Among active 13F managers last quarter, 8 opened and 23 added, while 14 reduced; the largest holder to move was Systematic Financial Management LP (+5.2%). Over the last 180 days, 2 insiders bought and none sold, a net +$273K in open-market trades.
Funds lean in and no leg opposes.
149 tracked 13F filers disclose a position in CHCT as of the latest SEC 13F filings, a combined $363.5M 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 | $48.2M | ▼−1.8% Reduced · −49K sh | Q2 2026 | |
| 2 | Mirae Asset Global Etfs Holdings Ltd. | 2.0M | $31.5M | ▲+174% Added · +1.3M sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 1.5M | $26.7M | ▼−1.1% Reduced · −16K sh | Q2 2026 | |
| 4 | Systematic Financial Management LP | 1.2M | $21.6M | ▲+5.2% Added · +59K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 1.2M | $21.6M | ▲+2.0% Added · +23K sh | Q2 2026 | |
| 6 | Kennedy Capital Management LLC | 912K | $14.5M | ▼−11% Reduced · −108K sh | Q1 2026 | |
| 7 | Nuveen, LLC | 881K | $14.0M | ▲+119% Added · +478K sh | Q1 2026 | |
| 8 | State Street Corp | 827K | $15.1M | ▲+6.6% Added · +51K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 814K | $14.9M | ▲+8.1% Added · +61K sh | Q2 2026 | |
| 10 | Two Sigma Investments, LP | 555K | $8.8M | ▲+143% Added · +326K sh | Q1 2026 | |
| 11 | Focus Partners Wealth | 538K | $8.5M | ▼−7.0% Reduced · −40K sh | Q1 2026 | |
| 12 | Ameriprise Financial Inc | 529K | $8.4M | ▲+9.5% Added · +46K sh | Q1 2026 | |
| 13 | Charles Schwab Investment Management Inc | 404K | $6.4M | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 14 | Deprince Race & Zollo Inc | 394K | $7.2M | ▲+1.4% Added · +5K sh | Q2 2026 | |
| 15 | Dimensional Fund Advisors LP | 390K | $6.2M | ▲+2.1% Added · +8K sh | Q1 2026 | |
| 16 | ProShare Advisors LLC | 376K | $6.0M | ▼−4.2% Reduced · −16K sh | Q1 2026 | |
| 17 | Sei Investments Co | 361K | $5.7M | ▲+34% Added · +92K sh | Q1 2026 | |
| 18 | Aristotle Capital Boston, LLC | 350K | $6.4M | ▼−18% Reduced · −75K sh | Q2 2026 | |
| 19 | AQR Capital Management LLC | 306K | $4.9M | ▲+63% Added · +118K sh | Q1 2026 | |
| 20 | Phocas Financial Corp. | 297K | $5.4M | ▼−5.0% Reduced · −16K sh | Q2 2026 | |
| 21 | Russell Investments Group, Ltd. | 289K | $4.6M | ▼−16% Reduced · −57K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 287K | $4.6M | ▼−49% Reduced · −276K sh | Q1 2026 | |
| 23 | New York State Common Retirement Fund | 276K | $4.4M | —Held | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | 258K | $4.1M | ▼−6.3% Reduced · −17K sh | Q1 2026 | |
| 25 | JPMorgan Chase & Co | 229K | $3.6M | ▼−18% Reduced · −52K 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, 8 funds opened a new position in CHCT and 23 added to an existing one, while 14 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 |
|---|---|---|
| Microsoft CorpMSFT | 77 funds | $150.5B |
| Apple IncAAPL | 75 funds | $168.5B |
| Nvidia CorpNVDA | 73 funds | $233.0B |
| Eli Lilly & CoLLY | 73 funds | $46.4B |
| Amazon.com IncAMZN | 72 funds | $111.8B |
| JPMorgan Chase & CoJPM | 72 funds | $35.1B |
| Alphabet Inc-CL AGOOGL | 71 funds | $99.2B |
| Broadcom IncAVGO | 71 funds | $98.6B |
| Alphabet Inc-CL CGOOG | 70 funds | $80.1B |
| Meta Platforms Inc-Class AMETA | 70 funds | $60.9B |
| Costco Wholesale CorpCOST | 70 funds | $19.7B |
| Chevron CorpCVX | 70 funds | $15.8B |
Ranked by how many of CHCT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CHCT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Dupuy David H. | CEO and President, Director | Buy (P) | 10K | $151K |
| Aug 11, 2026 | Hensley Robert Z | Director | Buy (P) | 8K | $122K |
| Nov 4, 2025 | Cotman Cathrine | Director | Buy (P) | 4K | $59K |
| May 28, 2025 | Van Horn R. Lawrence | Director | Buy (P) | 12K | $193K |
| May 13, 2025 | Dupuy David H. | CEO and President, Director | Buy (P) | 10K | $162K |
| Apr 30, 2025 | Cotman Cathrine | Director | Sell (S) | 3K | $51K |
| Apr 30, 2025 | Cotman Cathrine | Director | Buy (P) | 3K | $51K |
| Sep 9, 2024 | Van Horn R. Lawrence | Director | Buy (P) | 10K | $161K |
| Aug 13, 2024 | Cotman Cathrine | Director | Buy (P) | 2K | $35K |
| Aug 5, 2024 | Dupuy David H. | CEO and President, Director | Buy (P) | 10K | $195K |
| Aug 5, 2024 | Van Horn R. Lawrence | Director | Buy (P) | 3K | $49K |
| Aug 5, 2024 | Hensley Robert Z | Director | Buy (P) | 7K | $127K |
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 | 47 | 33 | – |
Insiders Form 4 open-market | 2 | 0 | +$273K |
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 CHCT
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/CHCT/capital-change-brief"
Use Arkolith's capital_change_brief for CHCT. 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 CHCT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.