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/ACRS/capital-change-brief"
Use Arkolith's capital_change_brief for ACRS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Deep Track Capital, LP | $35.0M | 9.3M | ▲New +9.3M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $27.8M | 7.4M | ▲+8.8% Added · +602K sh | Q1 2026 | |
| 3 | RA CAPITAL MANAGEMENT, L.P. | $25.5M | 6.8M | ▲New +6.8M sh | Q1 2026 | |
| 4 | Vivo Capital, LLC | $25.0M | 6.7M | ▼−25% Reduced · −2.2M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $19.4M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 6 | Frazier Life Sciences Management, L.P. | $18.5M | 4.9M | ▲New +4.9M sh | Q1 2026 | |
| 7 | Rock Springs Capital Management LP | $16.8M | 4.5M | ▲+0.4% Added · +19K sh | Q1 2026 | |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $14.5M | 3.9M | ▲+15% Added · +500K sh | Q1 2026 | |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | $12.6M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $10.3M | 2.7M | ▼−20% Reduced · −669K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $9.1M | 2.4M | ▲+1.3% Added · +31K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $8.4M | 2.2M | ▲+87% Added · +1.0M sh | Q1 2026 | |
| 13 | STATE STREET CORP | $7.5M | 2.0M | ▲+33% Added · +502K sh | Q1 2026 | |
| 14 | Kalehua Capital Management LLC | $6.9M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 15 | BRAIDWELL LP | $6.4M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.2M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 17 | Palo Alto Investors LP | $6.1M | 1.6M | ▲+3.0% Added · +47K sh | Q1 2026 | |
| 18 | Woodline Partners LP | $5.6M | 1.5M | ▲+100% Added · +744K sh | Q1 2026 | |
| 19 | Connor, Clark & Lunn Investment Management Ltd. | $5.3M | 1.4M | ▼−1.1% Reduced · −16K sh | Q1 2026 | |
| 20 | DEUTSCHE BANK AG\ | $3.7M | 998K | ▲+1.1% Added · +10K sh | Q1 2026 | |
| 21 | D. E. Shaw & Co., Inc. | $3.4M | 901K | ▼−57% Reduced · −1.2M sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $2.8M | 756K | ▼−28% Reduced · −297K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $2.7M | 728K | ▲+9.6% Added · +64K sh | Q1 2026 | |
| 24 | MARSHALL WACE, LLP | $2.7M | 713K | ▲+47% Added · +227K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $2.4M | 629K | ▲New +629K sh | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Mehra Anand | Director | Option exercise (M) | 12K | — |
| Jun 5, 2026 | Mehra Anand | Director | Option exercise (M) | 12K | $0 |
| Jun 5, 2026 | SCHIFF ANDREW N | Director | Option exercise (M) | 12K | — |
| Jun 5, 2026 | SCHIFF ANDREW N | Director | Option exercise (M) | 12K | $0 |
| Jun 5, 2026 | Humphries William D. | Director | Option exercise (M) | 12K | — |
| Jun 5, 2026 | Humphries William D. | Director | Option exercise (M) | 12K | $0 |
| Jun 5, 2026 | Molineaux Christopher P. | Director | Option exercise (M) | 12K | — |
| Jun 5, 2026 | Molineaux Christopher P. | Director | Option exercise (M) | 12K | $0 |
| Jun 5, 2026 | MILANO VINCENT | Director | Option exercise (M) | 12K | — |
| Jun 5, 2026 | MILANO VINCENT | Director | Option exercise (M) | 12K | $0 |
| Jun 5, 2026 | GOWEN MAXINE | Director | Option exercise (M) | 12K | — |
| Jun 5, 2026 | GOWEN MAXINE | Director | Option exercise (M) | 12K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 37 funds | $4.6B |
| UNITEDHEALTH GROUP INCUNH | 37 funds | $2.2B |
| BOSTON SCIENTIFIC CORPBSX | 37 funds | $1.8B |
| MICROSOFT CORPMSFT | 36 funds | $15.5B |
| AMAZON.COM INCAMZN | 36 funds | $13.1B |
| BROADCOM INCAVGO | 36 funds | $9.4B |
| ADVANCED MICRO DEVICESAMD | 36 funds | $2.5B |
| ORACLE CORPORCL | 36 funds | $1.8B |
| LINDE PLCLIN | 36 funds | $1.4B |
| REGENERON PHARMACEUTICALSREGN | 36 funds | $804.6M |
| ALPHABET INC-CL AGOOGL | 35 funds | $10.3B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $7.5B |
Ranked by how many of ACRS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ACRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.