Among active 13F managers last quarter, 11 opened and 28 added, while 20 reduced; the largest holder to move was General Atlantic, L.P. (−18%). Over the last 180 days, 11 insiders sold and none bought, a net -$18.6M in open-market trades.
The legs disagree, or only one of them leans.
114 tracked 13F filers disclose a position in PHVS as of the latest SEC 13F filings, a combined $1.9B 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 | FMR LLC | 6.6M | $227.0M | ▲+4.5% Added · +281K sh | Q2 2026 | |
| 2 | General Atlantic, L.P. | 6.6M | $226.5M | ▼−18% Reduced · −1.5M sh | Q2 2026 | |
| 3 | Foresite Capital Management IV, LLC | 4.8M | $165.2M | —Held | Q2 2026 | |
| 4 | Viking Global Investors LP | 3.7M | $126.3M | —Held | Q2 2026 | |
| 5 | EQT Fund Management S.a r.l. | 3.4M | $118.4M | —Held | Q2 2026 | |
| 6 | Deerfield Management Company, L.P. | 3.4M | $116.7M | ▲+8.0% Added · +250K sh | Q2 2026 | |
| 7 | Bain Capital Life Sciences Investors, LLC | 2.7M | $92.5M | —Held | Q2 2026 | |
| 8 | Polar Capital Holdings Plc | 2.3M | $80.4M | ▲+198% Added · +1.5M sh | Q2 2026 | |
| 9 | Point72 Asset Management, L.P. | 1.6M | $56.8M | ▲+63% Added · +634K sh | Q2 2026 | |
| 10 | Commodore Capital LP | 1.4M | $49.3M | ▼−26% Reduced · −494K sh | Q2 2026 | |
| 11 | Novo Holdings A/S | 1.4M | $48.4M | ▼−20% Reduced · −350K sh | Q2 2026 | |
| 12 | Saturn V Capital Management LP | 1.3M | $45.4M | ▲+9.4% Added · +113K sh | Q2 2026 | |
| 13 | TCG Crossover Management, LLC | 1.0M | $34.9M | ▲New +1.0M sh | Q2 2026 | |
| 14 | Sofinnova Investments, Inc. | 881K | $30.5M | ▲+7.7% Added · +63K sh | Q2 2026 | |
| 15 | 5AM Venture Management, LLC | 798K | $27.6M | —Held | Q2 2026 | |
| 16 | BlackRock, Inc. | 771K | $26.7M | ▲+1.9% Added · +14K sh | Q2 2026 | |
| 17 | Cormorant Asset Management, LP | 750K | $25.9M | ▼−25% Reduced · −250K sh | Q2 2026 | |
| 18 | Soleus Capital Management, L.P. | 731K | $25.3M | ▲+4.1% Added · +29K sh | Q2 2026 | |
| 19 | Jones Hill Capital LP | 678K | $23.4M | ▲+306% Added · +511K sh | Q2 2026 | |
| 20 | Patient Square Capital LP | 671K | $23.2M | ▲+36% Added · +178K sh | Q2 2026 | |
| 21 | Foresite Capital Management V, LLC | 664K | $23.0M | ▲+242% Added · +470K sh | Q2 2026 | |
| 22 | Kynam Capital Management, LP | 662K | $22.9M | ▲+3.3% Added · +21K sh | Q2 2026 | |
| 23 | Rock Springs Capital Management LP | 648K | $22.4M | ▲+0.4% Added · +3K sh | Q2 2026 | |
| 24 | DV Equities, LLC | 483K | $16.7M | ▲New +483K sh | Q2 2026 | |
| 25 | Balyasny Asset Management L.P. | 462K | $13.1M | ▼−6.8% Reduced · −34K 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 PHVS and 28 added to an existing one, while 20 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 |
|---|---|---|
| Cogent Biosciences IncCOGT | 52 funds | $1.6B |
| Xenon Pharmaceuticals IncXENE | 52 funds | $1.3B |
| Microsoft CorpMSFT | 51 funds | $128.5B |
| Revolution Medicines IncRVMD | 51 funds | $2.4B |
| Nvidia CorpNVDA | 50 funds | $213.4B |
| Amazon.com IncAMZN | 50 funds | $99.9B |
| Insmed IncINSM | 50 funds | $2.9B |
| Eli Lilly & CoLLY | 49 funds | $45.4B |
| Intuitive Surgical IncISRG | 49 funds | $14.4B |
| Enliven Therapeutics IncELVN | 49 funds | $1.3B |
| Unitedhealth Group IncUNH | 48 funds | $19.9B |
| Cytokinetics IncCYTK | 47 funds | $1.2B |
Ranked by how many of PHVS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PHVS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 2026 | Abele Stefan Andreas | Chief Technical Ops Officer | Sell (S) 2 lots, same day | 46K | $1.8M |
| Sep 15, 2026 | Glassman Robert | Director | Sell (S) | 9K | $332K |
| Sep 15, 2026 | Souverijns Wim | Chief Commercial Officer | Sell (S) | 6K | $237K |
| Sep 14, 2026 | Modig Berndt | Chief Executive Officer, Director | Sell (S) | 2K | $90K |
| Sep 14, 2026 | Souverijns Wim | Chief Commercial Officer | Sell (S) | 20K | $786K |
| Sep 11, 2026 | Lu Peng | President | Sell (S) | 15K | $602K |
| Sep 10, 2026 | Lesage Anne | Chief Early Development | Sell (S) | 30K | $1.1M |
| Sep 9, 2026 | Glassman Robert | Director | Sell (S) | 8K | $300K |
| Sep 8, 2026 | Lu Peng | President | Sell (S) | 15K | $610K |
| Aug 14, 2026 | Modig Berndt | Chief Executive Officer, Director | Sell (S) | 2K | $80K |
| Jul 13, 2026 | Modig Berndt | Chief Executive Officer, Director | Sell (S) | 2K | $80K |
| Jun 30, 2026 | Schikan Johannes Gerardus Christiaan Petrus | Director | Sell (S) | 31K | $1.1M |
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 | 39 | 30 | – |
Insiders Form 4 open-market | 0 | 11 | -$18.6M |
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 PHVS
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/PHVS/capital-change-brief"
Use Arkolith's capital_change_brief for PHVS. 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 PHVS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.