Among active 13F managers last quarter, 13 opened and 8 added, while 13 reduced; the largest holder to move was Defilade Capital Management, L.P. (+8.3%). No open-market insider trades in the last 180 days.
21 adding vs 13 trimming; no open-market insider net.
124 tracked 13F filers disclose a position in ELDN as of the latest SEC 13F filings, a combined $131.6M 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 | BVF Inc | 6.3M | $19.4M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | 4.4M | $13.5M | ▲+21% Added · +755K sh | Q1 2026 | |
| 3 | Defilade Capital Management, L.P. | 3.6M | $11.0M | ▲+8.3% Added · +274K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 3.3M | $10.1M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | Ensign Peak Advisors, Inc | 2.1M | $8.3M | ▼−15% Reduced · −364K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 2.0M | $7.7M | ▲+9.2% Added · +165K sh | Q2 2026 | |
| 7 | Zimmer Partners, LP | 1.9M | $5.8M | ▼−21% Reduced · −509K sh | Q1 2026 | |
| 8 | Sphera Funds Management LTD. | 1.8M | $5.5M | ▼−17% Reduced · −360K sh | Q1 2026 | |
| 9 | Catalio Capital Management, LP | 1.7M | $6.7M | ▲+3.4% Added · +55K sh | Q2 2026 | |
| 10 | State Street Corp | 1.6M | $6.4M | ▲+40% Added · +467K sh | Q2 2026 | |
| 11 | AWM Investment Company, Inc. | 1.1M | $3.4M | —Held | Q1 2026 | |
| 12 | Kingdon Capital Management, L.L.C. | 1.0M | $3.2M | —Held | Q1 2026 | |
| 13 | ADAR1 Capital Management, LLC | 974K | $3.0M | ▼−47% Reduced · −847K sh | Q1 2026 | |
| 14 | Bank Of America Corp | 870K | $2.7M | ▲14× Added · +809K sh | Q1 2026 | |
| 15 | 22NW, LP | 636K | $2.5M | —Held | Q2 2026 | |
| 16 | CM Management, LLC | 575K | $2.3M | ▼−12% Reduced · −75K sh | Q2 2026 | |
| 17 | Blue Owl Capital Holdings LP | 567K | $2.2M | ▼−60% Reduced · −853K sh | Q2 2026 | |
| 18 | UBS Group AG | 547K | $1.7M | ▼−7.7% Reduced · −46K sh | Q1 2026 | |
| 19 | Northern Trust Corp | 544K | $1.7M | ▲+27% Added · +114K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 504K | $1.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 21 | Vanguard Portfolio Management LLC | 430K | $1.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 22 | Goldman Sachs Group Inc | 370K | $1.1M | ▲+86% Added · +171K sh | Q1 2026 | |
| 23 | Triumph Capital Management | 303K | $1.2M | ▲New +303K sh | Q2 2026 | |
| 24 | Citadel Advisors LLC | 216K | $851K | ▲Added Added · +216K sh | Q2 2026 | |
| 25 | Charles Schwab Investment Management Inc | 194K | $598K | ▲+12% Added · +21K 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, 13 funds opened a new position in ELDN and 8 added to an existing one, while 13 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 | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 52 funds | $50.5B |
| MICROSOFT CORPMSFT | 51 funds | $77.5B |
| NVIDIA CORPNVDA | 50 funds | $119.2B |
| ELI LILLY & COLLY | 50 funds | $23.3B |
| APPLE INCAAPL | 49 funds | $94.7B |
| ALPHABET INC-CL AGOOGL | 49 funds | $45.8B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $32.4B |
| JPMORGAN CHASE & COJPM | 49 funds | $17.6B |
| MICRON TECHNOLOGY INCMU | 49 funds | $10.3B |
| TESLA INCTSLA | 48 funds | $19.7B |
| WALMART INCWMT | 48 funds | $9.2B |
| COSTCO WHOLESALE CORPCOST | 48 funds | $9.1B |
Ranked by how many of ELDN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 9, 2024 | BVF INC/IL | 10% Owner | Buy (P) | 821K | — |
| May 9, 2024 | BVF INC/IL | 10% Owner | Buy (P) | 75K | — |
| May 9, 2024 | BVF INC/IL | 10% Owner | Buy (P) | 1.0M | — |
| May 5, 2023 | Biotechnology Value Trading Fund OS LP | Insider | Buy (P) | 837K | — |
| May 5, 2023 | Biotechnology Value Trading Fund OS LP | Insider | Buy (P) | 86K | — |
| May 5, 2023 | Biotechnology Value Trading Fund OS LP | Insider | Buy (P) | 1.1M | — |
| Nov 23, 2022 | Perrin Steven | President, Director | Buy (P) | 1K | $3K |
| Dec 20, 2021 | Gros David-Alexandre C | Chief Executive Officer, Director | Buy (P) | 2K | $9K |
| Aug 17, 2021 | Gros David-Alexandre C | Chief Executive Officer, Director | Buy (P) | 4K | $25K |
| Jun 11, 2021 | Little Paul Sean | CHIEF FINANCIAL OFFICER | Buy (P) | 10K | $89K |
| Jun 9, 2021 | Gros David-Alexandre C | Chief Executive Officer, Director | Buy (P) | 3K | $24K |
| Dec 2, 2020 | OrbiMed Israel GP Ltd. | 10% Owner | Sell (S) | 103K | $2.2M |
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
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Latest quarterly filings | 34 | 19 | – |
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 ~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 ELDN
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/ELDN/capital-change-brief"
Use Arkolith's capital_change_brief for ELDN. 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 ELDN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.