Among active 13F managers last quarter, 8 opened and 21 added, while 10 reduced; the largest holder to move was Janus Henderson Group Ltd. (+12%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.2M in open-market trades.
The legs disagree, or only one of them leans.
85 tracked 13F filers disclose a position in CTNM as of the latest SEC 13F filings, a combined $421.4M 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 | Montanova Capital, LLC | 2.8M | $37.1M | —Held | Q1 2026 | |
| 2 | Janus Henderson Group Ltd. | 2.7M | $35.6M | ▲+12% Added · +286K sh | Q1 2026 | |
| 3 | Johnson & Johnson | 2.0M | $32.4M | —Held | Q2 2026 | |
| 4 | Franklin Templeton Inc | 1.8M | $24.0M | ▼−2.1% Reduced · −40K sh | Q1 2026 | |
| 5 | Balyasny Asset Management L.P. | 1.7M | $22.0M | ▼−8.5% Reduced · −157K sh | Q1 2026 | |
| 6 | Millennium Management LLC | 1.5M | $20.1M | ▲+85% Added · +705K sh | Q1 2026 | |
| 7 | Baker Bros. Advisors LP | 1.4M | $18.6M | —Held | Q1 2026 | |
| 8 | Ra Capital Management, L.P. | 1.3M | $16.9M | ▼−41% Reduced · −884K sh | Q1 2026 | |
| 9 | Perceptive Advisors LLC | 1.3M | $16.4M | ▼−14% Reduced · −209K sh | Q1 2026 | |
| 10 | Vanguard Capital Management LLC | 1.2M | $15.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 11 | FMR LLC | 815K | $10.6M | —Held | Q1 2026 | |
| 12 | Ikarian Capital, LLC | 808K | $10.6M | ▲+186% Added · +525K sh | Q1 2026 | |
| 13 | Great Point Partners LLC | 800K | $10.5M | ▲~0% Added · +198 sh | Q1 2026 | |
| 14 | Longaeva Partners L.P. | 732K | $9.6M | ▲+56% Added · +262K sh | Q1 2026 | |
| 15 | Sectoral Asset Management Inc | 728K | $11.9M | —Held | Q2 2026 | |
| 16 | Geode Capital Management, LLC | 693K | $11.4M | ▲+146% Added · +411K sh | Q2 2026 | |
| 17 | HHLR Advisors, LTD. | 669K | $8.7M | —Held | Q1 2026 | |
| 18 | BlackRock, Inc. | 669K | $8.7M | ▲+25% Added · +133K sh | Q1 2026 | |
| 19 | Red Tree Management, LLC | 638K | $10.5M | —Held | Q2 2026 | |
| 20 | Versant Venture Management, LLC | 543K | $8.9M | —Held | Q2 2026 | |
| 21 | Boxer Capital Management, LLC | 494K | $6.5M | —Held | Q1 2026 | |
| 22 | State Street Corp | 426K | $7.0M | ▲+321% Added · +325K sh | Q2 2026 | |
| 23 | Citadel Advisors LLC | 396K | $6.5M | ▲+13% Added · +46K sh | Q2 2026 | |
| 24 | Susquehanna International Group, LLP | 372K | $4.9M | ▲+40% Added · +106K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 307K | $4.0M | ▲+191% Added · +202K 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 CTNM and 21 added to an existing one, while 10 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 |
|---|---|---|
| Eli Lilly & CoLLY | 40 funds | $26.0B |
| Nvidia CorpNVDA | 38 funds | $127.8B |
| Amazon.com IncAMZN | 37 funds | $61.7B |
| Unitedhealth Group IncUNH | 37 funds | $11.3B |
| Revolution Medicines IncRVMD | 37 funds | $3.1B |
| Vertex Pharmaceuticals IncVRTX | 36 funds | $3.3B |
| Bristol-Myers Squibb CoBMY | 36 funds | $3.1B |
| Cogent Biosciences IncCOGT | 36 funds | $848.8M |
| Microsoft CorpMSFT | 35 funds | $82.9B |
| Meta Platforms Inc-Class AMETA | 35 funds | $38.3B |
| Intuitive Surgical IncISRG | 35 funds | $11.6B |
| Bank Of America CorpBAC | 35 funds | $11.3B |
Ranked by how many of CTNM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CTNM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Stengone Carmine N. | CEO and President, Director | Sell (S) | 3K | $40K |
| Jul 9, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 25 | $400 |
| Jul 8, 2026 | Stengone Carmine N. | CEO and President, Director | Sell (S) | 3K | $40K |
| Jul 8, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 1K | $16K |
| Jul 1, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) 2 lots, same day | 8K | $132K |
| Jun 30, 2026 | Watkins Tim | CMO & Head of Development | Sell (S) | 11K | $174K |
| Jun 30, 2026 | Stengone Carmine N. | CEO and President, Director | Sell (S) | 10K | $160K |
| Jun 30, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 29K | $462K |
| Jun 1, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 4K | $55K |
| May 1, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) 2 lots, same day | 4K | $55K |
| Apr 6, 2026 | Lorrain Daniel S. | Chief Scientific Officer | Sell (S) | 4K | $56K |
| Mar 2, 2026 | Watkins Tim | CMO & Head of Development | Sell (S) | 4K | $54K |
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 | 33 | 16 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.2M |
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 CTNM
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/CTNM/capital-change-brief"
Use Arkolith's capital_change_brief for CTNM. 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 CTNM. Filings are public domain, sourced to SEC EDGAR.