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/CELC/capital-change-brief"
Use Arkolith's capital_change_brief for CELC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS LP | $903.5M | 7.9M | —Held | Q1 2026 | |
| 2 | Avoro Capital Advisors LLC | $385.2M | 3.4M | ▲+8.5% Added · +264K sh | Q1 2026 | |
| 3 | PERCEPTIVE ADVISORS LLC | $356.9M | 3.1M | ▼−1.0% Reduced · −33K sh | Q1 2026 | |
| 4 | RTW INVESTMENTS, LP | $346.9M | 3.0M | ▲+452% Added · +2.5M sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $309.5M | 2.7M | ▲+6.7% Added · +171K sh | Q1 2026 | |
| 6 | NEA Management Company, LLC | $260.9M | 2.3M | ▼−35% Reduced · −1.3M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $203.5M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 8 | DEERFIELD MANAGEMENT COMPANY, L.P. | $195.6M | 1.7M | —Held | Q1 2026 | |
| 9 | STATE STREET CORP | $173.3M | 1.5M | ▼−7.3% Reduced · −119K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $153.6M | 1.3M | ▼−3.8% Reduced · −53K sh | Q1 2026 | |
| 11 | Soleus Capital Management, L.P. | $146.6M | 1.3M | ▼−29% Reduced · −524K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $146.1M | 1.3M | ▲+3.2% Added · +40K sh | Q1 2026 | |
| 13 | TANG CAPITAL MANAGEMENT LLC | $119.8M | 1.1M | —Held | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $101.7M | 891K | ▲+7.3% Added · +60K sh | Q1 2026 | |
| 15 | TORONTO DOMINION BANK | $100.8M | 883K | ▲New +883K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $87.3M | 765K | ▲+17% Added · +112K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $81.5M | 714K | ▼−27% Reduced · −263K sh | Q1 2026 | |
| 18 | APIS CAPITAL ADVISORS, LLC | $58.8M | 515K | ▼−14% Reduced · −87K sh | Q1 2026 | |
| 19 | Nearwater Capital Markets, Ltd | $54.0M | 473K | ▼−9.1% Reduced · −47K sh | Q1 2026 | |
| 20 | ALLIANCEBERNSTEIN L.P. | $46.3M | 464K | ▼−1.8% Reduced · −9K sh | Q1 2026 | |
| 21 | Artisan Partners Limited Partnership | $52.2M | 457K | ▼−16% Reduced · −90K sh | Q1 2026 | |
| 22 | Holocene Advisors, LP | $42.2M | 370K | ▼−47% Reduced · −325K sh | Q1 2026 | |
| 23 | Sofinnova Investments, Inc. | $41.8M | 366K | ▲+22% Added · +67K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $36.4M | 319K | ▲+11% Added · +31K sh | Q1 2026 | |
| 25 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $36.1M | 317K | ▼−11% Reduced · −39K 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 |
|---|---|---|---|---|---|
| Jul 14, 2026 | BAKER BROS. ADVISORS LP | Insider | Sell (S) | 2.8M | $291.0M |
| Jul 14, 2026 | BAKER BROS. ADVISORS LP | Insider | Sell (S) | 261K | $26.8M |
| Jun 10, 2026 | Murphy Polly A. | Director | Gift (G) | 14K | $0 |
| Jun 10, 2026 | Murphy Polly A. | Director | Gift (G) | 14K | $0 |
| Jun 10, 2026 | Buller Richard E | Director | Gift (G) | 13K | $0 |
| Jun 10, 2026 | Buller Richard E | Director | Gift (G) | 13K | $0 |
| Jun 5, 2026 | Murphy Polly A. | Director | Grant (A) | 2K | $0 |
| Jun 5, 2026 | Dalvey David | Director | Grant (A) | 2K | $0 |
| Jun 5, 2026 | ROMP CHARLES R | Director | Grant (A) | 2K | $0 |
| Jun 5, 2026 | NIGON RICHARD | Director | Grant (A) | 2K | $0 |
| Jun 5, 2026 | Furcht Leo | Director | Grant (A) | 2K | $0 |
| Jun 5, 2026 | Buller Richard E | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 79 funds | $2.7B |
| ELI LILLY & COLLY | 78 funds | $11.2B |
| INTUITIVE SURGICAL INCISRG | 78 funds | $4.3B |
| NVIDIA CORPNVDA | 75 funds | $55.9B |
| MICROSOFT CORPMSFT | 74 funds | $36.9B |
| AMAZON.COM INCAMZN | 74 funds | $31.3B |
| ALPHABET INC-CL AGOOGL | 74 funds | $23.9B |
| BROADCOM INCAVGO | 74 funds | $20.4B |
| META PLATFORMS INC-CLASS AMETA | 74 funds | $17.5B |
| UNITEDHEALTH GROUP INCUNH | 74 funds | $3.7B |
| SERVICENOW INCNOW | 74 funds | $3.4B |
| MICRON TECHNOLOGY INCMU | 73 funds | $8.7B |
Ranked by how many of CELC'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 CELC. 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.