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/BCRX/capital-change-brief"
Use Arkolith's capital_change_brief for BCRX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $215.6M | 22.7M | ▲+7.2% Added · +1.5M sh | Q1 2026 | |
| 2 | RA CAPITAL MANAGEMENT, L.P. | $150.7M | 15.8M | —Held | Q1 2026 | |
| 3 | DEERFIELD MANAGEMENT COMPANY, L.P. | $143.2M | 15.0M | ▲+4.9% Added · +697K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $116.2M | 12.2M | ▲+10% Added · +1.1M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $107.0M | 11.2M | ▲New +11.2M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $106.0M | 11.1M | ▲New +11.1M sh | Q1 2026 | |
| 7 | TCG Crossover Management, LLC | $104.9M | 11.0M | ▲New +11.0M sh | Q1 2026 | |
| 8 | JANUS HENDERSON GROUP PLC | $84.9M | 8.9M | ▲+20% Added · +1.5M sh | Q1 2026 | |
| 9 | PERCEPTIVE ADVISORS LLC | $70.8M | 7.4M | ▲+135% Added · +4.3M sh | Q1 2026 | |
| 10 | Vestal Point Capital, LP | $66.9M | 7.0M | ▲+212% Added · +4.8M sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $60.9M | 6.4M | ▲+42% Added · +1.9M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $55.1M | 5.8M | ▲+14% Added · +729K sh | Q1 2026 | |
| 13 | Kynam Capital Management, LP | $54.1M | 5.7M | ▼−39% Reduced · −3.7M sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $48.5M | 5.1M | ▲+232% Added · +3.6M sh | Q1 2026 | |
| 15 | Aberdeen Group plc | $48.0M | 5.0M | ▲+452% Added · +4.1M sh | Q1 2026 | |
| 16 | UBS Group AG | $47.1M | 4.9M | ▼−6.1% Reduced · −320K sh | Q1 2026 | |
| 17 | Frazier Life Sciences Management, L.P. | $38.2M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 18 | Nuveen, LLC | $36.4M | 3.8M | ▲+5.7% Added · +207K sh | Q1 2026 | |
| 19 | Eversept Partners, LP | $28.9M | 3.0M | ▲+1.6% Added · +47K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $26.8M | 2.8M | ▲+319% Added · +2.1M sh | Q1 2026 | |
| 21 | Fisher Asset Management, LLC | $26.0M | 2.7M | ▲+11% Added · +266K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $25.6M | 2.7M | ▲+119% Added · +1.5M sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.4M | 2.4M | ▲+17% Added · +345K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $22.3M | 2.3M | ▼−27% Reduced · −865K sh | Q1 2026 | |
| 25 | Candriam S.C.A. | $21.8M | 2.3M | ▲New +2.3M 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 11, 2026 | McKee Amy E | Director | Grant (A) | 15K | $0 |
| Jun 11, 2026 | McKee Amy E | Director | Grant (A) | 34K | $0 |
| Jun 11, 2026 | HEGGIE THERESA | Director | Grant (A) | 15K | $0 |
| Jun 11, 2026 | HEGGIE THERESA | Director | Grant (A) | 34K | $0 |
| Jun 11, 2026 | Frank Steven | Director | Grant (A) | 15K | $0 |
| Jun 11, 2026 | Frank Steven | Director | Grant (A) | 34K | $0 |
| Jun 11, 2026 | LEVIN ALAN G | Director | Grant (A) | 15K | $0 |
| Jun 11, 2026 | LEVIN ALAN G | Director | Grant (A) | 34K | $0 |
| Jun 11, 2026 | Milne Jill C. | Director | Grant (A) | 15K | $0 |
| Jun 11, 2026 | Milne Jill C. | Director | Grant (A) | 34K | $0 |
| Jun 11, 2026 | Stonehouse Jon P | Director | Grant (A) | 15K | $0 |
| Jun 11, 2026 | Stonehouse Jon P | Director | Grant (A) | 34K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 96 funds | $12.2B |
| INTUITIVE SURGICAL INCISRG | 94 funds | $3.7B |
| BOSTON SCIENTIFIC CORPBSX | 92 funds | $3.4B |
| NVIDIA CORPNVDA | 91 funds | $69.5B |
| MICROSOFT CORPMSFT | 91 funds | $46.8B |
| MICRON TECHNOLOGY INCMU | 91 funds | $10.1B |
| PALANTIR TECHNOLOGIES INC-APLTR | 91 funds | $6.6B |
| TESLA INCTSLA | 90 funds | $14.6B |
| COSTCO WHOLESALE CORPCOST | 90 funds | $7.8B |
| GILEAD SCIENCES INCGILD | 90 funds | $3.7B |
| ABBOTT LABORATORIESABT | 90 funds | $3.1B |
| BRISTOL-MYERS SQUIBB COBMY | 90 funds | $2.9B |
Ranked by how many of BCRX'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 BCRX. 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.