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/MLYS/capital-change-brief"
Use Arkolith's capital_change_brief for MLYS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | $208.4M | 7.7M | ▲+5.0% Added · +369K sh | Q1 2026 | |
| 2 | Samsara BioCapital, LLC | $159.0M | 5.9M | —Held | Q1 2026 | |
| 3 | FMR LLC | $131.7M | 4.9M | ▼−3.9% Reduced · −196K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $121.4M | 4.5M | ▲+3.5% Added · +154K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $79.5M | 2.9M | ▼−7.8% Reduced · −249K sh | Q1 2026 | |
| 6 | Caligan Partners LP | $75.1M | 2.8M | —Held | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $66.5M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 8 | Laurion Capital Management LP | $60.5M | 2.2M | ▲+30% Added · +519K sh | Q1 2026 | |
| 9 | ORBIMED ADVISORS LLC | $55.6M | 2.1M | ▲+109% Added · +1.1M sh | Q1 2026 | |
| 10 | Point72 Asset Management, L.P. | $51.8M | 1.9M | ▲+58% Added · +704K sh | Q1 2026 | |
| 11 | FRANKLIN RESOURCES INC | $48.3M | 1.8M | ▼−0.2% Reduced · −4K sh | Q1 2026 | |
| 12 | SUVRETTA CAPITAL MANAGEMENT, LLC | $41.7M | 1.5M | —Held | Q1 2026 | |
| 13 | Polar Capital Holdings Plc | $40.7M | 1.5M | ▲+7.1% Added · +100K sh | Q1 2026 | |
| 14 | PRICE T ROWE ASSOCIATES INC /MD/ | $36.4M | 1.3M | ▲+1.4% Added · +18K sh | Q1 2026 | |
| 15 | SPHERA FUNDS MANAGEMENT LTD. | $36.3M | 1.3M | ▲+198% Added · +891K sh | Q1 2026 | |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | $35.3M | 1.3M | ▲+3.5% Added · +44K sh | Q1 2026 | |
| 17 | JENNISON ASSOCIATES LLC | $34.3M | 1.3M | ▲+0.6% Added · +8K sh | Q1 2026 | |
| 18 | ARMISTICE CAPITAL, LLC | $31.9M | 1.2M | ▲+74% Added · +500K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $29.8M | 1.1M | ▲+11% Added · +113K sh | Q1 2026 | |
| 20 | Pictet Asset Management Holding SA | $28.0M | 1.0M | ▲+21% Added · +182K sh | Q1 2026 | |
| 21 | BOOTHBAY FUND MANAGEMENT, LLC | $27.1M | 1.0M | ▲+1.0% Added · +10K sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $35.4M | 976K | ▲+5.8% Added · +53K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $24.8M | 915K | ▲+84% Added · +418K sh | Q1 2026 | |
| 24 | Nantahala Capital Management, LLC | $24.3M | 895K | ▲+690% Added · +782K sh | Q1 2026 | |
| 25 | D. E. Shaw & Co., Inc. | $24.0M | 887K | ▼−23% Reduced · −263K 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 15, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 6K | $169K |
| Jul 13, 2026 | Rodman David Malcom | Chief Medical Officer | Option exercise (M) | 6K | $0 |
| Jul 13, 2026 | Rodman David Malcom | Chief Medical Officer | Option exercise (M) | 4K | $0 |
| Jul 13, 2026 | Rodman David Malcom | Chief Medical Officer | Option exercise (M) | 4K | $0 |
| Jul 13, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 14K | $388K |
| Jul 13, 2026 | Rodman David Malcom | Chief Medical Officer | Option exercise (M) | 6K | $7K |
| Jul 13, 2026 | Rodman David Malcom | Chief Medical Officer | Option exercise (M) | 4K | $59K |
| Jul 13, 2026 | Rodman David Malcom | Chief Medical Officer | Option exercise (M) | 4K | $36K |
| Jul 13, 2026 | Congleton Jon | Chief Executive Officer, Director | Sell (S) | 11K | $291K |
| Jul 9, 2026 | Rodman David Malcom | Chief Medical Officer | Option exercise (M) | 2K | $0 |
| Jul 9, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 2K | $66K |
| Jul 9, 2026 | Rodman David Malcom | Chief Medical Officer | Option exercise (M) | 2K | $35K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 66 funds | $30.5B |
| ELI LILLY & COLLY | 66 funds | $8.3B |
| NVIDIA CORPNVDA | 65 funds | $48.1B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $14.7B |
| BOSTON SCIENTIFIC CORPBSX | 65 funds | $2.6B |
| AMAZON.COM INCAMZN | 64 funds | $26.4B |
| DANAHER CORPDHR | 63 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 62 funds | $20.1B |
| BROADCOM INCAVGO | 62 funds | $17.7B |
| TESLA INCTSLA | 62 funds | $11.1B |
| GILEAD SCIENCES INCGILD | 62 funds | $3.1B |
| THERMO FISHER SCIENTIFIC INCTMO | 62 funds | $2.6B |
Ranked by how many of MLYS'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 MLYS. 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.