Sector rotation

Health Care

−$4.1B

high-conviction flow OUT · rank #7/11

Across 3704 funds with a position change, 2140 added / 1564 trimmed Health Care this quarter. The names and managers driving it are below.

Quarter ended 2026-06-30SEC EDGAR 13F · 2026-06-30

13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-06-30 and were broadly public by ~2026-08-14. This is where money WAS, not where it is now.

net flow

−$4.1B

breadth

58% adding

changed funds

3,704

High-conviction filers are buying

8 names · conviction-weighted net flow

ASNDASCENDIS PHARMA A/S

KLRAKAILERA THERAPEUTICS INC

25↑/0↓

+$826.8M 4

BDXBECTON DICKINSON AND CO

High-conviction filers are selling

4 names · conviction-weighted net flow

CNTACENTESSA PHARMACEUTICALS-ADR

0↑/52↓

−$1.1B 2

BSXBOSTON SCIENTIFIC CORP

ISRGINTUITIVE SURGICAL INC

516↑/525↓

−$448.3M

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Funds driving the rotation

Highest conviction-weighted net flow by fund

Buying in

CITADEL ADVISORS LLCFQS 49

+$1.2B

WESTFIELD CAPITAL MANAGEMENT CO LPFQS 57

+$1.1B

Avoro Capital Advisors LLCFQS 77

+$1.1B

GREENHAVEN ASSOCIATES INCFQS 84

+$1.0B

Polar Capital Holdings PlcFQS 61

+$702.3M

Bain Capital Life Sciences Investors, LLCFQS 94

+$422.2M

Selling out

PARNASSUS INVESTMENTS, LLCFQS 54

−$511.5M

Medicxi Ventures Management (Jersey) LtdFQS 50

−$403.9M

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Your agent can pull this. Same sector rotation, sourced and caveated, via MCP or REST.

{ }capital_rotation · API & MCP

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.