64 tracked 13F filers disclose a position in THM as of the latest SEC 13F filings, a combined $352.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PAULSON & CO. INC. | $207.9M | 104.5M | ▲+4.9% Added · +4.9M sh | Q2 2026 | |
| 2 | Electrum Group LLC | $63.5M | 31.9M | —Held | Q2 2026 | |
| 3 | Kopernik Global Investors, LLC | $37.3M | 18.8M | ▲+6.3% Added · +1.1M sh | Q2 2026 | |
| 4 | TEACHER RETIREMENT SYSTEM OF TEXAS | $12.4M | 6.3M | —Held | Q2 2026 | |
| 5 | FMR LLC | $10.9M | 4.8M | ▲New +4.8M sh | Q1 2026 | |
| 6 | FRANKLIN TEMPLETON INC | $10.3M | 4.5M | ▲New +4.5M sh | Q1 2026 | |
| 7 | Russell Investments Group, Ltd. | $1.7M | 734K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 8 | SEI INVESTMENTS CO | $1.4M | 601K | —Held | Q1 2026 | |
| 9 | Connor, Clark & Lunn Investment Management Ltd. | $1.1M | 563K | ▲+5.4% Added · +29K sh | Q2 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 287K | ▲New +287K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $657K | 286K | ▲571× Added · +285K sh | Q1 2026 | |
| 12 | Covalis Capital LLP | $541K | 235K | ▲New +235K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $455K | 198K | ▲+51% Added · +67K sh | Q1 2026 | |
| 14 | NATIONAL BANK OF CANADA /FI/ | $356K | 158K | ▲New +158K sh | Q1 2026 | |
| 15 | CWA Asset Management Group, LLC | $304K | 153K | ▼−2.2% Reduced · −4K sh | Q2 2026 | |
| 16 | SPROTT INC. | $290K | 146K | ▼−99% Reduced · −9.8M sh | Q2 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $298K | 130K | ▲New +130K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $268K | 117K | ▼−25% Reduced · −40K sh | Q1 2026 | |
| 19 | Empyrean Capital Partners, LP | $207K | 90K | ▲New +90K sh | Q1 2026 | |
| 20 | CIBC WORLD MARKET INC. | $200K | 86K | ▲New +86K sh | Q1 2026 | |
| 21 | UBS Group AG | $137K | 59K | ▲+471% Added · +49K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $119K | 52K | ▼−4.4% Reduced · −2K sh | Q1 2026 | |
| 23 | BlackRock, Inc. | $113K | 49K | ▲+44% Added · +15K sh | Q1 2026 | |
| 24 | EntryPoint Capital, LLC | $95K | 48K | ▲New +48K sh | Q2 2026 | |
| 25 | XTX Topco Ltd | $103K | 45K | ▼−53% Reduced · −52K 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, 13 funds opened a new position in THM and 7 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 29 funds | $18.4B |
| MICROSOFT CORPMSFT | 28 funds | $24.9B |
| VISA INC-CLASS A SHARESV | 28 funds | $5.8B |
| CHEVRON CORPCVX | 28 funds | $5.8B |
| NVIDIA CORPNVDA | 27 funds | $36.0B |
| BROADCOM INCAVGO | 27 funds | $16.0B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $11.2B |
| MICRON TECHNOLOGY INCMU | 27 funds | $6.1B |
| LAM RESEARCH CORPLRCX | 27 funds | $4.5B |
| APPLE INCAAPL | 26 funds | $27.9B |
| ALPHABET INC-CL CGOOG | 26 funds | $11.3B |
| ELI LILLY & COLLY | 26 funds | $7.3B |
Ranked by how many of THM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 16, 2026 | PAULSON & CO. INC. | 10% Owner | Buy (P) | 4.9M | $12.6M |
| Jan 29, 2026 | PAULSON & CO. INC. | 10% Owner | Buy (P) | 1.5M | $3.3M |
| Jan 28, 2026 | PAULSON & CO. INC. | 10% Owner | Buy (P) | 9.8M | $21.8M |
| Jan 27, 2026 | PAULSON & CO. INC. | 10% Owner | Buy (P) | 18.0M | $40.0M |
| Jan 27, 2026 | Electrum Strategic Opportunities Fund II L.P. | 10% Owner | Buy (P) | 3.2M | $7.0M |
| Mar 3, 2025 | PAULSON & CO. INC. | 10% Owner | Buy (P) | 6.0M | $2.9M |
| Feb 27, 2025 | ESOF II GP Ltd. | 10% Owner | Buy (P) | 1.2M | $553K |
| Jan 18, 2024 | PAULSON & CO. INC. | 10% Owner | Buy (P) | 2.3M | $1.5M |
| Mar 11, 2022 | DRESCHER ANTON J | Director | Sell (S) | 1K | $2K |
| Mar 11, 2022 | DRESCHER ANTON J | Director | Sell (S) | 2K | $2K |
| Mar 11, 2022 | DRESCHER ANTON J | Director | Sell (S) | 37K | $48K |
| Mar 11, 2022 | DRESCHER ANTON J | Director | Sell (S) | 100 | $131 |
Connected entities for THM
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/THM/capital-change-brief"
Use Arkolith's capital_change_brief for THM. 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 THM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.