Among active 13F managers last quarter, 7 opened and 19 added, while 13 reduced; the largest holder to move was Primecap Management Co (−0.1%). Over the last 180 days, 4 insiders sold and none bought, a net -$321K in open-market trades.
The legs disagree, or only one of them leans.
107 tracked 13F filers disclose a position in LUNG as of the latest SEC 13F filings, a combined $37.0M 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 | Primecap Management Co | 4.7M | $6.1M | ▼−0.1% Reduced · −3K sh | Q1 2026 | |
| 2 | Morgan Stanley | 4.0M | $5.2M | ▼−4.0% Reduced · −167K sh | Q1 2026 | |
| 3 | Soleus Capital Management, L.P. | 2.8M | $3.6M | —Held | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.6M | $2.1M | ▼−0.2% Reduced · −4K sh | Q2 2026 | |
| 5 | ExodusPoint Capital Management, LP | 1.2M | $1.6M | ▼−37% Reduced · −720K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 1.2M | $1.5M | ▲+60% Added · +439K sh | Q1 2026 | |
| 7 | Deutsche Bank AG | 1.2M | $1.5M | ▲+3.4% Added · +38K sh | Q1 2026 | |
| 8 | Almitas Capital LLC | 1.1M | $1.4M | ▲New +1.1M sh | Q2 2026 | |
| 9 | BlackRock, Inc. | 882K | $1.1M | ▼−67% Reduced · −1.8M sh | Q2 2026 | |
| 10 | Stonepine Capital Management, LLC | 815K | $1.1M | ▲+6.1% Added · +47K sh | Q2 2026 | |
| 11 | Braidwell LP | 753K | $978K | —Held | Q2 2026 | |
| 12 | Barclays PLC | 683K | $882K | ▲+45% Added · +211K sh | Q1 2026 | |
| 13 | Parkman Healthcare Partners LLC | 647K | $841K | ▼−14% Reduced · −109K sh | Q2 2026 | |
| 14 | Geode Capital Management, LLC | 453K | $589K | ▼−52% Reduced · −492K sh | Q2 2026 | |
| 15 | JPMorgan Chase & Co | 388K | $458K | ▼−9.1% Reduced · −39K sh | Q1 2026 | |
| 16 | ADAR1 Capital Management, LLC | 374K | $483K | ▲+5.4% Added · +19K sh | Q1 2026 | |
| 17 | AQR Capital Management LLC | 358K | $461K | ▲+507% Added · +299K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 355K | $458K | ▲+5.2% Added · +18K sh | Q1 2026 | |
| 19 | D. E. Shaw & Co., Inc. | 335K | $432K | ▼−40% Reduced · −226K sh | Q1 2026 | |
| 20 | Renaissance Technologies LLC | 320K | $413K | ▲+9.7% Added · +28K sh | Q1 2026 | |
| 21 | Jefferies Financial Group Inc. | 285K | $371K | —Held | Q2 2026 | |
| 22 | CFM Wealth Partners LLC | 264K | $343K | —Held | Q2 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 251K | $326K | ▼−11% Reduced · −31K sh | Q2 2026 | |
| 24 | Goldman Sachs Group Inc | 223K | $288K | ▼−39% Reduced · −142K sh | Q1 2026 | |
| 25 | UBS Group AG | 210K | $271K | ▲+22% Added · +38K 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, 7 funds opened a new position in LUNG and 19 added to an existing one, while 13 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 |
|---|---|---|
| Eli Lilly & CoLLY | 47 funds | $24.6B |
| Nvidia CorpNVDA | 43 funds | $79.0B |
| Apple IncAAPL | 43 funds | $57.7B |
| Microsoft CorpMSFT | 43 funds | $56.1B |
| Advanced Micro DevicesAMD | 43 funds | $7.0B |
| Amazon.com IncAMZN | 42 funds | $44.3B |
| Meta Platforms Inc-Class AMETA | 42 funds | $23.3B |
| Tesla IncTSLA | 42 funds | $16.5B |
| Boston Scientific CorpBSX | 42 funds | $6.7B |
| Bristol-Myers Squibb CoBMY | 42 funds | $5.5B |
| McKesson CorpMCK | 42 funds | $4.6B |
| Alphabet Inc-CL CGOOG | 41 funds | $33.8B |
Ranked by how many of LUNG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LUNG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Radhakrishnan Srikanth | Chief Science & Techn. Officer | Sell (S) 4 lots, same day | 14K | $32K |
| Sep 1, 2026 | French Glendon E. III | President and CEO, Director | Sell (S) 2 lots, same day | 42K | $95K |
| Sep 1, 2026 | Rose Geoffrey Beran | Chief Commercial Officer | Sell (S) 4 lots, same day | 8K | $18K |
| Sep 1, 2026 | Lehman David Aaron | General Counsel | Sell (S) 4 lots, same day | 14K | $32K |
| Jun 2, 2026 | French Glendon E. III | President and CEO, Director | Sell (S) | 14K | $21K |
| Jun 1, 2026 | Radhakrishnan Srikanth | Chief Science &Techn. Officer | Sell (S) 4 lots, same day | 14K | $22K |
| Jun 1, 2026 | Lehman David Aaron | GENERAL COUNSEL | Sell (S) 4 lots, same day | 15K | $22K |
| Jun 1, 2026 | Rose Geoffrey Beran | CHIEF COMMERCIAL OFFICER | Sell (S) 4 lots, same day | 8K | $12K |
| Jun 1, 2026 | French Glendon E. III | President and CEO, Director | Sell (S) 2 lots, same day | 43K | $66K |
| Mar 2, 2026 | Lehman David Aaron | GENERAL COUNSEL | Sell (S) 4 lots, same day | 12K | $17K |
| Mar 2, 2026 | Rose Geoffrey Beran | CHIEF COMMERCIAL OFFICER | Sell (S) 4 lots, same day | 8K | $11K |
| Mar 2, 2026 | French Glendon E. III | President and CEO, Director | Sell (S) 3 lots, same day | 68K | $97K |
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 | 41 | 33 | – |
Insiders Form 4 open-market | 0 | 4 | -$321K |
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 LUNG
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/LUNG/capital-change-brief"
Use Arkolith's capital_change_brief for LUNG. 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 LUNG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.