Among active 13F managers last quarter, 10 opened and 10 added, while 5 reduced; the largest holder to move was Cormorant Asset Management, LP (new position). Over the last 180 days, 3 insiders bought and none sold, a net +$98K in open-market trades.
Funds lean in and no leg opposes.
51 tracked 13F filers disclose a position in IBIO as of the latest SEC 13F filings, a combined $55.5M 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 | Cormorant Asset Management, LP | 3.6M | $6.2M | ▲New +3.6M sh | Q2 2026 | |
| 2 | Silverarc Capital Management, LLC | 3.5M | $6.2M | ▲16× Added · +3.3M sh | Q2 2026 | |
| 3 | Affinity Asset Advisors, LLC | 3.1M | $5.9M | ▲+51% Added · +1.1M sh | Q1 2026 | |
| 4 | Vestal Point Capital, LP | 2.6M | $4.5M | ▲New +2.6M sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 2.1M | $3.7M | ▲+93% Added · +1.0M sh | Q2 2026 | |
| 6 | Frazier Life Sciences Management, L.P. | 2.0M | $3.4M | —Held | Q2 2026 | |
| 7 | Ensign Peak Advisors, Inc | 1.8M | $3.2M | ▲New +1.8M sh | Q2 2026 | |
| 8 | Woodline Partners LP | 1.8M | $3.1M | ▲New +1.8M sh | Q2 2026 | |
| 9 | Millennium Management LLC | 1.5M | $2.9M | ▲New +1.5M sh | Q1 2026 | |
| 10 | Citadel Advisors LLC | 1.4M | $2.4M | ▲+45% Added · +428K sh | Q2 2026 | |
| 11 | Balyasny Asset Management L.P. | 1.0M | $1.9M | ▼−7.8% Reduced · −85K sh | Q1 2026 | |
| 12 | Ikarian Capital, LLC | 957K | $1.7M | —Held | Q2 2026 | |
| 13 | Marshall Wace, LLP | 621K | $1.2M | ▲+412% Added · +499K sh | Q1 2026 | |
| 14 | Geode Capital Management, LLC | 501K | $877K | ▲+29% Added · +113K sh | Q2 2026 | |
| 15 | Walleye Capital LLC | 500K | $876K | ▲+29% Added · +112K sh | Q2 2026 | |
| 16 | ADAR1 Capital Management, LLC | 470K | $893K | ▲+16% Added · +64K sh | Q1 2026 | |
| 17 | Susquehanna International Group, LLP | 413K | $784K | ▲New +413K sh | Q1 2026 | |
| 18 | Two Sigma Investments, LP | 409K | $777K | ▼−10% Reduced · −47K sh | Q1 2026 | |
| 19 | Noesis Capital Mangement Corp | 405K | $709K | ▲+30% Added · +94K sh | Q2 2026 | |
| 20 | Ally Bridge Group (NY) LLC | 390K | $683K | ▲New +390K sh | Q2 2026 | |
| 21 | Bank Of America Corp | 290K | $552K | ▲+151% Added · +175K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 287K | $502K | ▲+40% Added · +82K sh | Q2 2026 | |
| 23 | Boothbay Fund Management, LLC | 254K | $445K | —Held | Q2 2026 | |
| 24 | BlackRock, Inc. | 242K | $424K | ▲+84% Added · +111K sh | Q2 2026 | |
| 25 | Goldman Sachs Group Inc | 200K | $380K | ▲New +200K 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, 10 funds opened a new position in IBIO and 10 added to an existing one, while 5 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 |
|---|---|---|
| Bristol-Myers Squibb CoBMY | 21 funds | $1.7B |
| Nvidia CorpNVDA | 20 funds | $15.5B |
| Alphabet Inc-CL AGOOGL | 20 funds | $7.0B |
| Eli Lilly & CoLLY | 20 funds | $3.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $2.8B |
| Oracle CorpORCL | 20 funds | $1.6B |
| Qualcomm IncQCOM | 20 funds | $603.6M |
| Apple IncAAPL | 19 funds | $12.4B |
| Amazon.com IncAMZN | 19 funds | $10.7B |
| Microsoft CorpMSFT | 19 funds | $7.9B |
| Broadcom IncAVGO | 19 funds | $5.5B |
| Tesla IncTSLA | 19 funds | $4.5B |
Ranked by how many of IBIO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IBIO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 26, 2026 | Banjak Marc | Chief Legal Officer | Buy (P) 2 lots, same day | 14K | $23K |
| Mar 19, 2026 | Brenner Martin | See Remarks, Director | Buy (P) | 12K | $25K |
| Mar 19, 2026 | Duran Felipe | Chief Financial Officer | Buy (P) | 25K | $50K |
| Jan 10, 2025 | Sender Gary | Director | Buy (P) | 9K | $25K |
| Jan 10, 2025 | Clark William D | Director | Buy (P) | 2K | $5K |
| Jan 10, 2025 | Parada Antonio Bernardino Guimaraes | Director | Buy (P) | 184K | $500K |
| Jan 10, 2025 | Brenner Martin | See Remarks, Director | Buy (P) | 9K | $25K |
| Jan 10, 2025 | Banjak Marc | Chief Legal Officer | Buy (P) | 9K | $25K |
| Jan 10, 2025 | Duran Felipe | Chief Financial Officer | Buy (P) | 9K | $25K |
| Jan 10, 2025 | Arkowitz David | Director | Buy (P) | 18K | $50K |
| Nov 1, 2023 | Brenner Martin | See Remarks | Sell (S) | 5K | $1K |
| Oct 3, 2023 | Brenner Martin | See Remarks | Sell (S) | 5K | $2K |
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 | 19 | 7 | – |
Insiders Form 4 open-market | 3 | 0 | +$98K |
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 IBIO
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/IBIO/capital-change-brief"
Use Arkolith's capital_change_brief for IBIO. 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 IBIO. Filings are public domain, sourced to SEC EDGAR.