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/MBX/capital-change-brief"
Use Arkolith's capital_change_brief for MBX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P. | $198.6M | 6.7M | —Held | Q1 2026 | |
| 2 | ORBIMED ADVISORS LLC | $108.6M | 3.6M | ▼−7.5% Reduced · −297K sh | Q1 2026 | |
| 3 | NEA Management Company, LLC | $107.9M | 3.6M | —Held | Q1 2026 | |
| 4 | BlackRock, Inc. | $87.8M | 2.9M | ▲+0.7% Added · +22K sh | Q1 2026 | |
| 5 | FMR LLC | $87.7M | 2.9M | ▲187× Added · +2.9M sh | Q1 2026 | |
| 6 | Deep Track Capital, LP | $82.3M | 2.8M | ▼−15% Reduced · −492K sh | Q1 2026 | |
| 7 | NVP Associates, LLC | $63.8M | 2.1M | —Held | Q1 2026 | |
| 8 | Polar Capital Holdings Plc | $48.4M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 9 | BRAIDWELL LP | $44.6M | 1.5M | ▲+47% Added · +474K sh | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $44.1M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 11 | Aaron Wealth Advisors LLC | $64.5M | 1.2M | ▼~0% Reduced · −377 sh | Q2 2026 | |
| 12 | Cormorant Asset Management, LP | $33.4M | 1.1M | —Held | Q1 2026 | |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | $30.7M | 1.0M | ▲+22% Added · +189K sh | Q1 2026 | |
| 14 | Kynam Capital Management, LP | $27.9M | 935K | —Held | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $27.8M | 933K | ▲+15% Added · +123K sh | Q1 2026 | |
| 16 | Woodline Partners LP | $26.9M | 900K | ▼−10.0% Reduced · −100K sh | Q1 2026 | |
| 17 | EVENTIDE ASSET MANAGEMENT, LLC | $26.6M | 890K | —Held | Q1 2026 | |
| 18 | Caligan Partners LP | $25.3M | 849K | ▲New +849K sh | Q1 2026 | |
| 19 | Parkman Healthcare Partners LLC | $23.9M | 800K | ▼−9.7% Reduced · −86K sh | Q1 2026 | |
| 20 | STATE STREET CORP | $23.5M | 787K | ▲+17% Added · +114K sh | Q1 2026 | |
| 21 | EcoR1 Capital, LLC | $23.2M | 777K | ▼−63% Reduced · −1.3M sh | Q1 2026 | |
| 22 | GEODE CAPITAL MANAGEMENT, LLC | $20.0M | 670K | ▲+3.2% Added · +21K sh | Q1 2026 | |
| 23 | TCG Crossover Management, LLC | $19.4M | 650K | —Held | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $16.8M | 564K | ▲+22% Added · +102K sh | Q1 2026 | |
| 25 | STEMPOINT CAPITAL LP | $14.9M | 499K | ▲+536% Added · +421K 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 |
|---|---|---|---|---|---|
| Jun 4, 2026 | Pescovitz Ora H. | Director | Grant (A) | 13K | $0 |
| Jun 4, 2026 | Heron Patrick J | Director, 10% Owner | Grant (A) | 13K | $0 |
| Jun 4, 2026 | Stelzer Laurie | Director | Grant (A) | 13K | $0 |
| Jun 4, 2026 | Hoerter Steven L. | Director | Grant (A) | 13K | $0 |
| Jun 4, 2026 | Ryder Steven | Director | Grant (A) | 13K | $0 |
| Jun 4, 2026 | Aynechi Tiba | Director | Grant (A) | 13K | $0 |
| Jun 4, 2026 | Mathers Edward T | Director | Grant (A) | 13K | $0 |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | Option exercise (M) | 55K | $575K |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | Sell (S) | 55K | $2.1M |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | Option exercise (M) | 15K | $240K |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | Sell (S) | 15K | $575K |
| May 8, 2026 | Azoulay Salomon | Chief Medical Officer | Option exercise (M) | 55K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 44 funds | $5.8B |
| INTUITIVE SURGICAL INCISRG | 43 funds | $2.1B |
| BOSTON SCIENTIFIC CORPBSX | 43 funds | $1.3B |
| BROADCOM INCAVGO | 42 funds | $12.5B |
| THERMO FISHER SCIENTIFIC INCTMO | 42 funds | $1.9B |
| NVIDIA CORPNVDA | 41 funds | $30.8B |
| MICROSOFT CORPMSFT | 41 funds | $18.4B |
| AMAZON.COM INCAMZN | 41 funds | $14.1B |
| ALPHABET INC-CL AGOOGL | 41 funds | $12.5B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $9.1B |
| ADVANCED MICRO DEVICESAMD | 41 funds | $3.6B |
| VISA INC-CLASS A SHARESV | 41 funds | $3.3B |
Ranked by how many of MBX'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 MBX. 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.