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/LRMR/capital-change-brief"
Use Arkolith's capital_change_brief for LRMR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DEERFIELD MANAGEMENT COMPANY, L.P. | $160.2M | 35.6M | ▲+16% Added · +5.0M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $16.9M | 3.8M | ▲+1.9% Added · +71K sh | Q1 2026 | |
| 3 | MILLENNIUM MANAGEMENT LLC | $16.3M | 3.6M | ▼−30% Reduced · −1.6M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $12.9M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 5 | DAFNA Capital Management LLC | $9.1M | 2.0M | ▲+116% Added · +1.1M sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $7.0M | 1.6M | ▲+16% Added · +214K sh | Q1 2026 | |
| 7 | RTW INVESTMENTS, LP | $6.8M | 1.5M | ▼−52% Reduced · −1.6M sh | Q1 2026 | |
| 8 | Deep Track Capital, LP | $6.8M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 9 | Woodline Partners LP | $6.3M | 1.4M | ▲+75% Added · +600K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $5.0M | 1.1M | ▲+1.4% Added · +15K sh | Q1 2026 | |
| 11 | Soleus Capital Management, L.P. | $4.8M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | $4.7M | 1.0M | ▼−28% Reduced · −414K sh | Q1 2026 | |
| 13 | MARSHALL WACE, LLP | $4.2M | 933K | ▲New +933K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $4.1M | 911K | ▼−0.1% Reduced · −599 sh | Q1 2026 | |
| 15 | Gem Investment Advisors, LLC | $3.8M | 854K | ▲+204% Added · +573K sh | Q1 2026 | |
| 16 | Qube Research & Technologies Ltd | $3.8M | 848K | ▲New +848K sh | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $3.7M | 818K | ▲+63% Added · +315K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $3.6M | 798K | ▲+144% Added · +471K sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $3.3M | 740K | ▲+149% Added · +443K sh | Q1 2026 | |
| 20 | Nuveen, LLC | $3.0M | 675K | ▲+542% Added · +570K sh | Q1 2026 | |
| 21 | Caption Management, LLC | $2.9M | 635K | ▲+53% Added · +220K sh | Q1 2026 | |
| 22 | Alyeska Investment Group, L.P. | $2.8M | 617K | ▼−33% Reduced · −311K sh | Q1 2026 | |
| 23 | D. E. Shaw & Co., Inc. | $2.6M | 576K | ▲+32% Added · +138K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $2.5M | 554K | ▼−18% Reduced · −125K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $2.3M | 519K | ▼−62% Reduced · −848K 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 6, 2026 | Hamilton Thomas Edward | Director | Buy (P) | 50K | $167K |
| May 19, 2026 | Hamilton Thomas Edward | Director | Grant (A) | 55K | $0 |
| May 19, 2026 | Flynn James E | Director, 10% Owner | Grant (A) | 55K | $0 |
| May 19, 2026 | LEFF JONATHAN S | Director | Grant (A) | 55K | $0 |
| May 19, 2026 | THOMAS FRANK E | Director | Grant (A) | 55K | $0 |
| May 19, 2026 | Truitt Joseph | Director | Grant (A) | 55K | $0 |
| May 19, 2026 | SHERMAN JEFFREY W | Director | Grant (A) | 55K | $0 |
| Feb 27, 2026 | SHERMAN JEFFREY W | Director | Buy (P) | 5K | $25K |
| Feb 27, 2026 | THOMAS FRANK E | Director | Buy (P) | 5K | $25K |
| Feb 27, 2026 | Hamilton Thomas Edward | Director | Buy (P) | 100K | $500K |
| Feb 27, 2026 | Deerfield Mgmt HIF, L.P. | Director, 10% Owner | Buy (P) | 1.1M | $5.4M |
| Feb 27, 2026 | Deerfield Mgmt HIF, L.P. | Director, 10% Owner | Buy (P) | 2.0M | $10.0M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 42 funds | $17.2B |
| AMAZON.COM INCAMZN | 42 funds | $14.3B |
| BROADCOM INCAVGO | 42 funds | $9.4B |
| ELI LILLY & COLLY | 42 funds | $4.6B |
| NETFLIX INCNFLX | 42 funds | $2.7B |
| NVIDIA CORPNVDA | 41 funds | $24.0B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $9.3B |
| COSTCO WHOLESALE CORPCOST | 41 funds | $3.2B |
| MERCK & CO. INC.MRK | 41 funds | $3.1B |
| UNITEDHEALTH GROUP INCUNH | 41 funds | $2.9B |
| ADVANCED MICRO DEVICESAMD | 41 funds | $2.5B |
| CHEVRON CORPCVX | 41 funds | $2.5B |
Ranked by how many of LRMR'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 LRMR. 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.