Among active 13F managers last quarter, 24 opened and 4 added, while 3 reduced; the largest holder to move was Cormorant Asset Management, LP (+37%). Over the last 180 days, 2 insiders sold and none bought, a net -$165K in open-market trades.
The legs disagree, or only one of them leans.
39 tracked 13F filers disclose a position in ANL as of the latest SEC 13F filings, a combined $252.7M 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 | Cormorant Asset Management, LP | 4.0M | $45.7M | ▲+37% Added · +1.1M sh | Q2 2026 | |
| 2 | Venrock Adviser, LLC | 3.2M | $36.9M | —Held | Q2 2026 | |
| 3 | Point72 Asset Management, L.P. | 2.1M | $24.6M | ▲New +2.1M sh | Q2 2026 | |
| 4 | MPM BioImpact LLC | 1.9M | $22.3M | ▲New +1.9M sh | Q2 2026 | |
| 5 | Perceptive Advisors LLC | 1.8M | $20.6M | ▲New +1.8M sh | Q2 2026 | |
| 6 | Casdin Capital, LLC | 1.3M | $14.4M | ▲+132% Added · +712K sh | Q2 2026 | |
| 7 | Octagon Capital Advisors LP | 935K | $10.7M | ▲New +935K sh | Q2 2026 | |
| 8 | Balyasny Asset Management L.P. | 878K | $6.1M | ▲New +878K sh | Q1 2026 | |
| 9 | Braidwell LP | 795K | $9.1M | ▲New +795K sh | Q2 2026 | |
| 10 | Squadron Capital Management LLC | 765K | $8.8M | ▼−40% Reduced · −500K sh | Q2 2026 | |
| 11 | Eventide Asset Management, LLC | 719K | $8.3M | ▲New +719K sh | Q2 2026 | |
| 12 | Millennium Management LLC | 682K | $4.7M | ▲New +682K sh | Q1 2026 | |
| 13 | Superstring Capital Management LP | 553K | $6.4M | ▲+33% Added · +138K sh | Q2 2026 | |
| 14 | Adage Capital Partners GP, L.L.C. | 538K | $3.7M | ▲New +538K sh | Q1 2026 | |
| 15 | Woodline Partners LP | 456K | $5.2M | ▲+118% Added · +246K sh | Q2 2026 | |
| 16 | Soleus Capital Management, L.P. | 406K | $4.7M | ▲New +406K sh | Q2 2026 | |
| 17 | Freestone Grove Partners LP | 397K | $4.6M | ▲New +397K sh | Q2 2026 | |
| 18 | Boone Capital Management LLC | 258K | $3.0M | ▲New +258K sh | Q2 2026 | |
| 19 | DAFNA Capital Management LLC | 240K | $2.8M | ▲New +240K sh | Q2 2026 | |
| 20 | Kalehua Capital Management LLC | 226K | $2.6M | ▲New +226K sh | Q2 2026 | |
| 21 | Affinity Asset Advisors, LLC | 165K | $1.1M | ▲New +165K sh | Q1 2026 | |
| 22 | UBS Group AG | 122K | $846K | ▲113× Added · +121K sh | Q1 2026 | |
| 23 | Ameriprise Financial Inc | 120K | $831K | ▲New +120K sh | Q1 2026 | |
| 24 | ADAR1 Capital Management, LLC | 118K | $816K | ▲New +118K sh | Q1 2026 | |
| 25 | Renaissance Technologies LLC | 66K | $457K | ▲New +66K 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.
Last quarter, 24 funds opened a new position in ANL and 4 added to an existing one, while 3 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 |
|---|---|---|
| Cogent Biosciences IncCOGT | 19 funds | $529.9M |
| Revolution Medicines IncRVMD | 18 funds | $2.0B |
| Abivax Sa-ADRABVX | 18 funds | $966.4M |
| Xenon Pharmaceuticals IncXENE | 18 funds | $419.1M |
| Unitedhealth Group IncUNH | 17 funds | $2.4B |
| Dianthus Therapeutics IncDNTH | 17 funds | $755.6M |
| Tango Therapeutics IncTNGX | 17 funds | $697.2M |
| Eli Lilly & CoLLY | 16 funds | $3.8B |
| Boston Scientific CorpBSX | 16 funds | $1.2B |
| Insmed IncINSM | 16 funds | $915.3M |
| Spyre Therapeutics IncSYRE | 16 funds | $915.0M |
| Bridgebio Pharma IncBBIO | 16 funds | $693.7M |
Ranked by how many of ANL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ANL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Ye Xiaofeng | CFO | Sell (S) | 6K | $81K |
| Aug 24, 2026 | Ye Xiaofeng | CFO | Sell (S) | 6K | $84K |
| May 13, 2026 | Lu Yang | CEO, Director, 10% Owner | Sell (S) | 10 | $132 |
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 | 6 | 4 | – |
Insiders Form 4 open-market | 0 | 2 | -$165K |
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 ANL
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/ANL/capital-change-brief"
Use Arkolith's capital_change_brief for ANL. 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 ANL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.