194 tracked 13F filers disclose a position in MLYS as of the latest SEC 13F filings, a combined $2.4B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Catalys Pacific, LLC | $213.2M | 7.9M | —Held | Q2 2026 | |
| 2 | RA CAPITAL MANAGEMENT, L.P. | $208.4M | 7.7M | ▲+5.0% Added · +369K sh | Q1 2026 | |
| 3 | Samsara BioCapital, LLC | $159.0M | 5.9M | —Held | Q1 2026 | |
| 4 | FMR LLC | $131.7M | 4.9M | ▼−3.9% Reduced · −196K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $121.4M | 4.5M | ▲+3.5% Added · +154K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $111.7M | 4.1M | ▲+41% Added · +1.2M sh | Q2 2026 | |
| 7 | Caligan Partners LP | $75.1M | 2.8M | —Held | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $66.5M | 2.5M | →First observed position No prior filed position | Q1 2026 | |
| 9 | Laurion Capital Management LP | $60.5M | 2.2M | ▲+30% Added · +519K sh | Q1 2026 | |
| 10 | ORBIMED ADVISORS LLC | $55.6M | 2.1M | ▲+109% Added · +1.1M sh | Q1 2026 | |
| 11 | Point72 Asset Management, L.P. | $51.8M | 1.9M | ▲+58% Added · +704K sh | Q1 2026 | |
| 12 | FRANKLIN RESOURCES INC | $48.3M | 1.8M | ▼−0.2% Reduced · −4K sh | Q1 2026 | |
| 13 | Andera Partners | $42.9M | 1.6M | —Held | Q2 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $42.8M | 1.6M | ▲+22% Added · +283K sh | Q2 2026 | |
| 15 | SR ONE CAPITAL MANAGEMENT, LP | $42.2M | 1.6M | —Held | Q2 2026 | |
| 16 | SUVRETTA CAPITAL MANAGEMENT, LLC | $41.7M | 1.5M | —Held | Q1 2026 | |
| 17 | Polar Capital Holdings Plc | $38.3M | 1.4M | ▼−5.3% Reduced · −80K sh | Q2 2026 | |
| 18 | PRICE T ROWE ASSOCIATES INC /MD/ | $36.4M | 1.3M | ▲+1.4% Added · +18K sh | Q1 2026 | |
| 19 | SPHERA FUNDS MANAGEMENT LTD. | $36.3M | 1.3M | ▲+198% Added · +891K sh | Q1 2026 | |
| 20 | JENNISON ASSOCIATES LLC | $34.3M | 1.3M | ▲+0.6% Added · +8K sh | Q1 2026 | |
| 21 | ARMISTICE CAPITAL, LLC | $31.9M | 1.2M | ▲+74% Added · +500K sh | Q1 2026 | |
| 22 | Ghisallo Capital Management LLC | $30.4M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $29.8M | 1.1M | ▲+11% Added · +113K sh | Q1 2026 | |
| 24 | Pictet Asset Management Holding SA | $28.0M | 1.0M | ▲+21% Added · +182K sh | Q1 2026 | |
| 25 | BOOTHBAY FUND MANAGEMENT, LLC | $27.1M | 1.0M | ▲+1.0% Added · +10K 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 MLYS and 34 added to an existing one, while 18 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 99 funds | $60.3B |
| AMAZON.COM INCAMZN | 96 funds | $142.0B |
| MICRON TECHNOLOGY INCMU | 95 funds | $29.3B |
| NVIDIA CORPNVDA | 94 funds | $289.4B |
| CYTOKINETICS INCCYTK | 92 funds | $1.4B |
| INTUITIVE SURGICAL INCISRG | 91 funds | $21.9B |
| UNITEDHEALTH GROUP INCUNH | 91 funds | $20.4B |
| BOSTON SCIENTIFIC CORPBSX | 91 funds | $11.5B |
| MICROSOFT CORPMSFT | 90 funds | $192.4B |
| META PLATFORMS INC-CLASS AMETA | 90 funds | $84.1B |
| LAM RESEARCH CORPLRCX | 89 funds | $25.6B |
| THERMO FISHER SCIENTIFIC INCTMO | 89 funds | $16.2B |
Ranked by how many of MLYS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 21, 2026 | Warren Eric | Chief Commercial Officer | Sell (S) | 7K | $193K |
| Aug 10, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 2K | $59K |
| Jul 21, 2026 | Warren Eric | Chief Commercial Officer | Sell (S) | 7K | $200K |
| Jul 17, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 416 | $11K |
| Jul 15, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 6K | $169K |
| Jul 13, 2026 | Congleton Jon | Chief Executive Officer, Director | Sell (S) | 11K | $291K |
| Jul 13, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 14K | $388K |
| Jul 9, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 2K | $66K |
| Jun 30, 2026 | Congleton Jon | Chief Executive Officer, Director | Sell (S) | 58K | $1.5M |
| Jun 30, 2026 | Congleton Jon | Chief Executive Officer, Director | Sell (S) | 17K | $456K |
| Jun 26, 2026 | Warren Eric | Chief Commercial Officer | Sell (S) | 104K | $2.7M |
| Jun 17, 2026 | Rodman David Malcom | Chief Medical Officer | Sell (S) | 5K | $115K |
Connected entities for MLYS
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.
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.