Among active 13F managers last quarter, 4 opened and 8 added, while 9 reduced; the largest holder to move was BML Capital Management, LLC (+0.2%). No open-market insider trades in the last 180 days.
No leg leans either way.
59 tracked 13F filers disclose a position in PMVP as of the latest SEC 13F filings, a combined $38.4M 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 | BML Capital Management, LLC | 5.3M | $7.1M | ▲+0.2% Added · +10K sh | Q2 2026 | |
| 2 | Tang Capital Management LLC | 4.2M | $5.7M | —Held | Q2 2026 | |
| 3 | Euclidean Capital LLC | 2.6M | $3.5M | —Held | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 2.0M | $2.7M | ▲+1.9% Added · +37K sh | Q2 2026 | |
| 5 | ArrowMark Colorado Holdings LLC | 2.0M | $2.6M | ▼−32% Reduced · −913K sh | Q2 2026 | |
| 6 | Eversept Partners, LP | 1.9M | $2.5M | ▼−19% Reduced · −457K sh | Q2 2026 | |
| 7 | Two Sigma Investments, LP | 1.9M | $2.3M | ▲+167% Added · +1.2M sh | Q1 2026 | |
| 8 | Adage Capital Partners GP, L.L.C. | 1.9M | $2.3M | ▲New +1.9M sh | Q1 2026 | |
| 9 | BlackRock, Inc. | 920K | $1.2M | ▲+5.2% Added · +45K sh | Q2 2026 | |
| 10 | Morgan Stanley | 864K | $1.1M | ▲+774% Added · +765K sh | Q1 2026 | |
| 11 | Longaeva Partners L.P. | 552K | $685K | ▲New +552K sh | Q1 2026 | |
| 12 | Stonepine Capital Management, LLC | 536K | $718K | ▼−24% Reduced · −172K sh | Q2 2026 | |
| 13 | Geode Capital Management, LLC | 473K | $635K | ▼−4.6% Reduced · −23K sh | Q2 2026 | |
| 14 | Aldebaran Capital, LLC | 467K | $626K | ▼−1.3% Reduced · −6K sh | Q2 2026 | |
| 15 | Marshall Wace, LLP | 434K | $538K | ▼−6.7% Reduced · −31K sh | Q1 2026 | |
| 16 | Bridgeway Capital Management, LLC | 429K | $575K | —Held | Q2 2026 | |
| 17 | Walleye Capital LLC | 336K | $450K | —Held | Q2 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 255K | $341K | ▼−15% Reduced · −43K sh | Q2 2026 | |
| 19 | Bank Of America Corp | 241K | $298K | ▲+0.2% Added · +393 sh | Q1 2026 | |
| 20 | ADAR1 Capital Management, LLC | 231K | $286K | ▲+129% Added · +130K sh | Q1 2026 | |
| 21 | State Street Corp | 183K | $245K | —Held | Q2 2026 | |
| 22 | MAI Capital Management | 133K | $178K | ▲New +133K sh | Q2 2026 | |
| 23 | Jane Street Group, LLC | 124K | $154K | ▼−75% Reduced · −375K sh | Q1 2026 | |
| 24 | BIT Capital GmbH | 124K | $153K | ▲New +124K sh | Q1 2026 | |
| 25 | Northern Trust Corp | 115K | $143K | ▼−70% Reduced · −267K 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, 4 funds opened a new position in PMVP and 8 added to an existing one, while 9 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 |
|---|---|---|
| Nvidia CorpNVDA | 21 funds | $14.8B |
| Amazon.com IncAMZN | 21 funds | $10.5B |
| Eli Lilly & CoLLY | 21 funds | $3.4B |
| JPMorgan Chase & CoJPM | 21 funds | $3.2B |
| Bank Of America CorpBAC | 21 funds | $1.3B |
| Microsoft CorpMSFT | 20 funds | $8.4B |
| Advanced Micro DevicesAMD | 20 funds | $3.6B |
| Pliant Therapeutics IncPLRX | 20 funds | $24.3M |
| Meta Platforms Inc-Class AMETA | 19 funds | $3.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $3.3B |
| Chevron CorpCVX | 19 funds | $2.8B |
| Costco Wholesale CorpCOST | 19 funds | $2.6B |
Ranked by how many of PMVP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PMVP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 23, 2025 | OrbiMed Capital GP V LLC | 10% Owner | Sell (S) | 1.0M | $1.5M |
| Sep 10, 2025 | Orbimed Advisors Llc | 10% Owner | Sell (S) | 500K | $900K |
| Jul 1, 2025 | Mack David Henry | President and CEO, Director | Sell (S) | 58K | $62K |
| Jul 1, 2025 | Carulli Michael | Chief Financial Officer | Sell (S) | 28K | $30K |
| Jul 1, 2025 | Jalota Deepika | Chief Development Officer | Sell (S) | 33K | $35K |
| Jul 1, 2025 | Ticktin Robert | General Counsel & COO | Sell (S) | 23K | $25K |
| Sep 11, 2024 | Carulli Michael | Chief Financial Officer | Sell (S) | 3K | $4K |
| Sep 11, 2024 | Jalota Deepika | Chief Development Officer | Sell (S) | 7K | $11K |
| Nov 22, 2023 | OrbiMed Genesis GP LLC | 10% Owner | Sell (S) | 88K | $196K |
| Sep 15, 2023 | Alland Leila | Chief Medical Officer | Sell (S) | 6K | $42K |
| Sep 15, 2023 | Jalota Deepika | Chief Development Officer | Sell (S) | 4K | $27K |
| May 26, 2022 | OrbiMed Capital GP V LLC | 10% Owner | Sell (S) | 26K | $418K |
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 | 14 | 19 | – |
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 PMVP
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/PMVP/capital-change-brief"
Use Arkolith's capital_change_brief for PMVP. 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 PMVP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.