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/HALO/capital-change-brief"
Use Arkolith's capital_change_brief for HALO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $857.3M | 13.3M | ▲+0.8% Added · +111K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $340.7M | 5.3M | ▲New +5.3M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $339.3M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $319.1M | 4.9M | ▼−3.6% Reduced · −184K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $188.3M | 2.9M | ▲+6.5% Added · +179K sh | Q1 2026 | |
| 6 | Boston Partners | $173.4M | 2.7M | ▲+451% Added · +2.2M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $165.6M | 2.6M | ▼−3.6% Reduced · −96K sh | Q1 2026 | |
| 8 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $163.3M | 2.5M | ▲+37% Added · +683K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $162.0M | 2.5M | ▲+3.0% Added · +73K sh | Q1 2026 | |
| 10 | SNYDER CAPITAL MANAGEMENT L P | $150.1M | 2.3M | ▼−3.2% Reduced · −76K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $134.4M | 2.1M | ▼−1.1% Reduced · −24K sh | Q1 2026 | |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $124.0M | 1.9M | ▼−40% Reduced · −1.3M sh | Q1 2026 | |
| 13 | NORGES BANK | $128.2M | 1.9M | ▲+120% Added · +1.0M sh | Q4 2025 | |
| 14 | D. E. Shaw & Co., Inc. | $120.8M | 1.9M | ▲+13% Added · +219K sh | Q1 2026 | |
| 15 | ALLIANCEBERNSTEIN L.P. | $116.9M | 1.7M | ▼−5.4% Reduced · −99K sh | Q1 2026 | |
| 16 | ROYAL LONDON ASSET MANAGEMENT LTD | $104.1M | 1.6M | ▲+17% Added · +239K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $102.4M | 1.6M | ▲+121% Added · +868K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $99.3M | 1.5M | ▲+9.3% Added · +130K sh | Q1 2026 | |
| 19 | FIRST TRUST ADVISORS LP | $95.8M | 1.5M | ▲+47% Added · +471K sh | Q1 2026 | |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | $94.7M | 1.5M | ▲+6.2% Added · +86K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $83.3M | 1.3M | ▲+3.8% Added · +48K sh | Q1 2026 | |
| 22 | CONGRESS ASSET MANAGEMENT CO | $82.8M | 1.3M | ▼−1.6% Reduced · −22K sh | Q1 2026 | |
| 23 | JANUS HENDERSON GROUP PLC | $79.7M | 1.2M | ▲+43% Added · +370K sh | Q1 2026 | |
| 24 | Stephens Investment Management Group LLC | $78.8M | 1.2M | ▼−0.4% Reduced · −5K sh | Q1 2026 | |
| 25 | TD ASSET MANAGEMENT INC | $75.5M | 1.2M | ▲+25% Added · +237K 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 8, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Option exercise (M) | 2K | $23K |
| Jul 8, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 888 | $70K |
| Jul 8, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Sell (S) | 1K | $83K |
| Jul 8, 2026 | Torley Helen | PRESIDENT AND CEO, Director | Option exercise (M) | 2K | $23K |
| Jul 1, 2026 | RAMSAY DAVID A | EVP, PRESIDENT, DRUG DELIVERY | Grant (A) | 16K | $0 |
| Jul 1, 2026 | RAMSAY DAVID A | EVP, PRESIDENT, DRUG DELIVERY | Grant (A) | 40K | $0 |
| Jul 1, 2026 | Connaughton Bernadette | Director | Sell (S) | 1K | $76K |
| Jul 1, 2026 | Connaughton Bernadette | Director | Sell (S) | 625 | $48K |
| Jul 1, 2026 | Snellgrove Darren | SVP, Chief Financial Officer | Grant (A) | 42K | $0 |
| Jul 1, 2026 | Snellgrove Darren | SVP, Chief Financial Officer | Grant (A) | 127K | $0 |
| Jun 30, 2026 | RAMSAY DAVID A | EVP, PRESIDENT, DRUG DELIVERY | Option exercise (M) | 10K | $0 |
| Jun 30, 2026 | RAMSAY DAVID A | EVP, PRESIDENT, DRUG DELIVERY | Tax withholding (F) | 5K | $423K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 206 funds | $235.9B |
| ALPHABET INC-CL AGOOGL | 203 funds | $146.5B |
| APPLE INCAAPL | 201 funds | $255.1B |
| AMAZON.COM INCAMZN | 201 funds | $177.4B |
| NVIDIA CORPNVDA | 200 funds | $332.0B |
| META PLATFORMS INC-CLASS AMETA | 199 funds | $94.7B |
| JPMORGAN CHASE & COJPM | 199 funds | $59.8B |
| BROADCOM INCAVGO | 198 funds | $131.6B |
| MASTERCARD INC - AMA | 197 funds | $46.1B |
| JOHNSON & JOHNSONJNJ | 194 funds | $43.5B |
| COSTCO WHOLESALE CORPCOST | 194 funds | $38.1B |
| ELI LILLY & COLLY | 192 funds | $65.6B |
Ranked by how many of HALO'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 HALO. 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.