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/BIOA/capital-change-brief"
Use Arkolith's capital_change_brief for BIOA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cormorant Asset Management, LP | $50.6M | 2.9M | ▲+42% Added · +850K sh | Q1 2026 | |
| 2 | Sofinnova Investments, Inc. | $40.1M | 2.3M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $39.7M | 2.3M | ▲+48% Added · +740K sh | Q1 2026 | |
| 4 | JANUS HENDERSON GROUP PLC | $36.6M | 2.1M | ▲+412% Added · +1.7M sh | Q1 2026 | |
| 5 | Octagon Capital Advisors LP | $30.6M | 1.7M | ▲+9.4% Added · +150K sh | Q1 2026 | |
| 6 | RA CAPITAL MANAGEMENT, L.P. | $28.9M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $23.7M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 8 | BALYASNY ASSET MANAGEMENT L.P. | $23.2M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 9 | BRAIDWELL LP | $21.0M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 10 | Polar Capital Holdings Plc | $19.8M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 11 | STATE STREET CORP | $14.9M | 851K | ▲+101% Added · +428K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $13.1M | 749K | ▲+27% Added · +158K sh | Q1 2026 | |
| 13 | ORBIMED ADVISORS LLC | $12.4M | 712K | ▼−10.0% Reduced · −79K sh | Q1 2026 | |
| 14 | D. E. Shaw & Co., Inc. | $12.2M | 699K | ▲+106% Added · +359K sh | Q1 2026 | |
| 15 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $8.7M | 500K | ▼−52% Reduced · −550K sh | Q1 2026 | |
| 16 | MILLENNIUM MANAGEMENT LLC | $7.5M | 430K | ▲+88% Added · +202K sh | Q1 2026 | |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | $7.3M | 420K | ▲+26% Added · +86K sh | Q1 2026 | |
| 18 | STEMPOINT CAPITAL LP | $5.9M | 339K | ▲New +339K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.0M | 287K | ▲New +287K sh | Q1 2026 | |
| 20 | Comprehensive Financial Management LLC | $4.8M | 272K | —Held | Q1 2026 | |
| 21 | FRANKLIN RESOURCES INC | $4.6M | 265K | ▲New +265K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $4.5M | 260K | ▼−17% Reduced · −52K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.3M | 247K | ▲+12% Added · +27K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $3.9M | 224K | ▲+34% Added · +57K sh | Q1 2026 | |
| 25 | DIMENSIONAL FUND ADVISORS LP | $3.7M | 215K | ▲New +215K 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 30, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 4K | $47K |
| Jun 30, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 4K | $34K |
| Jun 30, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 4K | $17K |
| Jun 30, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 8K | $34K |
| Jun 30, 2026 | Barton Shane | Principal Accounting Officer | Sell (S) | 20K | $509K |
| Jun 30, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 4K | $0 |
| Jun 30, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 4K | $0 |
| Jun 30, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 4K | $0 |
| Jun 30, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 8K | $0 |
| Jun 29, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 9K | $101K |
| Jun 29, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 7K | $61K |
| Jun 29, 2026 | Barton Shane | Principal Accounting Officer | Option exercise (M) | 9K | $39K |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 40 funds | $4.9B |
| MICROSOFT CORPMSFT | 39 funds | $18.7B |
| AMAZON.COM INCAMZN | 39 funds | $15.1B |
| INTUITIVE SURGICAL INCISRG | 39 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $9.5B |
| BOSTON SCIENTIFIC CORPBSX | 38 funds | $1.6B |
| CENTENE CORPCNC | 38 funds | $493.2M |
| NVIDIA CORPNVDA | 37 funds | $31.2B |
| ALPHABET INC-CL AGOOGL | 37 funds | $11.9B |
| BROADCOM INCAVGO | 37 funds | $11.5B |
| ADVANCED MICRO DEVICESAMD | 37 funds | $2.9B |
| PALANTIR TECHNOLOGIES INC-APLTR | 37 funds | $2.8B |
Ranked by how many of BIOA'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 BIOA. 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.