Smart Money Radar / Tickers / ELVN

ELVN Pharmaceuticals, Biotechnology & Life Sciences

CROWD: RED Active holders jumped 39 to 63 recently (62% 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
63
of 171 total, index funds excluded
This quarter
+31
7 out
Conviction
29 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2023Mar 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)
Jun 23 Mar 26

Top holders

by reported value · $2.4B held
FundValueNote
ORBIMED ADVISORS LLC $312M
FMR LLC $268M
Polar Capital Holdings Plc $199M
BlackRock, Inc. $144M
Commodore Capital LP $128M
Vestal Point Capital, LP $127M
Bellevue Group AG $91M
VANGUARD CAPITAL MANAGEMENT… $85M
Fairmount Funds Management … $73M
Ken Griffin $68M famous whale

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.