221 tracked 13F filers disclose a position in ERAS as of the latest SEC 13F filings, a combined $4.1B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | $457.5M | 25.0M | ▲+1.2% Added · +300K sh | Q2 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 21.3M | ▲+32% Added · +5.1M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $326.0M | 20.2M | ▲+29% Added · +4.6M sh | Q1 2026 | |
| 4 | RTW INVESTMENTS, LP | $328.8M | 17.9M | ▲+11% Added · +1.8M sh | Q2 2026 | |
| 5 | Venrock Adviser, LLC | $265.1M | 16.4M | ▼−8.3% Reduced · −1.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $223.2M | 12.2M | ▲+31% Added · +2.9M sh | Q2 2026 | |
| 7 | Siren, L.L.C. | $208.8M | 11.4M | ▲+1.4% Added · +154K sh | Q2 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $182.0M | 11.2M | →First observed position No prior filed position | Q1 2026 | |
| 9 | Logos Global Management LP | $180.4M | 11.2M | ▼−14% Reduced · −1.9M sh | Q1 2026 | |
| 10 | Paradigm Biocapital Advisors LP | $168.2M | 10.4M | ▼−27% Reduced · −3.8M sh | Q1 2026 | |
| 11 | ARCH Venture Management, LLC | $129.9M | 7.1M | —Held | Q2 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $119.1M | 6.5M | ▲+8.4% Added · +505K sh | Q2 2026 | |
| 13 | Cormorant Asset Management, LP | $93.8M | 5.8M | ▲New +5.8M sh | Q1 2026 | |
| 14 | Affinity Asset Advisors, LLC | $86.6M | 5.3M | ▲+37% Added · +1.4M sh | Q1 2026 | |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | $83.2M | 5.1M | ▲52× Added · +5.0M sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $78.9M | 4.9M | ▲+46% Added · +1.5M sh | Q1 2026 | |
| 17 | Vivo Capital, LLC | $75.6M | 4.1M | ▼−66% Reduced · −8.0M sh | Q2 2026 | |
| 18 | JANUS HENDERSON GROUP PLC | $60.0M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 19 | SUVRETTA CAPITAL MANAGEMENT, LLC | $55.6M | 3.4M | ▼−76% Reduced · −11.1M sh | Q1 2026 | |
| 20 | Commodore Capital LP | $51.4M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $49.4M | 3.1M | ▲+90% Added · +1.4M sh | Q1 2026 | |
| 22 | Woodline Partners LP | $45.8M | 2.8M | ▲+47% Added · +901K sh | Q1 2026 | |
| 23 | Soleus Capital Management, L.P. | $49.5M | 2.7M | ▲Added Added · +2.7M sh | Q2 2026 | |
| 24 | ALLIANCEBERNSTEIN L.P. | Withheld | 2.6M | ▲13× Added · +2.4M sh | Q1 2026 | |
| 25 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $34.0M | 2.1M | ▲New +2.1M 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, 22 funds opened a new position in ERAS and 25 added to an existing one, while 14 reduced and 0 exited entirely — 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 | 107 funds | $144.5B |
| NVIDIA CORPNVDA | 106 funds | $292.1B |
| ELI LILLY & COLLY | 105 funds | $56.0B |
| MICROSOFT CORPMSFT | 103 funds | $195.1B |
| UNITEDHEALTH GROUP INCUNH | 103 funds | $21.2B |
| META PLATFORMS INC-CLASS AMETA | 102 funds | $81.7B |
| BROADCOM INCAVGO | 100 funds | $115.2B |
| MICRON TECHNOLOGY INCMU | 100 funds | $28.1B |
| INSMED INCINSM | 100 funds | $5.6B |
| ADVANCED MICRO DEVICESAMD | 98 funds | $25.9B |
| ALPHABET INC-CL AGOOGL | 97 funds | $113.6B |
| APPLIED MATERIALS INCAMAT | 97 funds | $23.4B |
Ranked by how many of ERAS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 1, 2026 | Garner Ebun | Chief Legal Officer | Sell (S) | 80K | $1.3M |
| Mar 4, 2026 | Morris Shannon | Chief Medical Officer | Sell (S) | 20K | $301K |
| Jan 7, 2026 | Garner Ebun | General Counsel & Corp. Sec. | Sell (S) | 120K | $671K |
| May 21, 2024 | Casdin Alexander W. | Director | Buy (P) | 80K | $182K |
| Dec 6, 2023 | Lim Jonathan E | Chairman & CEO, Director, 10% Owner | Buy (P) | 278K | $478K |
| Dec 6, 2023 | Start Valerie Denise Harding | Director | Buy (P) | 10K | $19K |
| Dec 5, 2023 | Lim Jonathan E | Chairman & CEO, Director, 10% Owner | Buy (P) | 722K | $1.2M |
| Dec 4, 2023 | Casdin Alexander W. | Director | Buy (P) | 30K | $50K |
| Oct 5, 2023 | Lim Jonathan E | Chairman & CEO, Director, 10% Owner | Buy (P) | 1.0M | $2.0M |
| Jun 8, 2023 | Lim Jonathan E | Chairman & CEO, Director, 10% Owner | Buy (P) | 100K | $275K |
| Apr 10, 2023 | Casdin Alexander W. | Director | Buy (P) | 20K | $55K |
| Mar 28, 2023 | Lim Jonathan E | Chairman & CEO, Director, 10% Owner | Buy (P) | 100K | $284K |
Connected entities for ERAS
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/ERAS/capital-change-brief"
Use Arkolith's capital_change_brief for ERAS. 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 ERAS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.