Among active 13F managers last quarter, 12 opened and 10 added, while 10 reduced; the largest holder to move was Wasatch Advisors LP (+34%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
74 tracked 13F filers disclose a position in DERM as of the latest SEC 13F filings, a combined $72.1M 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 | Wasatch Advisors LP | 2.9M | $20.2M | ▲+34% Added · +726K sh | Q2 2026 | |
| 2 | Tang Capital Management LLC | 1.6M | $11.4M | —Held | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 675K | $4.8M | ▼−38% Reduced · −407K sh | Q2 2026 | |
| 4 | Punch & Associates Investment Management, Inc. | 536K | $3.8M | ▲New +536K sh | Q2 2026 | |
| 5 | Pale Fire Capital SE | 529K | $3.7M | ▲+9.7% Added · +47K sh | Q2 2026 | |
| 6 | UBS Group AG | 390K | $1.8M | ▲+34% Added · +100K sh | Q1 2026 | |
| 7 | Millennium Management LLC | 383K | $1.8M | ▼−16% Reduced · −75K sh | Q1 2026 | |
| 8 | Opaleye Management Inc. | 350K | $2.5M | ▼−64% Reduced · −610K sh | Q2 2026 | |
| 9 | Summit Financial, LLC | 347K | $2.5M | ▼−8.7% Reduced · −33K sh | Q2 2026 | |
| 10 | Diametric Capital, LP | 296K | $2.1M | ▲+51% Added · +99K sh | Q2 2026 | |
| 11 | Ikarian Capital, LLC | 251K | $1.8M | —Held | Q2 2026 | |
| 12 | Renaissance Technologies LLC | 243K | $1.1M | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 13 | Geode Capital Management, LLC | 216K | $1.5M | ▼−53% Reduced · −247K sh | Q2 2026 | |
| 14 | American Financial Group Inc | 180K | $1.3M | —Held | Q2 2026 | |
| 15 | Trexquant Investment LP | 171K | $1.2M | ▲+510% Added · +143K sh | Q2 2026 | |
| 16 | Northern Trust Corp | 150K | $703K | ▲+60% Added · +56K sh | Q1 2026 | |
| 17 | J. Goldman & Co LP | 138K | $974K | ▼−72% Reduced · −363K sh | Q2 2026 | |
| 18 | BlackRock, Inc. | 101K | $715K | ▼−90% Reduced · −872K sh | Q2 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 95K | $671K | ▼−31% Reduced · −43K sh | Q2 2026 | |
| 20 | Citadel Advisors LLC | 82K | $582K | ▲New +82K sh | Q2 2026 | |
| 21 | PVG Asset Management Corp | 80K | $563K | ▼−0.2% Reduced · −190 sh | Q2 2026 | |
| 22 | Envestnet Asset Management Inc | 72K | $336K | ▲+113% Added · +38K sh | Q1 2026 | |
| 23 | Goldman Sachs Group Inc | 69K | $325K | ▲+261% Added · +50K sh | Q1 2026 | |
| 24 | Boothbay Fund Management, LLC | 67K | $477K | —Held | Q2 2026 | |
| 25 | State Street Corp | 66K | $467K | ▼−72% Reduced · −171K 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, 12 funds opened a new position in DERM and 10 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 |
|---|---|---|
| Microsoft CorpMSFT | 32 funds | $31.8B |
| Nvidia CorpNVDA | 31 funds | $45.5B |
| Howmet Aerospace IncHWM | 31 funds | $3.3B |
| Amazon.com IncAMZN | 30 funds | $25.9B |
| Eli Lilly & CoLLY | 30 funds | $10.4B |
| JPMorgan Chase & CoJPM | 30 funds | $10.0B |
| Micron Technology IncMU | 30 funds | $5.3B |
| General ElectricGE | 30 funds | $4.2B |
| Intel CorpINTC | 30 funds | $3.7B |
| Oracle CorpORCL | 30 funds | $3.2B |
| Uber Technologies IncUBER | 30 funds | $1.9B |
| Hewlett Packard EnterpriseHPE | 30 funds | $1.0B |
Ranked by how many of DERM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DERM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 2, 2025 | Alloush Ramsey | COO | Sell (S) | 3K | $20K |
| May 2, 2025 | Benesch Joseph | CFO | Sell (S) | 2K | $16K |
| May 2, 2025 | Maraoui Claude | President & CEO, Director | Sell (S) | 5K | $33K |
| Mar 11, 2025 | Maraoui Claude | President & CEO, Director | Sell (S) | 49K | $247K |
| Mar 7, 2025 | Maraoui Claude | President & CEO, Director | Sell (S) | 15K | $75K |
| Mar 6, 2025 | Maraoui Claude | President & CEO, Director | Sell (S) | 26K | $129K |
| Mar 5, 2025 | Maraoui Claude | President & CEO, Director | Sell (S) | 18K | $93K |
| Mar 4, 2025 | Maraoui Claude | President & CEO, Director | Sell (S) | 29K | $146K |
| Mar 3, 2025 | Maraoui Claude | President & CEO, Director | Sell (S) | 24K | $122K |
| Feb 21, 2025 | Benesch Joseph | CFO | Sell (S) | 1K | $7K |
| Aug 1, 2024 | Benesch Joseph | CFO | Sell (S) | 9K | $51K |
| Jul 23, 2024 | Benesch Joseph | CFO | Sell (S) | 4K | $22K |
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 | 28 | 24 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 DERM
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/DERM/capital-change-brief"
Use Arkolith's capital_change_brief for DERM. 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 DERM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.