672396.913160.6331.091.67002158汉钟精机114.98295.989420.3810465.497.001.54601607上海医药50.001545.4025474.26171302.2745.450.21002057中钢天源115.43100.334291.611167.3720.77-3.71600741华域汽车93.631726.8119567.94229131.0920.28-3.90600029南方航空60.002217.4517958.00588700.0015.05-4.05002032苏泊尔78.68448.6512027.3835254.6822.49-8.12600563法拉电子224.97650.1720562.2322081.4528.86-8.88600223鲁商置业692.04678.4910727.156139.61-36.76-16.92
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