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/FULC/capital-change-brief"
Use Arkolith's capital_change_brief for FULC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SUVRETTA CAPITAL MANAGEMENT, LLC | $50.3M | 6.6M | —Held | Q1 2026 | |
| 2 | RA CAPITAL MANAGEMENT, L.P. | $46.4M | 6.1M | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $41.3M | 5.4M | ▲+26% Added · +1.1M sh | Q1 2026 | |
| 4 | TCG Crossover Management, LLC | $40.3M | 5.3M | —Held | Q1 2026 | |
| 5 | BRAIDWELL LP | $24.0M | 3.1M | ▲+2.4% Added · +74K sh | Q1 2026 | |
| 6 | Nantahala Capital Management, LLC | $23.4M | 3.1M | ▼−29% Reduced · −1.2M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $20.7M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 8 | Siren, L.L.C. | $18.0M | 2.4M | ▲+21% Added · +400K sh | Q1 2026 | |
| 9 | First Turn Management, LLC | $17.3M | 2.3M | ▲+19% Added · +363K sh | Q1 2026 | |
| 10 | Aberdeen Group plc | $17.0M | 2.2M | ▲+76% Added · +958K sh | Q1 2026 | |
| 11 | Point72 Asset Management, L.P. | $15.9M | 2.1M | ▼−13% Reduced · −323K sh | Q1 2026 | |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | $13.7M | 1.8M | ▲+83% Added · +810K sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $12.5M | 1.6M | ▼−15% Reduced · −290K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $11.9M | 1.5M | ▲+54% Added · +545K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $11.4M | 1.5M | ▲+34% Added · +381K sh | Q1 2026 | |
| 16 | Alyeska Investment Group, L.P. | $10.2M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $9.9M | 1.3M | ▲+7.1% Added · +85K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $8.7M | 1.1M | ▲+7.5% Added · +79K sh | Q1 2026 | |
| 19 | Vestal Point Capital, LP | $8.4M | 1.1M | ▲+16% Added · +150K sh | Q1 2026 | |
| 20 | Ikarian Capital, LLC | $8.0M | 1.0M | ▼−24% Reduced · −326K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $7.5M | 975K | ▲+148% Added · +582K sh | Q1 2026 | |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | $5.7M | 737K | ▲+26% Added · +154K sh | Q1 2026 | |
| 23 | Y-Intercept (Hong Kong) Ltd | $2.5M | 682K | ▲+345% Added · +528K sh | Q2 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.6M | 599K | ▲New +599K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $4.4M | 572K | ▲+77% Added · +248K 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 15, 2026 | TANG KEVIN | 10% Owner | Buy (P) | 107K | $382K |
| Jul 14, 2026 | TANG KEVIN | 10% Owner | Buy (P) | 76K | $272K |
| Jul 14, 2026 | TANG KEVIN | 10% Owner | Buy (P) | 54K | $191K |
| Jul 13, 2026 | TANG KEVIN | 10% Owner | Buy (P) | 13K | $46K |
| Jun 30, 2026 | Banks Sonja | Director | Grant (A) | 32K | $0 |
| Jun 30, 2026 | Hill Colin | Director | Grant (A) | 32K | $0 |
| Jun 30, 2026 | GERAGHTY JAMES A | Director | Grant (A) | 32K | $0 |
| Jun 30, 2026 | King Rachel K. | Director | Grant (A) | 32K | $0 |
| Jun 30, 2026 | Haviland Kate | Director | Grant (A) | 32K | $0 |
| Jun 30, 2026 | Gould Robert J | Director | Grant (A) | 32K | $0 |
| Jun 30, 2026 | Dorton Katina | Director | Grant (A) | 32K | $0 |
| Jun 30, 2026 | Ezekowitz Alan | Director | Grant (A) | 32K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| BOSTON SCIENTIFIC CORPBSX | 49 funds | $1.5B |
| MICROSOFT CORPMSFT | 48 funds | $18.1B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $9.5B |
| NVIDIA CORPNVDA | 47 funds | $29.5B |
| AMAZON.COM INCAMZN | 47 funds | $14.7B |
| MICRON TECHNOLOGY INCMU | 47 funds | $5.9B |
| ELI LILLY & COLLY | 47 funds | $4.7B |
| UNITEDHEALTH GROUP INCUNH | 47 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 46 funds | $12.6B |
| BROADCOM INCAVGO | 46 funds | $11.5B |
| TESLA INCTSLA | 46 funds | $5.4B |
| PALANTIR TECHNOLOGIES INC-APLTR | 46 funds | $3.0B |
Ranked by how many of FULC'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 FULC. 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.