Who owns DRUG
Which tracked institutional funds hold DRUG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DRUG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
33 tracked funds added or opened DRUG while 14 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DRUG’s largest tracked holder by dollar value, JANUS HENDERSON GROUP PLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DRUG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 93 tracked filers holding DRUG, 73 increased or opened the position and 25 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DRUG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Vestal Point Capital, LP$36M
- DEERFIELD MANAGEMENT COMPANY, L.P.$21M
- RA CAPITAL MANAGEMENT, L.P.$19M
- GREAT POINT PARTNERS LLC$16M
- B Group, Inc.$5M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
Full exits 3
- STEMPOINT CAPITAL LP$8M
- VANGUARD GROUP INC$4M
- Commodore Capital LP$1M
Largest adds
- BlackRock, Inc.$15M
- BRAIDWELL LP$14M
- Driehaus Capital Management LLC$11M
- WELLINGTON MANAGEMENT GROUP LLP$8M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$5M
- SEVEN GRAND MANAGERS, LLC$5M
Largest trims
- MILLENNIUM MANAGEMENT LLC$11M
- PERCEPTIVE ADVISORS LLC$8M
- Cormorant Asset Management, LP$5M
- SUPERSTRING CAPITAL MANAGEMENT LP$3M
- MPM BIOIMPACT LLC$2M
- BNP PARIBAS FINANCIAL MARKETS$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC added | 1,284,324 | $94M | 13.5% | 2026-Q1 |
| Cormorant Asset Management, LP | 1,059,331 | $77M | 11.2% | 2026-Q1 |
| BlackRock, Inc. added | 621,933 | $45M | 6.6% | 2026-Q1 |
| Vivo Capital, LLC added | 557,172 | $41M | 5.9% | 2026-Q1 |
| BRAIDWELL LP added | 539,708 | $39M | 5.7% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 495,743 | $36M | 5.2% | 2026-Q1 |
| Vestal Point Capital, LP new | 492,319 | $36M | 5.2% | 2026-Q1 |
| Driehaus Capital Management LLC added | 432,515 | $32M | 4.6% | 2026-Q1 |
| PERCEPTIVE ADVISORS LLC trimmed | 377,544 | $28M | 4.0% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 297,158 | $22M | 3.1% | 2026-Q1 |
| DEERFIELD MANAGEMENT COMPANY, L.P. new | 283,000 | $21M | 3.0% | 2026-Q1 |
| RA CAPITAL MANAGEMENT, L.P. added | 265,000 | $19M | 2.8% | 2026-Q1 |
| GREAT POINT PARTNERS LLC new | 220,000 | $16M | 2.3% | 2026-Q1 |
| MPM BIOIMPACT LLC trimmed | 212,175 | $15M | 2.2% | 2026-Q1 |
| Ikarian Capital, LLC added | 166,647 | $12M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 132,764 | $10M | 1.4% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 130,013 | $9M | 1.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 121,646 | $9M | 1.3% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC added | 120,000 | $9M | 1.3% | 2026-Q1 |
| ACUTA CAPITAL PARTNERS, LLC added | 111,996 | $8M | 1.2% | 2026-Q1 |
| STATE STREET CORP added | 108,239 | $8M | 1.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 88,716 | $6M | 0.9% | 2026-Q1 |
| Sio Capital Management, LLC added | 86,083 | $6M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 74,369 | $5M | 0.8% | 2026-Q1 |
| B Group, Inc. new | 67,500 | $5M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 60,482 | $4M | 0.6% | 2026-Q1 |
| Walleye Capital LLC added | 53,706 | $4M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 52,832 | $4M | 0.6% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 51,290 | $4M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 50,027 | $4M | 0.5% | 2026-Q1 |
| Woodline Partners LP new | 45,668 | $3M | 0.5% | 2026-Q1 |
| Parkman Healthcare Partners LLC new | 40,098 | $3M | 0.4% | 2026-Q1 |
| ORBIMED ADVISORS LLC trimmed | 40,000 | $3M | 0.4% | 2026-Q1 |
| Artia Global Partners LP added | 38,407 | $3M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 37,378 | $3M | 0.4% | 2026-Q1 |
| ADAR1 Capital Management, LLC added | 33,900 | $2M | 0.4% | 2026-Q1 |
| KVP Capital Advisors, LP new | 31,813 | $2M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 19,422 | $1M | 0.2% | 2026-Q1 |
| PLATINUM INVESTMENT MANAGEMENT LTD trimmed | 19,127 | $1M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 15,445 | $1M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 15,318 | $1M | 0.2% | 2026-Q1 |
| SUPERSTRING CAPITAL MANAGEMENT LP trimmed | 13,311 | $971K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 13,280 | $969K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 13,253 | $967K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 13,244 | $966K | 0.1% | 2026-Q1 |
| AdvisorShares Investments LLC added | 12,613 | $920K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO new | 11,188 | $816K | 0.1% | 2026-Q1 |
| Ghisallo Capital Management LLC new | 11,000 | $803K | 0.1% | 2026-Q1 |
| Informed Momentum Co LLC new | 9,189 | $671K | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 8,329 | $608K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 7,762 | $566K | 0.1% | 2026-Q1 |
| Trexquant Investment LP new | 7,451 | $544K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd new | 6,498 | $474K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 6,495 | $474K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 6,400 | $467K | 0.1% | 2026-Q1 |
| Seven Fleet Capital Management LP new | 6,395 | $467K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 6,296 | $459K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 6,258 | $457K | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 6,062 | $442K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,947 | $361K | 0.1% | 2026-Q1 |
| DNB Asset Management AS new | 4,441 | $324K | 0.0% | 2026-Q1 |
| MetLife Investment Management, LLC added | 3,911 | $285K | 0.0% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 3,781 | $276K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,877 | $265K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,260 | $238K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 3,141 | $229K | 0.0% | 2026-Q1 |
| Virtu Financial LLC added | 3,129 | $228K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 3,077 | $225K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,058 | $223K | 0.0% | 2026-Q1 |
| STRS OHIO added | 2,700 | $197K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,600 | $190K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,532 | $185K | 0.0% | 2026-Q1 |
| Persistent Asset Partners Ltd new | 2,310 | $169K | 0.0% | 2026-Q1 |
| Aquatic Capital Management LLC new | 2,045 | $149K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey added | 2,036 | $149K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,571 | $115K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 882 | $64K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 819 | $60K | 0.0% | 2026-Q1 |
| Legal & General Group Plc added | 616 | $45K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 597 | $44K | 0.0% | 2026-Q1 |
| China Universal Asset Management Co., Ltd. new | 500 | $36K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 470 | $34K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 406 | $30K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 380 | $28K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 297 | $22K | 0.0% | 2026-Q1 |
| STEMPOINT CAPITAL LP new | 97,340 | $8M | 1.1% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 105,020 | $6M | 0.9% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 48,576 | $4M | 0.5% | 2025-Q4 stale |
| Commodore Capital LP trimmed | 18,851 | $1M | 0.2% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp new | 14,000 | $505K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 13,568 | $489K | 0.1% | 2025-Q1 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 6,149 | $418K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 6,476 | $393K | 0.1% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP new | 13,975 | $365K | 0.1% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 4,600 | $359K | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 3,500 | $212K | 0.0% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,601 | $203K | 0.0% | 2025-Q4 stale |
| Gordian Capital Singapore Pte Ltd new | 1,200 | $73K | 0.0% | 2025-Q3 stale |
| OSAIC HOLDINGS, INC. added | 371 | $29K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK added | 159 | $12K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.