Among active 13F managers last quarter, 6 opened and 9 added, while 7 reduced; the largest holder to move was Ra Capital Management, L.P. (−21%). Over the last 180 days, 1 insider sold and none bought, a net -$675K in open-market trades.
The legs disagree, or only one of them leans.
47 tracked 13F filers disclose a position in ACET as of the latest SEC 13F filings, a combined $43.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ra Capital Management, L.P. | 933K | $8.1M | ▼−21% Reduced · −250K sh | Q2 2026 | |
| 2 | Orbimed Advisors LLC | 845K | $7.3M | ▼−18% Reduced · −183K sh | Q2 2026 | |
| 3 | Franklin Templeton Inc | 627K | $4.3M | —Held | Q1 2026 | |
| 4 | Citadel Advisors LLC | 433K | $3.7M | ▲+13% Added · +51K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 343K | $3.0M | ▲+2.0% Added · +7K sh | Q2 2026 | |
| 6 | Adage Capital Partners GP, L.L.C. | 274K | $1.9M | —Held | Q1 2026 | |
| 7 | Stonepine Capital Management, LLC | 246K | $2.1M | ▲+11% Added · +24K sh | Q2 2026 | |
| 8 | Renaissance Technologies LLC | 233K | $1.6M | ▼−4.3% Reduced · −10K sh | Q1 2026 | |
| 9 | Alyeska Investment Group, L.P. | 204K | $1.8M | —Held | Q2 2026 | |
| 10 | Schonfeld Strategic Advisors LLC | 196K | $1.7M | ▲New +196K sh | Q2 2026 | |
| 11 | Geode Capital Management, LLC | 96K | $827K | ▼−5.4% Reduced · −6K sh | Q2 2026 | |
| 12 | DAFNA Capital Management LLC | 94K | $811K | —Held | Q2 2026 | |
| 13 | Bridgeway Capital Management, LLC | 86K | $743K | ▲Added Added · +86K sh | Q2 2026 | |
| 14 | Trexquant Investment LP | 78K | $674K | ▲+79% Added · +34K sh | Q2 2026 | |
| 15 | BlackRock, Inc. | 62K | $537K | ▲+70% Added · +26K sh | Q2 2026 | |
| 16 | Regeneron Pharmaceuticals, Inc. | 61K | $523K | ▲New +61K sh | Q2 2026 | |
| 17 | ADAR1 Capital Management, LLC | 54K | $367K | ▼−58% Reduced · −75K sh | Q1 2026 | |
| 18 | Rangeley Capital, LLC | 51K | $440K | ▼−9.1% Reduced · −5K sh | Q2 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 51K | $438K | ▲+0.7% Added · +336 sh | Q2 2026 | |
| 20 | Two Sigma Investments, LP | 43K | $294K | ▼−70% Reduced · −102K sh | Q1 2026 | |
| 21 | UBS Group AG | 38K | $261K | ▲10× Added · +35K sh | Q1 2026 | |
| 22 | Jane Street Group, LLC | 37K | $253K | ▲New +37K sh | Q1 2026 | |
| 23 | State Street Corp | 36K | $313K | —Held | Q2 2026 | |
| 24 | Quadrature Capital Ltd | 36K | $313K | ▲New +36K sh | Q2 2026 | |
| 25 | Barclays PLC | 25K | $170K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in ACET and 9 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Eli Lilly & CoLLY | 20 funds | $7.1B |
| Nvidia CorpNVDA | 18 funds | $28.9B |
| Microsoft CorpMSFT | 18 funds | $20.8B |
| Alphabet Inc-CL AGOOGL | 18 funds | $15.9B |
| JPMorgan Chase & CoJPM | 18 funds | $7.7B |
| Bank Of America CorpBAC | 18 funds | $4.7B |
| Advanced Micro DevicesAMD | 18 funds | $3.5B |
| Unitedhealth Group IncUNH | 18 funds | $3.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 18 funds | $3.2B |
| Seagate Technology HoldingsSTX | 18 funds | $3.1B |
| Intuitive Surgical IncISRG | 18 funds | $2.8B |
| Boston Scientific CorpBSX | 18 funds | $2.7B |
Ranked by how many of ACET's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ACET.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 8, 2026 | Orbimed Advisors Llc | 10% Owner | Sell (S) 2 lots, same day | 73K | $468K |
| Apr 7, 2026 | Orbimed Advisors Llc | 10% Owner | Sell (S) 2 lots, same day | 32K | $207K |
| Feb 20, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 75K | $543K |
| Feb 19, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 74K | $535K |
| Feb 18, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 75K | $525K |
| Oct 8, 2025 | Orbimed Advisors Llc | 10% Owner | Buy (P) 2 lots, same day | 5.0M | $5.0M |
| Jun 5, 2024 | Kauffman Michael | Director | Sell (S) | 6K | $8K |
| Jan 25, 2024 | OrbiMed Advisors Israel II Ltd | Director, 10% Owner | Buy (P) 3 lots, same day | 3.1M | $7.5M |
| Jan 25, 2024 | Gordon Carl L | Director, 10% Owner | Buy (P) 3 lots, same day | 3.1M | $7.5M |
| Oct 2, 2023 | Schor Chen | President & CEO, Director | Buy (P) | 6K | $7K |
| Sep 29, 2023 | Schor Chen | President & CEO, Director | Sell (S) | 6K | $7K |
| Sep 28, 2023 | Schor Chen | President & CEO, Director | Buy (P) | 6K | $8K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 17 | 10 | – |
Insiders Form 4 open-market | 0 | 1 | -$675K |
US House STOCK Act trades | 0 | 0 | $0 |
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.
Connected entities for ACET
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ACET/capital-change-brief"
Use Arkolith's capital_change_brief for ACET. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ACET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.