Among active 13F managers last quarter, 17 opened and 13 added, while 12 reduced; the largest holder to move was Ra Capital Management, L.P. (+0.1%). Over the last 180 days, 1 insider sold and none bought, a net -$407K in open-market trades.
The legs disagree, or only one of them leans.
79 tracked 13F filers disclose a position in CLYM as of the latest SEC 13F filings, a combined $303.1M 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 | Ra Capital Management, L.P. | 11.3M | $77.4M | ▲+0.1% Added · +7K sh | Q1 2026 | |
| 2 | Braidwell LP | 2.8M | $36.5M | ▲+83% Added · +1.3M sh | Q2 2026 | |
| 3 | MPM BioImpact LLC | 2.6M | $17.8M | ▼−2.9% Reduced · −78K sh | Q1 2026 | |
| 4 | Frontier Capital Management Co LLC | 1.9M | $25.3M | ▲New +1.9M sh | Q2 2026 | |
| 5 | Price T Rowe Associates Inc | 1.9M | $13.1M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 6 | Great Point Partners LLC | 1.3M | $9.1M | ▲+36% Added · +355K sh | Q1 2026 | |
| 7 | Citadel Advisors LLC | 1.3M | $16.9M | ▲+276% Added · +952K sh | Q2 2026 | |
| 8 | Millennium Management LLC | 1.3M | $8.7M | ▲+331% Added · +980K sh | Q1 2026 | |
| 9 | Vanguard Capital Management LLC | 1.2M | $8.1M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 10 | Kynam Capital Management, LP | 1.0M | $6.9M | ▼−2.4% Reduced · −25K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 782K | $10.2M | ▲+150% Added · +469K sh | Q2 2026 | |
| 12 | Marshall Wace, LLP | 773K | $5.3M | ▲+154% Added · +469K sh | Q1 2026 | |
| 13 | Affinity Asset Advisors, LLC | 700K | $4.8M | ▼−46% Reduced · −600K sh | Q1 2026 | |
| 14 | State Street Corp | 687K | $9.0M | ▲+420% Added · +555K sh | Q2 2026 | |
| 15 | ADAR1 Capital Management, LLC | 598K | $4.1M | ▼−58% Reduced · −835K sh | Q1 2026 | |
| 16 | Superstring Capital Management LP | 521K | $6.8M | ▲+162% Added · +322K sh | Q2 2026 | |
| 17 | Sphera Funds Management LTD. | 419K | $2.9M | ▼−55% Reduced · −513K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | 402K | $2.8M | ▲+3.2% Added · +12K sh | Q1 2026 | |
| 19 | Susquehanna International Group, LLP | 387K | $2.7M | ▼−13% Reduced · −58K sh | Q1 2026 | |
| 20 | Nan Fung Trinity (HK) Ltd | 361K | $4.7M | ▼−14% Reduced · −60K sh | Q2 2026 | |
| 21 | Two Sigma Investments, LP | 311K | $2.1M | ▼−45% Reduced · −256K sh | Q1 2026 | |
| 22 | Diadema Partners LP | 286K | $2.0M | ▲New +286K sh | Q1 2026 | |
| 23 | TD Asset Management Inc | 250K | $1.7M | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 24 | Morgan Stanley | 234K | $1.6M | ▲+58% Added · +86K sh | Q1 2026 | |
| 25 | Longaeva Partners L.P. | 218K | $1.5M | ▲New +218K 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, 17 funds opened a new position in CLYM and 13 added to an existing one, while 12 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 |
|---|---|---|
| Nvidia CorpNVDA | 32 funds | $91.6B |
| Eli Lilly & CoLLY | 32 funds | $17.6B |
| Cogent Biosciences IncCOGT | 32 funds | $714.8M |
| Amazon.com IncAMZN | 31 funds | $40.2B |
| Alphabet Inc-CL AGOOGL | 31 funds | $34.7B |
| Meta Platforms Inc-Class AMETA | 31 funds | $27.7B |
| Unitedhealth Group IncUNH | 30 funds | $8.9B |
| Revolution Medicines IncRVMD | 30 funds | $835.9M |
| Apple IncAAPL | 29 funds | $71.5B |
| Advanced Micro DevicesAMD | 29 funds | $9.6B |
| Micron Technology IncMU | 29 funds | $9.1B |
| Costco Wholesale CorpCOST | 29 funds | $6.9B |
Ranked by how many of CLYM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLYM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2026 | Brennan Aoife | President and CEO, Director | Sell (S) | 31K | $407K |
| Feb 26, 2026 | Thomas Stephen Basil | Director | Sell (S) | 16K | $114K |
| Feb 25, 2026 | Thomas Stephen Basil | Director | Sell (S) | 34K | $236K |
| Feb 13, 2026 | Thomas Stephen Basil | Director | Sell (S) | 10K | $58K |
| Feb 12, 2026 | Thomas Stephen Basil | Director | Sell (S) | 90K | $471K |
| Jan 5, 2026 | RA Capital Healthcare Fund LP | Director, 10% Owner | Buy (P) | 7K | $25K |
| Dec 12, 2025 | Kolchinsky Peter | Director, 10% Owner | Buy (P) | 101K | $290K |
| Dec 11, 2025 | Kolchinsky Peter | Director, 10% Owner | Buy (P) | 213K | $465K |
| Jun 30, 2025 | Brennan Aoife | President and CEO, Director | Sell (S) | 21K | $25K |
| Jun 20, 2025 | Pimblett Emily | SVP, Finance & CAO | Sell (S) | 1K | $2K |
| Mar 20, 2025 | Pimblett Emily | SVP, Finance & CAO | Sell (S) | 1K | $2K |
| Dec 19, 2024 | Pimblett Emily | CHIEF ACCOUNTING OFFICER | Sell (S) | 1K | $2K |
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 | 25 | 20 | – |
Insiders Form 4 open-market | 0 | 1 | -$407K |
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 CLYM
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/CLYM/capital-change-brief"
Use Arkolith's capital_change_brief for CLYM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CLYM. Filings are public domain, sourced to SEC EDGAR.