| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Redmile Group, LLC | $58.0M | 15.5M | ▼−1.3% Reduced · −196K sh | Q1 2026 | |
| 2 | TCG Crossover Management, LLC | $42.7M | 11.4M | —Held | Q1 2026 | |
| 3 | Prosight Management, LP | $31.1M | 8.3M | ▼−2.1% Reduced · −177K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $23.4M | 6.3M | ▲+15% Added · +823K sh | Q1 2026 | |
| 5 | EVENTIDE ASSET MANAGEMENT, LLC | $21.4M | 5.7M | ▲+69% Added · +2.3M sh | Q1 2026 | |
| 6 | Nantahala Capital Management, LLC | $21.0M | 5.6M | ▲+2.2% Added · +122K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $14.3M | 3.8M | ▲+1.1% Added · +43K sh | Q1 2026 | |
| 8 | Point72 Asset Management, L.P. | $12.7M | 3.4M | ▼−33% Reduced · −1.6M sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $11.7M | 3.1M | ▲+850% Added · +2.8M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $6.2M | 1.7M | ▲+0.7% Added · +12K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $5.9M | 1.6M | ▲+11% Added · +159K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $5.0M | 1.3M | ▲+2.0% Added · +26K sh | Q1 2026 | |
| 13 | ORBIMED ADVISORS LLC | $4.9M | 1.3M | ▼−77% Reduced · −4.5M sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $4.5M | 1.2M | ▲+21% Added · +207K sh | Q1 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.9M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $3.2M | 860K | ▲+3.6% Added · +30K sh | Q1 2026 | |
| 17 | PANAGORA ASSET MANAGEMENT INC | $2.6M | 691K | ▲+16% Added · +97K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $2.5M | 668K | ▲+459% Added · +549K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $2.1M | 552K | ▲+26% Added · +115K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $1.8M | 489K | ▲+3.7% Added · +17K sh | Q1 2026 | |
| 21 | UBS Group AG | $1.7M | 459K | ▲+113% Added · +244K sh | Q1 2026 | |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP | $1.5M | 419K | —Held | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $1.5M | 400K | ▲+34% Added · +102K sh | Q1 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $1.1M | 299K | ▲New +299K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $985K | 263K | ▼−18% Reduced · −57K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 33 funds | $2.9B |
| BOSTON SCIENTIFIC CORPBSX | 33 funds | $1.0B |
| BROADCOM INCAVGO | 32 funds | $5.8B |
| MICRON TECHNOLOGY INCMU | 32 funds | $2.9B |
| INTUITIVE SURGICAL INCISRG | 32 funds | $1.5B |
| ADVANCED MICRO DEVICESAMD | 32 funds | $1.3B |
| THERMO FISHER SCIENTIFIC INCTMO | 32 funds | $1.2B |
| GILEAD SCIENCES INCGILD | 32 funds | $1.1B |
| LINDE PLCLIN | 32 funds | $688.6M |
| ELEVANCE HEALTH INCELV | 32 funds | $646.4M |
| CADENCE DESIGN SYS INCCDNS | 32 funds | $523.9M |
| STRYKER CORPSYK | 32 funds | $426.9M |
Ranked by how many of ADCT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 2, 2026 | Redmile Group, LLC | 10% Owner | Sell (S) | 2.6M | $8.6M |
| Apr 2, 2026 | Redmile Group, LLC | 10% Owner | Sell (S) | 2.5M | $8.3M |
| Apr 1, 2026 | Redmile Group, LLC | 10% Owner | Sell (S) | 169K | $643K |
| Apr 1, 2026 | Redmile Group, LLC | 10% Owner | Sell (S) | 163K | $617K |
| Mar 31, 2026 | Redmile Group, LLC | 10% Owner | Sell (S) | 196K | $736K |
| Mar 31, 2026 | Redmile Group, LLC | 10% Owner | Sell (S) | 188K | $707K |
| Dec 11, 2024 | Green Jeremy | 10% Owner | Buy (P) | 50K | $114K |
| Dec 11, 2024 | Green Jeremy | 10% Owner | Buy (P) | 50K | $114K |
| Dec 11, 2024 | Green Jeremy | 10% Owner | Buy (P) | 50K | $191K |
| Dec 11, 2024 | Green Jeremy | 10% Owner | Buy (P) | 50K | $191K |
| Dec 4, 2024 | RedCo II Master Fund, L.P. | 10% Owner | Sell (S) | 25K | $52K |
| Jul 1, 2024 | RedCo II Master Fund, L.P. | 10% Owner | Buy (P) | 400K | $1.1M |
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/ADCT/capital-change-brief"
Use Arkolith's capital_change_brief for ADCT. 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 ADCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.