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/EWTX/capital-change-brief"
Use Arkolith's capital_change_brief for EWTX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ORBIMED ADVISORS LLC | $488.8M | 15.5M | —Held | Q1 2026 | |
| 2 | RA CAPITAL MANAGEMENT, L.P. | $328.5M | 10.4M | —Held | Q1 2026 | |
| 3 | Paradigm Biocapital Advisors LP | $232.0M | 7.4M | ▲+13% Added · +824K sh | Q1 2026 | |
| 4 | BAKER BROS. ADVISORS LP | $207.1M | 6.6M | —Held | Q1 2026 | |
| 5 | BlackRock, Inc. | $203.9M | 6.5M | ▼−2.4% Reduced · −158K sh | Q1 2026 | |
| 6 | JANUS HENDERSON GROUP PLC | $186.3M | 5.9M | ▲+30% Added · +1.3M sh | Q1 2026 | |
| 7 | Novo Holdings A/S | $168.5M | 5.3M | —Held | Q1 2026 | |
| 8 | Siren, L.L.C. | $139.6M | 4.4M | ▼−2.2% Reduced · −100K sh | Q1 2026 | |
| 9 | PERCEPTIVE ADVISORS LLC | $139.4M | 4.4M | ▼−0.8% Reduced · −34K sh | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $119.3M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 11 | Cormorant Asset Management, LP | $102.7M | 3.3M | ▼−0.8% Reduced · −25K sh | Q1 2026 | |
| 12 | BRAIDWELL LP | $73.9M | 2.3M | ▼−55% Reduced · −2.9M sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $70.7M | 2.2M | ▼−23% Reduced · −665K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $56.4M | 1.8M | ▲+2.5% Added · +44K sh | Q1 2026 | |
| 15 | ALLIANCEBERNSTEIN L.P. | $42.7M | 1.7M | ▲+66% Added · +686K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $54.1M | 1.7M | ▼~0% Reduced · −520 sh | Q1 2026 | |
| 17 | MPM BioImpact LLC | $52.3M | 1.7M | ▲+0.3% Added · +5K sh | Q1 2026 | |
| 18 | Integral Health Asset Management, LLC | $50.4M | 1.6M | ▲+6.7% Added · +100K sh | Q1 2026 | |
| 19 | Bellevue Group AG | $48.1M | 1.5M | —Held | Q1 2026 | |
| 20 | Soleus Capital Management, L.P. | $45.7M | 1.4M | ▲+59% Added · +540K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $41.8M | 1.3M | ▼−10.0% Reduced · −147K sh | Q1 2026 | |
| 22 | UBS Group AG | $41.3M | 1.3M | ▼−38% Reduced · −806K sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $38.4M | 1.2M | ▲+0.5% Added · +6K sh | Q1 2026 | |
| 24 | AMERICAN CENTURY COMPANIES INC | $36.1M | 1.1M | ▼−3.3% Reduced · −39K sh | Q1 2026 | |
| 25 | FMR LLC | $32.0M | 1.0M | ▲+47% Added · +324K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Fox Jonathan C | Director | Grant (A) | 319 | $0 |
| Jul 1, 2026 | Russell Alan J | Chief Scientific Officer, Director | Option exercise (M) | 130K | $59K |
| Jul 1, 2026 | Russell Alan J | Chief Scientific Officer, Director | Option exercise (M) | 70K | $13K |
| Jul 1, 2026 | Russell Alan J | Chief Scientific Officer, Director | Sell (S) | 130K | $5.1M |
| Jul 1, 2026 | Russell Alan J | Chief Scientific Officer, Director | Sell (S) | 70K | $2.7M |
| Jul 1, 2026 | Russell Alan J | Chief Scientific Officer, Director | Option exercise (M) | 130K | $0 |
| Jul 1, 2026 | Russell Alan J | Chief Scientific Officer, Director | Option exercise (M) | 70K | $0 |
| Jun 5, 2026 | ROOT JONATHAN D | Director | Grant (A) | 16K | $0 |
| Jun 5, 2026 | Edris Badreddin | Director | Grant (A) | 6K | $0 |
| Jun 5, 2026 | Edris Badreddin | Director | Grant (A) | 8K | $0 |
| Jun 5, 2026 | Fox Jonathan C | Director | Grant (A) | 16K | $0 |
| Jun 5, 2026 | Martin Christopher Nathan | Director | Grant (A) | 16K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| INTUITIVE SURGICAL INCISRG | 57 funds | $2.6B |
| ELI LILLY & COLLY | 56 funds | $6.9B |
| BOSTON SCIENTIFIC CORPBSX | 56 funds | $1.6B |
| NVIDIA CORPNVDA | 52 funds | $37.8B |
| AMAZON.COM INCAMZN | 52 funds | $18.1B |
| ALPHABET INC-CL AGOOGL | 52 funds | $16.5B |
| DEXCOM INCDXCM | 52 funds | $607.3M |
| NEUROCRINE BIOSCIENCES INCNBIX | 52 funds | $489.4M |
| MICROSOFT CORPMSFT | 51 funds | $24.5B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $11.0B |
| SERVICENOW INCNOW | 51 funds | $1.6B |
| COGENT BIOSCIENCES INCCOGT | 51 funds | $800.0M |
Ranked by how many of EWTX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EWTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.