Among active 13F managers last quarter, 14 opened and 15 added, while 8 reduced; the largest holder to move was Orbimed Advisors LLC (+32%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
72 tracked 13F filers disclose a position in FBRX as of the latest SEC 13F filings, a combined $444.1M 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 | Federated Hermes, Inc. | 1.8M | $45.7M | —Held | Q1 2026 | |
| 2 | Orbimed Advisors LLC | 1.6M | $33.5M | ▲+32% Added · +381K sh | Q2 2026 | |
| 3 | Fred Alger Management, LLC | 1.3M | $33.0M | ▼−13% Reduced · −187K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 1.2M | $26.0M | ▲19× Added · +1.2M sh | Q2 2026 | |
| 5 | Janus Henderson Group Ltd. | 1.2M | $30.8M | ▼−17% Reduced · −238K sh | Q1 2026 | |
| 6 | Affinity Asset Advisors, LLC | 1.0M | $26.2M | ▲+2.3% Added · +22K sh | Q1 2026 | |
| 7 | MPM BioImpact LLC | 987K | $21.0M | ▼−1.3% Reduced · −13K sh | Q2 2026 | |
| 8 | Adage Capital Partners GP, L.L.C. | 950K | $24.6M | ▲+185% Added · +617K sh | Q1 2026 | |
| 9 | TCG Crossover Management, LLC | 920K | $19.6M | ▲New +920K sh | Q2 2026 | |
| 10 | Vanguard Capital Management LLC | 862K | $18.3M | ▲+62% Added · +330K sh | Q2 2026 | |
| 11 | Woodline Partners LP | 713K | $15.1M | ▲+115% Added · +381K sh | Q2 2026 | |
| 12 | Integral Health Asset Management, LLC | 675K | $14.3M | ▲+350% Added · +525K sh | Q2 2026 | |
| 13 | Citadel Advisors LLC | 547K | $11.6M | ▲+135% Added · +314K sh | Q2 2026 | |
| 14 | FMR LLC | 503K | $10.7M | ▲+48% Added · +162K sh | Q2 2026 | |
| 15 | Morgan Stanley | 500K | $13.0M | ▲+609% Added · +430K sh | Q1 2026 | |
| 16 | Geode Capital Management, LLC | 473K | $10.1M | ▲+277% Added · +348K sh | Q2 2026 | |
| 17 | Cable Car Capital, LP | 400K | $8.5M | —Held | Q2 2026 | |
| 18 | Millennium Management LLC | 338K | $8.8M | ▲+37% Added · +91K sh | Q1 2026 | |
| 19 | State Street Corp | 329K | $7.0M | ▲+499% Added · +274K sh | Q2 2026 | |
| 20 | Candriam S.C.A. | 303K | $6.4M | ▲+257% Added · +218K sh | Q2 2026 | |
| 21 | Boxer Capital Management, LLC | 275K | $5.8M | ▲New +275K sh | Q2 2026 | |
| 22 | Trails Edge Capital Partners, LP | 273K | $5.8M | ▲New +273K sh | Q2 2026 | |
| 23 | Sphera Funds Management LTD. | 250K | $5.3M | ▲+35% Added · +65K sh | Q2 2026 | |
| 24 | Squadron Capital Management LLC | 225K | $4.8M | ▲New +225K sh | Q2 2026 | |
| 25 | AWM Investment Company, Inc. | 223K | $4.7M | ▲+11% Added · +23K 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, 14 funds opened a new position in FBRX and 15 added to an existing one, while 8 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 |
|---|---|---|
| Cogent Biosciences IncCOGT | 33 funds | $1.3B |
| Revolution Medicines IncRVMD | 31 funds | $3.5B |
| Nvidia CorpNVDA | 30 funds | $127.4B |
| Amazon.com IncAMZN | 30 funds | $55.2B |
| Eli Lilly & CoLLY | 30 funds | $28.6B |
| Definium Therapeutics IncDFTX | 30 funds | $708.5M |
| Relay Therapeutics IncRLAY | 30 funds | $436.0M |
| Microsoft CorpMSFT | 29 funds | $64.8B |
| Micron Technology IncMU | 29 funds | $24.2B |
| Lam Research CorpLRCX | 29 funds | $16.6B |
| Cisco Systems IncCSCO | 29 funds | $7.3B |
| Apple IncAAPL | 28 funds | $82.0B |
Ranked by how many of FBRX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FBRX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 30, 2025 | Riley Antony A | CHIEF FINANCIAL OFFICER | Buy (P) | 10K | $255K |
| Nov 21, 2024 | Riley Antony A | CHIEF FINANCIAL OFFICER | Buy (P) | 23K | $125K |
| Dec 18, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) | 10K | $8K |
| Dec 14, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) | 10K | $7K |
| Dec 13, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) | 11K | $7K |
| Dec 12, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) | 5K | $3K |
| Dec 11, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) | 25K | $16K |
| Dec 8, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) | 15K | $9K |
| Dec 7, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) | 36K | $21K |
| Nov 22, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) | 400 | $172 |
| Nov 20, 2023 | Wagner Paul A. | See Remarks, Director | Buy (P) 3 lots, same day | 7K | $3K |
| Dec 16, 2022 | Wagner Paul A. | See Remarks, Director | Buy (P) | 44K | $47K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 29 | 17 | – |
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 FBRX
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/FBRX/capital-change-brief"
Use Arkolith's capital_change_brief for FBRX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for FBRX. Filings are public domain, sourced to SEC EDGAR.