Among active 13F managers last quarter, 9 opened and 4 added, while 5 reduced; the largest holder to move was Federated Hermes, Inc. (−4.8%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
48 tracked 13F filers disclose a position in NERV as of the latest SEC 13F filings, a combined $244.6M 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 | Federated Hermes, Inc. | 5.1M | $30.8M | ▼−4.8% Reduced · −259K sh | Q1 2026 | |
| 2 | Vivo Capital, LLC | 4.3M | $24.0M | —Held | Q2 2026 | |
| 3 | Janus Henderson Group Ltd. | 4.3M | $25.9M | ▲477× Added · +4.3M sh | Q1 2026 | |
| 4 | Balyasny Asset Management L.P. | 4.3M | $25.7M | ▲New +4.3M sh | Q1 2026 | |
| 5 | Logos Global Management LP | 3.3M | $18.3M | ▲+2.3% Added · +74K sh | Q2 2026 | |
| 6 | Farallon Capital Management, L.L.C. | 2.4M | $14.2M | —Held | Q1 2026 | |
| 7 | BlackRock, Inc. | 2.2M | $12.4M | ▲+259% Added · +1.6M sh | Q2 2026 | |
| 8 | Ally Bridge Group (NY) LLC | 2.2M | $12.1M | ▲+31% Added · +520K sh | Q2 2026 | |
| 9 | Foresite Capital Management VI LLC | 2.0M | $11.0M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 10 | Vanguard Capital Management LLC | 1.9M | $10.5M | ▲+2.5% Added · +47K sh | Q2 2026 | |
| 11 | Spruce Street Capital LP | 1.7M | $9.2M | —Held | Q2 2026 | |
| 12 | Adage Capital Partners GP, L.L.C. | 1.4M | $8.5M | ▼−50% Reduced · −1.4M sh | Q1 2026 | |
| 13 | Trails Edge Capital Partners, LP | 1.4M | $7.9M | —Held | Q2 2026 | |
| 14 | Geode Capital Management, LLC | 974K | $5.4M | ▲+188% Added · +636K sh | Q2 2026 | |
| 15 | DV Trading LLC | 889K | $5.4M | ▲New +889K sh | Q1 2026 | |
| 16 | DV Equities, LLC | 754K | $4.2M | ▲New +754K sh | Q2 2026 | |
| 17 | Acuta Capital Partners, LLC | 710K | $3.9M | —Held | Q2 2026 | |
| 18 | Millennium Management LLC | 708K | $4.3M | ▲+414% Added · +570K sh | Q1 2026 | |
| 19 | State Street Corp | 425K | $2.4M | ▲+654% Added · +369K sh | Q2 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 303K | $1.7M | ▲+15% Added · +39K sh | Q2 2026 | |
| 21 | Vanguard Portfolio Management LLC | 235K | $1.3M | ▲New +235K sh | Q2 2026 | |
| 22 | Marshall Wace, LLP | 219K | $1.3M | ▲New +219K sh | Q1 2026 | |
| 23 | Susquehanna International Group, LLP | 119K | $718K | ▲New +119K sh | Q1 2026 | |
| 24 | Northern Trust Corp | 93K | $562K | ▲New +93K sh | Q1 2026 | |
| 25 | Renaissance Technologies LLC | 90K | $540K | ▼−40% Reduced · −60K 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, 9 funds opened a new position in NERV and 4 added to an existing one, while 5 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 |
|---|---|---|
| Erasca IncERAS | 21 funds | $646.3M |
| Nvidia CorpNVDA | 18 funds | $102.3B |
| Microsoft CorpMSFT | 18 funds | $49.3B |
| Visa Inc-Class A SharesV | 18 funds | $15.3B |
| Mastercard Inc - AMA | 18 funds | $14.1B |
| Unitedhealth Group IncUNH | 18 funds | $13.4B |
| Seagate Technology HoldingsSTX | 18 funds | $2.4B |
| Western Digital CorpWDC | 18 funds | $2.3B |
| McKesson CorpMCK | 18 funds | $1.6B |
| Cardinal Health IncCAH | 18 funds | $1.4B |
| Tango Therapeutics IncTNGX | 18 funds | $991.6M |
| Apple IncAAPL | 17 funds | $64.5B |
Ranked by how many of NERV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NERV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 2, 2023 | Luthringer Remy | CEO, Director | Sell (S) | 4K | $14K |
| May 1, 2023 | Ahlholm Frederick W | SVP, CFO and Secretary | Sell (S) | 4K | $16K |
| May 1, 2023 | Race Geoff | President | Sell (S) | 22K | $85K |
| May 1, 2023 | Luthringer Remy | CEO, Director | Sell (S) | 24K | $91K |
| Dec 1, 2021 | Kupfer David | Director | Sell (S) | 56K | $49K |
| Dec 16, 2020 | Ahlholm Frederick W | SVP, Chief Accounting Officer | Sell (S) | 2K | $5K |
| Dec 16, 2020 | Luthringer Remy | CEO, Director | Sell (S) | 1K | $3K |
| Dec 16, 2020 | Race Geoff | EVP, CFO & CBO | Sell (S) | 6K | $16K |
| Dec 16, 2020 | Reilly Joseph H. | SVP & Chief Operating Officer | Sell (S) | 3K | $9K |
| Sep 10, 2020 | Van Heek G Jan | Director | Buy (P) | 7K | $21K |
| May 26, 2020 | Ahlholm Frederick W | SVP, Chief Accounting Officer | Sell (S) | 8K | $125K |
| Dec 17, 2019 | Reilly Joseph H. | SVP & Chief Operating Officer | Sell (S) | 3K | $19K |
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 | 12 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
| Class | 13F holders | Value held |
|---|---|---|
| NERVthis pageEquity | 48 funds | $244.6M |
| NERVGBPStock | 2 funds | $2K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NERV
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/NERV/capital-change-brief"
Use Arkolith's capital_change_brief for NERV. 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 NERV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.