Among active 13F managers last quarter, 22 opened and none reduced or exited; the largest holder to move was Ra Capital Management, L.P. (new position). Over the last 180 days, 1 insider bought and none sold, a net +$55.5M in open-market trades.
Funds lean in and no leg opposes.
30 tracked 13F filers disclose a position in COAG as of the latest SEC 13F filings, a combined $965.1M 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. | 7.8M | $286.8M | ▲New +7.8M sh | Q2 2026 | |
| 2 | Novo Holdings A/S | 4.2M | $153.6M | ▲New +4.2M sh | Q2 2026 | |
| 3 | FMR LLC | 3.7M | $135.8M | ▲New +3.7M sh | Q2 2026 | |
| 4 | Siren, L.L.C. | 2.1M | $76.6M | ▲New +2.1M sh | Q2 2026 | |
| 5 | Avoro Capital Advisors LLC | 1.9M | $70.7M | ▲New +1.9M sh | Q2 2026 | |
| 6 | Bain Capital Life Sciences Investors, LLC | 1.6M | $60.6M | ▲New +1.6M sh | Q2 2026 | |
| 7 | Vanguard Capital Management LLC | 781K | $28.7M | ▲New +781K sh | Q2 2026 | |
| 8 | Price T Rowe Associates Inc | 746K | $27.4M | ▲New +746K sh | Q2 2026 | |
| 9 | Rock Springs Capital Management LP | 575K | $21.1M | ▲New +575K sh | Q2 2026 | |
| 10 | Bellevue Group AG | 550K | $20.2M | ▲New +550K sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 523K | $19.2M | ▲New +523K sh | Q2 2026 | |
| 12 | BlackRock, Inc. | 284K | $10.4M | ▲New +284K sh | Q2 2026 | |
| 13 | Deerfield Management Company, L.P. | 275K | $10.1M | ▲New +275K sh | Q2 2026 | |
| 14 | ExodusPoint Capital Management, LP | 218K | $8.0M | ▲New +218K sh | Q2 2026 | |
| 15 | Geode Capital Management, LLC | 212K | $7.8M | ▲New +212K sh | Q2 2026 | |
| 16 | Braidwell LP | 160K | $5.9M | ▲New +160K sh | Q2 2026 | |
| 17 | Woodline Partners LP | 150K | $5.5M | ▲New +150K sh | Q2 2026 | |
| 18 | Ensign Peak Advisors, Inc | 115K | $4.2M | ▲New +115K sh | Q2 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 112K | $4.1M | ▲New +112K sh | Q2 2026 | |
| 20 | Opaleye Management Inc. | 48K | $1.8M | ▲New +48K sh | Q2 2026 | |
| 21 | Parkman Healthcare Partners LLC | 45K | $1.7M | ▲New +45K sh | Q2 2026 | |
| 22 | Ghisallo Capital Management LLC | 40K | $1.5M | ▲New +40K sh | Q2 2026 | |
| 23 | Soros Fund Management LLC | 25K | $918K | ▲New +25K sh | Q2 2026 | |
| 24 | Landscape Capital Management, L.L.C. | 13K | $484K | ▲New +13K sh | Q2 2026 | |
| 25 | Hudson Bay Capital Management LP | 12K | $448K | ▲New +12K sh | Q2 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, 22 funds opened a new position in COAG, while none reduced or exited. 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 |
|---|---|---|
| Revolution Medicines IncRVMD | 15 funds | $2.4B |
| Eli Lilly & CoLLY | 14 funds | $19.6B |
| Boston Scientific CorpBSX | 14 funds | $1.0B |
| Xenon Pharmaceuticals IncXENE | 14 funds | $970.0M |
| Cytokinetics IncCYTK | 14 funds | $870.9M |
| Oruka Therapeutics IncORKA | 14 funds | $610.8M |
| Nvidia CorpNVDA | 13 funds | $84.8B |
| Microsoft CorpMSFT | 13 funds | $38.1B |
| Unitedhealth Group IncUNH | 13 funds | $11.1B |
| Rhythm Pharmaceuticals IncRYTM | 13 funds | $1.5B |
| Arrowhead Pharmaceuticals InARWR | 13 funds | $1.3B |
| Spyre Therapeutics IncSYRE | 13 funds | $509.8M |
Ranked by how many of COAG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in COAG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 62K | $1.5M |
| Jun 15, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 6K | $153K |
| May 20, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 996 | $25K |
| May 19, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 4K | $95K |
| May 12, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 6K | $159K |
| May 11, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) 2 lots, same day | 40K | $989K |
| May 8, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) | 1K | $37K |
| May 7, 2026 | Ra Capital Management, L.p. | 10% Owner | Buy (P) 2 lots, same day | 10K | $242K |
| May 6, 2026 | Ra Capital Management, L.p. | Director, 10% Owner | Buy (P) 2 lots, same day | 68K | $1.7M |
| May 5, 2026 | Ra Capital Management, L.p. | Director, 10% Owner | Buy (P) 2 lots, same day | 97K | $2.4M |
| May 4, 2026 | Ra Capital Management, L.p. | Director, 10% Owner | Buy (P) 2 lots, same day | 2.7M | $48.1M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 0 | 0 | – |
Insiders Form 4 open-market | 1 | 0 | +$55.5M |
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 COAG
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/COAG/capital-change-brief"
Use Arkolith's capital_change_brief for COAG. 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 COAG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.