| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BVF INC/IL | $5.6M | 1.1M | ▲+38% Added · +308K sh | Q1 2026 | |
| 2 | Cable Car Capital, LP | $3.8M | 755K | ▲+17% Added · +111K sh | Q1 2026 | |
| 3 | Omega Fund Management, LLC | $2.3M | 455K | —Held | Q1 2026 | |
| 4 | ORBIMED ADVISORS LLC | $1.9M | 379K | —Held | Q1 2026 | |
| 5 | RTW INVESTMENTS, LP | $1.7M | 334K | —Held | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $1.6M | 325K | ▲New +325K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $646K | 129K | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $622K | 124K | ▲+44% Added · +38K sh | Q1 2026 | |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $408K | 82K | ▲+24% Added · +16K sh | Q1 2026 | |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $333K | 67K | —Held | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $300K | 60K | ▲+11% Added · +6K sh | Q1 2026 | |
| 12 | NEA Management Company, LLC | $250K | 50K | —Held | Q1 2026 | |
| 13 | HSBC HOLDINGS PLC | $166K | 35K | ▲+1.9% Added · +656 sh | Q1 2026 | |
| 14 | Rangeley Capital, LLC | $163K | 33K | ▲+79% Added · +14K sh | Q1 2026 | |
| 15 | Sofinnova Investments, Inc. | $159K | 32K | —Held | Q1 2026 | |
| 16 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | $150K | 30K | ▲+13% Added · +4K sh | Q1 2026 | |
| 17 | VANGUARD FIDUCIARY TRUST CO | $136K | 27K | ▲New +27K sh | Q1 2026 | |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | $133K | 27K | ▲+42% Added · +8K sh | Q1 2026 | |
| 19 | Shay Capital LLC | $96K | 19K | ▼−18% Reduced · −4K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $92K | 18K | ▲+70% Added · +8K sh | Q1 2026 | |
| 21 | XTX Topco Ltd | $76K | 15K | ▲+24% Added · +3K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $66K | 13K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 23 | PRELUDE CAPITAL MANAGEMENT, LLC | $65K | 13K | ▼−3.7% Reduced · −505 sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $57K | 11K | ▲+4.6% Added · +508 sh | Q1 2026 | |
| 25 | BARCLAYS PLC | $55K | 11K | ▲+1.5% Added · +162 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NATERA INCNTRA | 7 funds | $650.0M |
| COMPASS THERAPEUTICS INCCMPX | 7 funds | $159.0M |
| INSMED INCINSM | 6 funds | $1.2B |
| INTUITIVE SURGICAL INCISRG | 6 funds | $842.8M |
| ELI LILLY & COLLY | 6 funds | $627.8M |
| BRISTOL-MYERS SQUIBB COBMY | 6 funds | $328.4M |
| UNITED THERAPEUTICS CORPUTHR | 6 funds | $311.4M |
| NEUROCRINE BIOSCIENCES INCNBIX | 6 funds | $217.8M |
| ACADIA PHARMACEUTICALS INCACAD | 6 funds | $178.0M |
| STRYKER CORPSYK | 6 funds | $167.1M |
| BIOGEN INCBIIB | 6 funds | $81.3M |
| ARGENX SE - ADRARGX | 5 funds | $779.4M |
Ranked by how many of IMA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 24, 2025 | SLATTERY JOSEPH P | Director | Buy (P) | 16K | $96K |
| Jul 25, 2025 | Stampacchia Otello | Director | Buy (P) | 268K | $8.0M |
| Jul 25, 2025 | Bonita David P | Director | Buy (P) | 84K | $2.5M |
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/IMA/capital-change-brief"
Use Arkolith's capital_change_brief for IMA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.