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/IMCR/capital-change-brief"
Use Arkolith's capital_change_brief for IMCR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RTW INVESTMENTS, LP | $146.8M | 4.9M | —Held | Q1 2026 | |
| 2 | FMR LLC | $145.6M | 4.8M | ▲+6.4% Added · +290K sh | Q1 2026 | |
| 3 | PRIMECAP MANAGEMENT CO/CA/ | $111.4M | 3.7M | ▼−6.8% Reduced · −269K sh | Q1 2026 | |
| 4 | Bellevue Group AG | $84.3M | 2.8M | —Held | Q1 2026 | |
| 5 | Vestal Point Capital, LP | $83.4M | 2.8M | ▲+373% Added · +2.2M sh | Q1 2026 | |
| 6 | TANG CAPITAL MANAGEMENT LLC | $79.9M | 2.6M | ▲+0.8% Added · +21K sh | Q1 2026 | |
| 7 | Deep Track Capital, LP | $58.2M | 1.9M | ▼−3.6% Reduced · −72K sh | Q1 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | Withheld | 1.9M | ▼−68% Reduced · −4.1M sh | Q1 2026 | |
| 9 | Logos Global Management LP | $45.2M | 1.5M | ▲+76% Added · +650K sh | Q1 2026 | |
| 10 | BVF INC/IL | $39.0M | 1.3M | ▼−13% Reduced · −195K sh | Q1 2026 | |
| 11 | MILLENNIUM MANAGEMENT LLC | $37.3M | 1.2M | ▲+36% Added · +326K sh | Q1 2026 | |
| 12 | ARMISTICE CAPITAL, LLC | $35.8M | 1.2M | ▲+8.2% Added · +90K sh | Q1 2026 | |
| 13 | Point72 Asset Management, L.P. | $33.2M | 1.1M | ▲+119% Added · +598K sh | Q1 2026 | |
| 14 | Fiera Capital Corp | $32.6M | 1.1M | ▲+3.4% Added · +35K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $30.8M | 1.0M | ▲+184% Added · +662K sh | Q1 2026 | |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | $27.7M | 919K | ▼−5.1% Reduced · −49K sh | Q1 2026 | |
| 17 | Kynam Capital Management, LP | $26.7M | 885K | ▲+3.3% Added · +28K sh | Q1 2026 | |
| 18 | BAKER BROS. ADVISORS LP | $22.1M | 734K | ▼−68% Reduced · −1.6M sh | Q1 2026 | |
| 19 | Trails Edge Capital Partners, LP | $20.6M | 683K | —Held | Q1 2026 | |
| 20 | Caption Management, LLC | $20.0M | 662K | ▲+601% Added · +567K sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $19.8M | 656K | ▲+99% Added · +327K sh | Q1 2026 | |
| 22 | Hudson Bay Capital Management LP | $19.1M | 633K | ▲+65% Added · +250K sh | Q1 2026 | |
| 23 | JANUS HENDERSON GROUP PLC | $17.9M | 595K | ▲+31% Added · +140K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $15.7M | 519K | ▼−21% Reduced · −139K sh | Q1 2026 | |
| 25 | Frazier Life Sciences Management, L.P. | $14.6M | 485K | ▲+26% Added · +100K 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 |
|---|---|---|---|---|---|
| May 27, 2026 | Kaul Siddharth | Director | Grant (A) | 27K | $0 |
| May 27, 2026 | Ratcliffe Peter John | Director | Grant (A) | 27K | $0 |
| May 27, 2026 | Pao William | Director | Grant (A) | 27K | $0 |
| May 27, 2026 | Peterson Kristine | Director | Grant (A) | 27K | $0 |
| May 27, 2026 | Herbst Roy Steven | Director | Grant (A) | 27K | $0 |
| May 27, 2026 | Bell John Irving | Director | Grant (A) | 27K | $0 |
| Feb 18, 2026 | Jallal Bahija | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 11K | $371K |
| Feb 18, 2026 | GOLL JOHN | SVP, FINANCE & CAO | Sell (S) | 698 | $23K |
| Feb 18, 2026 | Berman David M | HEAD OF R&D | Sell (S) | 6K | $193K |
| Feb 18, 2026 | St Leger Tina Amber | CHIEF HR OFFICER | Sell (S) | 1K | $32K |
| Feb 17, 2026 | Jallal Bahija | CHIEF EXECUTIVE OFFICER, Director | Option exercise (M) | 24K | $0 |
| Feb 17, 2026 | Jallal Bahija | CHIEF EXECUTIVE OFFICER, Director | Option exercise (M) | 24K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 49 funds | $3.9B |
| MICROSOFT CORPMSFT | 47 funds | $17.7B |
| UNITEDHEALTH GROUP INCUNH | 47 funds | $2.7B |
| INTUITIVE SURGICAL INCISRG | 47 funds | $2.2B |
| BOSTON SCIENTIFIC CORPBSX | 47 funds | $1.5B |
| AMAZON.COM INCAMZN | 46 funds | $15.0B |
| BROADCOM INCAVGO | 46 funds | $10.2B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $8.0B |
| VISA INC-CLASS A SHARESV | 46 funds | $3.4B |
| GILEAD SCIENCES INCGILD | 46 funds | $1.9B |
| NVIDIA CORPNVDA | 45 funds | $24.4B |
| ALPHABET INC-CL AGOOGL | 45 funds | $13.6B |
Ranked by how many of IMCR'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 IMCR. 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.