Smart Money Radar / Tickers / AVBP

AVBP Pharmaceuticals, Biotechnology & Life Sciences

CROWD: RED Active holders jumped 35 to 40 recently (14% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
40
of 139 total, index funds excluded
This quarter
+14
9 out
Conviction
20 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2024Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Mar 24 Mar 26

Top holders

by reported value · $969M held
FundValueNote
SUVRETTA CAPITAL MANAGEMENT… $102M
INFINITUM ASSET MANAGEMENT,… $96M
Lei Zhang $91M famous whale
ORBIMED ADVISORS LLC $70M
FMR LLC $70M
BlackRock, Inc. $58M
Octagon Capital Advisors LP $45M
NOVO HOLDINGS A/S $45M
Sofinnova Investments, Inc. $39M
VANGUARD CAPITAL MANAGEMENT… $35M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.