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Institutional Ownership · SEC Form 13F

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.

93
Institutional holders
9M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JANUS HENDERSON GROUP PLC added1,284,324$94M13.5%2026-Q1
Cormorant Asset Management, LP1,059,331$77M11.2%2026-Q1
BlackRock, Inc. added621,933$45M6.6%2026-Q1
Vivo Capital, LLC added557,172$41M5.9%2026-Q1
BRAIDWELL LP added539,708$39M5.7%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added495,743$36M5.2%2026-Q1
Vestal Point Capital, LP new492,319$36M5.2%2026-Q1
Driehaus Capital Management LLC added432,515$32M4.6%2026-Q1
PERCEPTIVE ADVISORS LLC trimmed377,544$28M4.0%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added297,158$22M3.1%2026-Q1
DEERFIELD MANAGEMENT COMPANY, L.P. new283,000$21M3.0%2026-Q1
RA CAPITAL MANAGEMENT, L.P. added265,000$19M2.8%2026-Q1
GREAT POINT PARTNERS LLC new220,000$16M2.3%2026-Q1
MPM BIOIMPACT LLC trimmed212,175$15M2.2%2026-Q1
Ikarian Capital, LLC added166,647$12M1.8%2026-Q1
MORGAN STANLEY added132,764$10M1.4%2026-Q1
EVENTIDE ASSET MANAGEMENT, LLC added130,013$9M1.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added121,646$9M1.3%2026-Q1
SEVEN GRAND MANAGERS, LLC added120,000$9M1.3%2026-Q1
ACUTA CAPITAL PARTNERS, LLC added111,996$8M1.2%2026-Q1
STATE STREET CORP added108,239$8M1.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added88,716$6M0.9%2026-Q1
Sio Capital Management, LLC added86,083$6M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added74,369$5M0.8%2026-Q1
B Group, Inc. new67,500$5M0.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new60,482$4M0.6%2026-Q1
Walleye Capital LLC added53,706$4M0.6%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed52,832$4M0.6%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added51,290$4M0.5%2026-Q1
AMERIPRISE FINANCIAL INC new50,027$4M0.5%2026-Q1
Woodline Partners LP new45,668$3M0.5%2026-Q1
Parkman Healthcare Partners LLC new40,098$3M0.4%2026-Q1
ORBIMED ADVISORS LLC trimmed40,000$3M0.4%2026-Q1
Artia Global Partners LP added38,407$3M0.4%2026-Q1
NORTHERN TRUST CORP added37,378$3M0.4%2026-Q1
ADAR1 Capital Management, LLC added33,900$2M0.4%2026-Q1
KVP Capital Advisors, LP new31,813$2M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added19,422$1M0.2%2026-Q1
PLATINUM INVESTMENT MANAGEMENT LTD trimmed19,127$1M0.2%2026-Q1
D. E. Shaw & Co., Inc. added15,445$1M0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added15,318$1M0.2%2026-Q1
SUPERSTRING CAPITAL MANAGEMENT LP trimmed13,311$971K0.1%2026-Q1
UBS Group AG trimmed13,280$969K0.1%2026-Q1
Bank of New York Mellon Corp added13,253$967K0.1%2026-Q1
Schonfeld Strategic Advisors LLC trimmed13,244$966K0.1%2026-Q1
AdvisorShares Investments LLC added12,613$920K0.1%2026-Q1
SEI INVESTMENTS CO new11,188$816K0.1%2026-Q1
Ghisallo Capital Management LLC new11,000$803K0.1%2026-Q1
Informed Momentum Co LLC new9,189$671K0.1%2026-Q1
Nuveen, LLC added8,329$608K0.1%2026-Q1
RHUMBLINE ADVISERS added7,762$566K0.1%2026-Q1
Trexquant Investment LP new7,451$544K0.1%2026-Q1
Quadrature Capital Ltd new6,498$474K0.1%2026-Q1
LPL Financial LLC added6,495$474K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed6,400$467K0.1%2026-Q1
Seven Fleet Capital Management LP new6,395$467K0.1%2026-Q1
Invesco Ltd. added6,296$459K0.1%2026-Q1
DEUTSCHE BANK AG\ added6,258$457K0.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new6,062$442K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added4,947$361K0.1%2026-Q1
DNB Asset Management AS new4,441$324K0.0%2026-Q1
MetLife Investment Management, LLC added3,911$285K0.0%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM3,781$276K0.0%2026-Q1
JPMORGAN CHASE & CO added3,877$265K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added3,260$238K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new3,141$229K0.0%2026-Q1
Virtu Financial LLC added3,129$228K0.0%2026-Q1
BARCLAYS PLC trimmed3,077$225K0.0%2026-Q1
Vanguard Global Advisers, LLC new3,058$223K0.0%2026-Q1
STRS OHIO added2,700$197K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,600$190K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,532$185K0.0%2026-Q1
Persistent Asset Partners Ltd new2,310$169K0.0%2026-Q1
Aquatic Capital Management LLC new2,045$149K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey added2,036$149K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,571$115K0.0%2026-Q1
Russell Investments Group, Ltd. trimmed882$64K0.0%2026-Q1
FMR LLC trimmed819$60K0.0%2026-Q1
Legal & General Group Plc added616$45K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed597$44K0.0%2026-Q1
China Universal Asset Management Co., Ltd. new500$36K0.0%2026-Q1
Ameritas Investment Partners, Inc.470$34K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed406$30K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added380$28K0.0%2026-Q1
CITIGROUP INC added297$22K0.0%2026-Q1
STEMPOINT CAPITAL LP new97,340$8M1.1%2025-Q4 stale
Point72 Asset Management, L.P. trimmed105,020$6M0.9%2025-Q3 stale
VANGUARD GROUP INC added48,576$4M0.5%2025-Q4 stale
Commodore Capital LP trimmed18,851$1M0.2%2025-Q4 stale
OMERS ADMINISTRATION Corp new14,000$505K0.1%2025-Q1 stale
HRT FINANCIAL LP trimmed13,568$489K0.1%2025-Q1 stale
SUMMIT WEALTH GROUP LLC / CO new6,149$418K0.1%2025-Q3 stale
CITADEL ADVISORS LLC trimmed6,476$393K0.1%2025-Q3 stale
READYSTATE ASSET MANAGEMENT LP new13,975$365K0.1%2025-Q2 stale
MARSHALL WACE, LLP trimmed4,600$359K0.1%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC trimmed3,500$212K0.0%2025-Q3 stale
TWO SIGMA INVESTMENTS, LP trimmed2,601$203K0.0%2025-Q4 stale
Gordian Capital Singapore Pte Ltd new1,200$73K0.0%2025-Q3 stale
OSAIC HOLDINGS, INC. added371$29K0.0%2025-Q4 stale
AMALGAMATED BANK added159$12K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership