Among active 13F managers last quarter, 11 opened and 17 added, while 13 reduced; the largest holder to move was Millennium Management LLC (+93%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
145 tracked 13F filers disclose a position in PHAT as of the latest SEC 13F filings, a combined $616.4M 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 | Frazier Life Sciences Management, L.P. | 12.5M | $135.3M | —Held | Q2 2026 | |
| 2 | Medicxi Ventures Management (Jersey) Ltd | 7.5M | $81.0M | —Held | Q2 2026 | |
| 3 | BlackRock, Inc. | 4.5M | $49.1M | ▲+11% Added · +463K sh | Q2 2026 | |
| 4 | Millennium Management LLC | 4.0M | $44.7M | ▲+93% Added · +1.9M sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 2.7M | $28.8M | ▲+2.8% Added · +73K sh | Q2 2026 | |
| 6 | NEA Management Company, LLC | 2.0M | $21.3M | —Held | Q2 2026 | |
| 7 | 683 Capital Management, LLC | 1.9M | $20.1M | —Held | Q2 2026 | |
| 8 | State Street Corp | 1.6M | $17.2M | ▲+14% Added · +199K sh | Q2 2026 | |
| 9 | Catalys Pacific, LLC | 1.5M | $16.2M | —Held | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 1.3M | $14.3M | ▼−0.9% Reduced · −12K sh | Q2 2026 | |
| 11 | Wasatch Advisors LP | 1.3M | $14.2M | ▼−2.5% Reduced · −34K sh | Q2 2026 | |
| 12 | Ensign Peak Advisors, Inc | 1.1M | $11.4M | ▼−35% Reduced · −576K sh | Q2 2026 | |
| 13 | Point72 Asset Management, L.P. | 1.0M | $11.1M | ▲New +1.0M sh | Q2 2026 | |
| 14 | Franklin Templeton Inc | 995K | $11.0M | ▲New +995K sh | Q1 2026 | |
| 15 | Marshall Wace, LLP | 861K | $9.6M | ▲New +861K sh | Q1 2026 | |
| 16 | Vanguard Portfolio Management LLC | 797K | $8.6M | ▲+20% Added · +131K sh | Q2 2026 | |
| 17 | Goldman Sachs Group Inc | 626K | $7.0M | ▲+60% Added · +234K sh | Q1 2026 | |
| 18 | EcoR1 Capital, LLC | 625K | $6.8M | —Held | Q2 2026 | |
| 19 | Perceptive Advisors LLC | 532K | $5.8M | ▼−42% Reduced · −393K sh | Q2 2026 | |
| 20 | Two Sigma Investments, LP | 482K | $5.4M | ▲+734% Added · +424K sh | Q1 2026 | |
| 21 | StepStone Group LP | 422K | $4.6M | —Held | Q2 2026 | |
| 22 | Northern Trust Corp | 415K | $4.6M | ▲+16% Added · +58K sh | Q1 2026 | |
| 23 | Charles Schwab Investment Management Inc | 409K | $4.5M | ▲+2.8% Added · +11K sh | Q1 2026 | |
| 24 | Woodline Partners LP | 369K | $4.0M | —Held | Q2 2026 | |
| 25 | UBS Group AG | 360K | $4.0M | ▲+18% Added · +56K 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, 11 funds opened a new position in PHAT and 17 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 | 61 funds | $50.8B |
| Microsoft CorpMSFT | 60 funds | $141.8B |
| Boston Scientific CorpBSX | 60 funds | $9.1B |
| Nvidia CorpNVDA | 59 funds | $233.5B |
| Amazon.com IncAMZN | 59 funds | $110.8B |
| Lam Research CorpLRCX | 59 funds | $27.2B |
| Intuitive Surgical IncISRG | 59 funds | $15.5B |
| Gilead Sciences IncGILD | 59 funds | $11.6B |
| Broadcom IncAVGO | 58 funds | $97.1B |
| Alphabet Inc-CL AGOOGL | 58 funds | $95.8B |
| Meta Platforms Inc-Class AMETA | 58 funds | $63.6B |
| Micron Technology IncMU | 58 funds | $35.8B |
Ranked by how many of PHAT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PHAT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 3, 2025 | Breedlove Robert Charles | Principal Accounting Officer | Sell (S) | 524 | $7K |
| Sep 5, 2025 | Breedlove Robert Charles | Principal Accounting Officer | Sell (S) | 461 | $6K |
| Jul 16, 2025 | Breedlove Robert Charles | Principal Accounting Officer | Sell (S) | 2K | $14K |
| May 21, 2025 | Topper James N | Director | Buy (P) | 4K | $15K |
| May 14, 2025 | Topper James N | Director | Buy (P) | 6K | $21K |
| May 13, 2025 | Topper James N | Director | Buy (P) | 1K | $4K |
| May 12, 2025 | Topper James N | Director | Buy (P) | 13K | $38K |
| May 9, 2025 | Topper James N | Director | Buy (P) 2 lots, same day | 36K | $115K |
| May 7, 2025 | Parikh Asit | Director | Buy (P) | 5K | $12K |
| May 6, 2025 | Parikh Asit | Director | Buy (P) | 5K | $13K |
| Apr 7, 2025 | Henderson Molly | CFO and CBO | Sell (S) | 4K | $17K |
| Mar 13, 2025 | Parikh Asit | Director | Buy (P) | 10K | $44K |
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 | 44 | 25 | – |
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.
Connected entities for PHAT
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/PHAT/capital-change-brief"
Use Arkolith's capital_change_brief for PHAT. 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 PHAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.