Among active 13F managers last quarter, 14 opened and 9 added, while 10 reduced; the largest holder to move was Marshall Wace, LLP (+369%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
89 tracked 13F filers disclose a position in AGEN as of the latest SEC 13F filings, a combined $40.0M 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 | BlackRock, Inc. | 2.6M | $7.8M | ▲+370% Added · +2.0M sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 1.7M | $5.1M | ▲+16% Added · +236K sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 1.4M | $4.4M | ▲+19% Added · +232K sh | Q2 2026 | |
| 4 | Siren, L.L.C. | 1.1M | $3.3M | —Held | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 1.0M | $3.2M | ▲+197% Added · +687K sh | Q2 2026 | |
| 6 | Marshall Wace, LLP | 688K | $2.3M | ▲+369% Added · +541K sh | Q1 2026 | |
| 7 | Globeflex Capital L P | 419K | $1.3M | ▲New +419K sh | Q2 2026 | |
| 8 | State Street Corp | 412K | $1.3M | ▲+164% Added · +256K sh | Q2 2026 | |
| 9 | Man Group plc | 340K | $1.0M | ▲+22% Added · +61K sh | Q2 2026 | |
| 10 | Connor, Clark & Lunn Investment Management Ltd. | 310K | $949K | ▲+56% Added · +112K sh | Q2 2026 | |
| 11 | Morgan Stanley | 296K | $988K | ▲+3.7% Added · +11K sh | Q1 2026 | |
| 12 | Renaissance Technologies LLC | 286K | $954K | ▼−47% Reduced · −258K sh | Q1 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 272K | $831K | ▲+35% Added · +71K sh | Q2 2026 | |
| 14 | Raymond James Financial Inc | 240K | $800K | ▲+69% Added · +98K sh | Q1 2026 | |
| 15 | UBS Group AG | 234K | $783K | ▲+97% Added · +116K sh | Q1 2026 | |
| 16 | Panagora Asset Management Inc | 180K | $550K | ▲+10% Added · +16K sh | Q2 2026 | |
| 17 | Two Sigma Investments, LP | 171K | $571K | ▲+46% Added · +54K sh | Q1 2026 | |
| 18 | Jump Financial, LLC | 157K | $525K | ▼−7.8% Reduced · −13K sh | Q1 2026 | |
| 19 | Bank Of America Corp | 119K | $397K | ▲+797% Added · +106K sh | Q1 2026 | |
| 20 | Northern Trust Corp | 90K | $300K | ▲+0.1% Added · +134 sh | Q1 2026 | |
| 21 | Barclays PLC | 59K | $198K | ▲+28% Added · +13K sh | Q1 2026 | |
| 22 | Susquehanna International Group, LLP | 58K | $193K | ▼−75% Reduced · −176K sh | Q1 2026 | |
| 23 | Price T Rowe Associates Inc | 58K | $177K | ▲+135% Added · +33K sh | Q2 2026 | |
| 24 | Canada Pension Plan Investment Board | 52K | $173K | ▼−22% Reduced · −14K sh | Q1 2026 | |
| 25 | Millennium Management LLC | 43K | $145K | ▼−81% Reduced · −182K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 14 funds opened a new position in AGEN and 9 added to an existing one, while 10 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 |
|---|---|---|
| Nvidia CorpNVDA | 41 funds | $133.8B |
| Alphabet Inc-CL AGOOGL | 40 funds | $61.8B |
| Eli Lilly & CoLLY | 40 funds | $28.3B |
| Apple IncAAPL | 39 funds | $95.0B |
| Microsoft CorpMSFT | 39 funds | $71.7B |
| Amazon.com IncAMZN | 39 funds | $54.1B |
| Broadcom IncAVGO | 39 funds | $53.7B |
| Advanced Micro DevicesAMD | 39 funds | $29.7B |
| Micron Technology IncMU | 39 funds | $27.1B |
| Tesla IncTSLA | 39 funds | $25.3B |
| Lam Research CorpLRCX | 39 funds | $16.8B |
| Cisco Systems IncCSCO | 39 funds | $10.0B |
Ranked by how many of AGEN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGEN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 15, 2024 | Armen Garo H | See Remarks, Director | Buy (P) | 500K | $325K |
| Nov 15, 2023 | Wiinberg Ulf | Director | Buy (P) | 25K | $19K |
| Jan 6, 2022 | O'Day Steven J | Chief Medical Officer | Sell (S) | 39K | $118K |
| Sep 13, 2021 | Armen Garo H | Chairman and CEO, Director | Sell (S) | 82K | $534K |
| Sep 10, 2021 | Klaskin Christine M | PFO & PAO | Sell (S) | 11K | $72K |
| Jun 17, 2020 | Incyte Corp | 10% Owner | Sell (S) | 142K | $519K |
| Jun 16, 2020 | Incyte Corp | 10% Owner | Sell (S) | 72K | $264K |
| Jun 15, 2020 | Incyte Corp | 10% Owner | Sell (S) | 384K | $1.4M |
| Jun 12, 2020 | Incyte Corp | 10% Owner | Sell (S) | 9K | $33K |
| Jun 11, 2020 | Incyte Corp | 10% Owner | Sell (S) | 184K | $693K |
| Dec 12, 2017 | Klaskin Christine M | VP, Finance | Sell (S) | 6K | $19K |
| Dec 12, 2017 | Valentine Karen | Chief Legal Officer | Sell (S) | 8K | $29K |
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 | 26 | 22 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 AGEN
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/AGEN/capital-change-brief"
Use Arkolith's capital_change_brief for AGEN. 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 AGEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.