| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JANUS HENDERSON GROUP PLC | $93.5M | 1.3M | ▲+11% Added · +128K sh | Q1 2026 | |
| 2 | Cormorant Asset Management, LP | $77.3M | 1.1M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $45.4M | 622K | ▲+58% Added · +228K sh | Q1 2026 | |
| 4 | Vivo Capital, LLC | $40.7M | 557K | ▲+11% Added · +56K sh | Q1 2026 | |
| 5 | BRAIDWELL LP | $39.4M | 540K | ▲+66% Added · +215K sh | Q1 2026 | |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $36.2M | 496K | ▲+25% Added · +100K sh | Q1 2026 | |
| 7 | Vestal Point Capital, LP | $35.9M | 492K | ▲New +492K sh | Q1 2026 | |
| 8 | PERCEPTIVE ADVISORS LLC | $27.5M | 378K | ▼−16% Reduced · −72K sh | Q1 2026 | |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | $21.7M | 297K | ▲+32% Added · +72K sh | Q1 2026 | |
| 10 | DEERFIELD MANAGEMENT COMPANY, L.P. | $20.7M | 283K | ▲New +283K sh | Q1 2026 | |
| 11 | RA CAPITAL MANAGEMENT, L.P. | $19.3M | 265K | ▲New +265K sh | Q1 2026 | |
| 12 | GREAT POINT PARTNERS LLC | $16.1M | 220K | ▲New +220K sh | Q1 2026 | |
| 13 | MPM BioImpact LLC | $15.5M | 212K | ▼−7.8% Reduced · −18K sh | Q1 2026 | |
| 14 | Ikarian Capital, LLC | $12.2M | 167K | ▲+4.5% Added · +7K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $9.7M | 133K | ▲+0.5% Added · +642 sh | Q1 2026 | |
| 16 | EVENTIDE ASSET MANAGEMENT, LLC | $9.5M | 130K | ▲+26% Added · +27K sh | Q1 2026 | |
| 17 | ACUTA CAPITAL PARTNERS, LLC | $8.2M | 112K | ▲+33% Added · +28K sh | Q1 2026 | |
| 18 | STATE STREET CORP | $7.9M | 108K | ▲+40% Added · +31K sh | Q1 2026 | |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | $6.5M | 89K | ▲+40% Added · +25K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $5.4M | 74K | ▲+53% Added · +26K sh | Q1 2026 | |
| 21 | B Group, Inc. | $4.9M | 68K | ▲New +68K sh | Q1 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.4M | 60K | ▲New +60K sh | Q1 2026 | |
| 23 | Walleye Capital LLC | $3.9M | 54K | ▲+108% Added · +28K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $3.9M | 53K | ▼−73% Reduced · −142K sh | Q1 2026 | |
| 25 | BOOTHBAY FUND MANAGEMENT, LLC | $3.7M | 51K | ▲+8.0% Added · +4K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 23 funds | $623.0M |
| NUVALENT INC-ANUVL | 21 funds | $2.5B |
| INTUITIVE SURGICAL INCISRG | 21 funds | $586.2M |
| NEUROCRINE BIOSCIENCES INCNBIX | 21 funds | $420.0M |
| PRAXIS PRECISION MEDICINES IPRAX | 20 funds | $1.5B |
| REVOLUTION MEDICINES INCRVMD | 20 funds | $839.2M |
| CELCUITY INCCELC | 20 funds | $621.0M |
| COGENT BIOSCIENCES INCCOGT | 20 funds | $609.1M |
| UNITED THERAPEUTICS CORPUTHR | 20 funds | $406.4M |
| GUARDANT HEALTH INCGH | 20 funds | $388.0M |
| STRYKER CORPSYK | 20 funds | $378.3M |
| XENON PHARMACEUTICALS INCXENE | 20 funds | $376.3M |
Ranked by how many of DRUG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 28, 2026 | Cormorant Asset Management, LP | Insider | Sell (S) | 109K | $9.8M |
| Nov 4, 2024 | Cormorant Asset Management, LP | 10% Owner | Buy (P) | 184K | $4.0M |
| Oct 16, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 7K | $172K |
| Oct 16, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 3K | $78K |
| Oct 16, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 40K | $923K |
| Oct 15, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 3K | $23K |
| Oct 15, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 238K | $1.1M |
| Oct 15, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 63K | $374K |
| Oct 15, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 33K | $214K |
| Oct 15, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 9K | $65K |
| Oct 15, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 3K | $25K |
| Oct 15, 2024 | Cormorant Global Healthcare Master Fund, LP | 10% Owner | Buy (P) | 19K | $225K |
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/DRUG/capital-change-brief"
Use Arkolith's capital_change_brief for DRUG. 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 DRUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.