Smart Money Radar / Tickers / NBP

NBP Pharmaceuticals, Biotechnology & Life Sciences

CROWD: RED Active holders jumped 22 to 17 recently (-23% 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
17
of 48 total, index funds excluded
This quarter
+3
8 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2020Mar 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 · $72M held
FundValueNote
JANUS HENDERSON GROUP PLC $15M
Lei Zhang $15M famous whale
MORGAN STANLEY $9M
Siren, L.L.C. $7M
AIHC Capital Management Ltd $6M
Steve Cohen $3M famous whale
Candriam S.C.A. $3M
ADAGE CAPITAL PARTNERS GP, … $2M
Woodline Partners LP $2M
BlackRock, Inc. $2M

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.