Among active 13F managers last quarter, 3 opened and 31 added, while 23 reduced; the largest holder to move was QVT Financial LP (−5.7%). Over the last 180 days, 9 insiders sold and none bought, a net -$271.0M in open-market trades.
The legs disagree, or only one of them leans.
444 tracked 13F filers disclose a position in ROIV as of the latest SEC 13F filings, a combined $17.3B 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 | 81.0M | $2.9B | ▲+3.9% Added · +3.0M sh | Q2 2026 | |
| 2 | Morgan Stanley | 51.8M | $1.4B | ▼−11% Reduced · −6.5M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 48.2M | $1.7B | ▲+9.0% Added · +4.0M sh | Q2 2026 | |
| 4 | QVT Financial LP | 23.7M | $839.6M | ▼−5.7% Reduced · −1.4M sh | Q2 2026 | |
| 5 | UBS Group AG | 22.6M | $626.6M | ▲+23% Added · +4.2M sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 22.1M | $782.9M | ▲+7.0% Added · +1.4M sh | Q2 2026 | |
| 7 | Vanguard Portfolio Management LLC | 21.6M | $765.9M | ▲+9.1% Added · +1.8M sh | Q2 2026 | |
| 8 | State Street Corp | 17.8M | $629.8M | ▲+9.9% Added · +1.6M sh | Q2 2026 | |
| 9 | Adage Capital Partners GP, L.L.C. | 12.8M | $354.4M | ▲+20% Added · +2.1M sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 11.7M | $425.5M | ▲+15% Added · +1.5M sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 11.1M | $307.8M | ▲+1.2% Added · +129K sh | Q1 2026 | |
| 12 | Farallon Capital Management, L.L.C. | 9.7M | $268.0M | ▲261× Added · +9.6M sh | Q1 2026 | |
| 13 | Two Seas Capital LP | 9.3M | $258.4M | ▼−4.7% Reduced · −464K sh | Q1 2026 | |
| 14 | Perceptive Advisors LLC | 8.1M | $286.1M | ▼−2.4% Reduced · −200K sh | Q2 2026 | |
| 15 | Patient Square Capital LP | 8.0M | $283.9M | ▼−1.8% Reduced · −145K sh | Q2 2026 | |
| 16 | Dimensional Fund Advisors LP | 7.5M | $207.0M | ▼−19% Reduced · −1.8M sh | Q1 2026 | |
| 17 | Darwin Global Management, Ltd. | 6.7M | $234.3M | ▼−0.7% Reduced · −50K sh | Q2 2026 | |
| 18 | National Bank Of Canada | 6.3M | $174.5M | ▲+209% Added · +4.3M sh | Q1 2026 | |
| 19 | Viking Global Investors LP | 6.3M | $221.9M | ▼−5.7% Reduced · −381K sh | Q2 2026 | |
| 20 | Rubric Capital Management LP | 6.0M | $212.3M | ▲+20% Added · +1.0M sh | Q2 2026 | |
| 21 | AQR Capital Management LLC | 5.9M | $161.6M | ▲+575% Added · +5.1M sh | Q1 2026 | |
| 22 | Citadel Advisors LLC | 5.6M | $197.3M | ▲+122% Added · +3.1M sh | Q2 2026 | |
| 23 | Norges Bank | 5.2M | $112.8M | ▲+742% Added · +4.6M sh | Q4 2025 | |
| 24 | Price T Rowe Associates Inc | 4.8M | $170.5M | ▼−31% Reduced · −2.2M sh | Q2 2026 | |
| 25 | Baker Bros. Advisors LP | 4.7M | $166.9M | ▼−3.1% Reduced · −151K sh | Q2 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, 3 funds opened a new position in ROIV and 31 added to an existing one, while 23 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 |
|---|---|---|
| Microsoft CorpMSFT | 247 funds | $245.5B |
| Amazon.com IncAMZN | 245 funds | $195.0B |
| Meta Platforms Inc-Class AMETA | 244 funds | $107.2B |
| Nvidia CorpNVDA | 243 funds | $384.2B |
| Eli Lilly & CoLLY | 240 funds | $81.3B |
| Broadcom IncAVGO | 239 funds | $158.5B |
| Alphabet Inc-CL AGOOGL | 237 funds | $165.1B |
| Apple IncAAPL | 232 funds | $274.1B |
| JPMorgan Chase & CoJPM | 232 funds | $57.8B |
| Alphabet Inc-CL CGOOG | 230 funds | $124.7B |
| Tesla IncTSLA | 230 funds | $71.3B |
| Micron Technology IncMU | 230 funds | $56.6B |
Ranked by how many of ROIV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ROIV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 8, 2026 | Fitzgerald Meghan | Director | Sell (S) | 20K | $798K |
| Aug 28, 2026 | Venker Eric | President & Immunovant CEO | Sell (S) 2 lots, same day | 200K | $7.2M |
| Aug 21, 2026 | Sukhatme Mayukh | President & CIO, Director | Sell (S) | 145K | $5.3M |
| Aug 20, 2026 | Sukhatme Mayukh | President & CIO, Director | Sell (S) | 18K | $653K |
| Aug 19, 2026 | Sukhatme Mayukh | President & CIO, Director | Sell (S) | 173K | $6.4M |
| Aug 18, 2026 | Sukhatme Mayukh | President & CIO, Director | Sell (S) 2 lots, same day | 137K | $5.0M |
| Aug 17, 2026 | Sukhatme Mayukh | President & CIO, Director | Sell (S) | 285K | $10.3M |
| Aug 14, 2026 | Sukhatme Mayukh | President & CIO, Director | Sell (S) | 243K | $8.8M |
| Jul 27, 2026 | Venker Eric | President & Immunovant CEO | Sell (S) | 200K | $7.0M |
| Jun 30, 2026 | QVT Financial LP | Insider | Sell (S) | 12K | $437K |
| Jun 30, 2026 | Manchester Keith S | Director | Sell (S) 2 lots, same day | 212K | $7.5M |
| Jun 30, 2026 | Gold Daniel Allen | Director | Sell (S) | 12K | $437K |
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 | 57 | 35 | – |
Insiders Form 4 open-market | 0 | 9 | -$271.0M |
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 ROIV
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/ROIV/capital-change-brief"
Use Arkolith's capital_change_brief for ROIV. 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 ROIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.