Among active 13F managers last quarter, 14 opened and 19 added, while 16 reduced; the largest holder to move was Verition Fund Management LLC (added). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
223 tracked 13F filers disclose a position in SEM as of the latest SEC 13F filings, a combined $1.3B 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 | BlackRock, Inc. | 13.1M | $215.8M | ▼−24% Reduced · −4.2M sh | Q2 2026 | |
| 2 | Verition Fund Management LLC | 12.0M | $198.5M | ▲Added Added · +12.0M sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 5.5M | $90.2M | ▲+3.8% Added · +203K sh | Q1 2026 | |
| 4 | FIL Ltd | 5.0M | $80.8M | ▲New +5.0M sh | Q1 2026 | |
| 5 | AQR Arbitrage LLC | 2.9M | $47.6M | ▲+60% Added · +1.1M sh | Q2 2026 | |
| 6 | Decagon Asset Management LLP | 2.7M | $44.8M | ▲New +2.7M sh | Q2 2026 | |
| 7 | Polar Asset Management Partners Inc. | 2.4M | $39.0M | ▲+69% Added · +963K sh | Q2 2026 | |
| 8 | HSBC Holdings PLC | 2.2M | $36.6M | ▲77× Added · +2.2M sh | Q1 2026 | |
| 9 | Goldman Sachs Group Inc | 2.1M | $33.9M | ▲+319% Added · +1.6M sh | Q1 2026 | |
| 10 | Charles Schwab Investment Management Inc | 1.7M | $27.8M | ▲+1.1% Added · +18K sh | Q1 2026 | |
| 11 | Qube Research & Technologies Ltd | 1.5M | $24.4M | ▲+708% Added · +1.3M sh | Q1 2026 | |
| 12 | State Street Corp | 1.5M | $24.7M | ▼−65% Reduced · −2.8M sh | Q2 2026 | |
| 13 | Geode Capital Management, LLC | 1.5M | $24.0M | ▼−46% Reduced · −1.2M sh | Q2 2026 | |
| 14 | Northern Trust Corp | 1.4M | $22.3M | ▲+5.7% Added · +73K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | 1.4M | $22.2M | ▼−38% Reduced · −851K sh | Q1 2026 | |
| 16 | Oddo BHF Asset Management Sas | 1.2M | $19.9M | ▲New +1.2M sh | Q2 2026 | |
| 17 | Alpine Associates Management Inc. | 1.2M | $19.2M | ▲New +1.2M sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | 1.1M | $17.4M | ▲+0.5% Added · +5K sh | Q1 2026 | |
| 19 | Westchester Capital Management, LLC | 983K | $16.2M | ▲New +983K sh | Q2 2026 | |
| 20 | Balyasny Asset Management L.P. | 905K | $14.7M | ▲16× Added · +848K sh | Q1 2026 | |
| 21 | Woodline Partners LP | 861K | $14.2M | ▼−30% Reduced · −366K sh | Q2 2026 | |
| 22 | Millennium Management LLC | 853K | $13.9M | ▲+56% Added · +305K sh | Q1 2026 | |
| 23 | Morgan Stanley | 851K | $13.9M | ▼−12% Reduced · −115K sh | Q1 2026 | |
| 24 | Adage Capital Partners GP, L.L.C. | 658K | $10.7M | ▼−44% Reduced · −527K sh | Q1 2026 | |
| 25 | Bank Of America Corp | 639K | $10.4M | ▼−51% Reduced · −659K 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, 14 funds opened a new position in SEM and 19 added to an existing one, while 16 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 | 124 funds | $203.2B |
| Nvidia CorpNVDA | 122 funds | $314.1B |
| Amazon.com IncAMZN | 120 funds | $158.1B |
| Alphabet Inc-CL AGOOGL | 119 funds | $135.9B |
| Meta Platforms Inc-Class AMETA | 119 funds | $84.8B |
| Alphabet Inc-CL CGOOG | 118 funds | $104.1B |
| Broadcom IncAVGO | 117 funds | $130.8B |
| Bank Of America CorpBAC | 117 funds | $26.1B |
| Electronic Arts IncEA | 117 funds | $7.3B |
| Eli Lilly & CoLLY | 116 funds | $65.9B |
| Oracle CorpORCL | 116 funds | $19.0B |
| Apple IncAAPL | 115 funds | $226.8B |
Ranked by how many of SEM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SEM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 5, 2025 | Khanuja Parvinderjit S. | Director | Buy (P) | 21K | $315K |
| Apr 28, 2025 | Chernow David S | CEO, Director | Sell (S) | 225K | $4.0M |
| Dec 4, 2024 | Breighner Robert G. JR | VICE PRESIDENT, COMPLIANCE | Sell (S) | 5K | $100K |
| Nov 26, 2024 | Tavenner Marilyn B | Director | Sell (S) | 32K | $675K |
| Nov 26, 2024 | Ortenzio Robert A | EXECUTIVE CHAIRMAN, Director | Sell (S) | 3.8M | $74.4M |
| Apr 8, 2024 | Ortenzio Robert A | EXECUTIVE CHAIRMAN, Director | Sell (S) | 50K | $1.5M |
| Mar 8, 2024 | Ortenzio Robert A | EXECUTIVE CHAIRMAN, Director | Sell (S) | 50K | $1.4M |
| Feb 8, 2024 | Ortenzio Robert A | EXECUTIVE CHAIRMAN, Director | Sell (S) | 50K | $1.3M |
| Jan 8, 2024 | Ortenzio Robert A | EXECUTIVE CHAIRMAN, Director | Sell (S) | 100K | $2.7M |
| Dec 14, 2023 | Ortenzio Robert A | EXECUTIVE CHAIRMAN, Director | Sell (S) | 100K | $2.5M |
| Sep 8, 2023 | Ortenzio Robert A | EXECUTIVE CHAIRMAN, Director | Sell (S) | 50K | $1.3M |
| Aug 8, 2023 | Ortenzio Robert A | EXECUTIVE CHAIRMAN, Director | Sell (S) | 50K | $1.5M |
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 | 36 | 37 | – |
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 SEM
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/SEM/capital-change-brief"
Use Arkolith's capital_change_brief for SEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for SEM. Filings are public domain, sourced to SEC EDGAR.