TLX
Pharmaceuticals, Biotechnology & Life Sciences
CROWD: RED
Active holders jumped 8 to 7 recently (-12% 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
7
of 38 total, index funds excluded
This quarter
+3
4 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
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)
Top holders
by reported value · $24M held
Fund
Value
Note
FMR LLC
$5M
Portolan Capital Management…
$5M
LAZARD ASSET MANAGEMENT LLC
$3M
PORTLAND INVESTMENT COUNSEL…
$3M
Private Advisor Group, LLC
$2M
Integrated Wealth Concepts …
$2M
Raiffeisen Bank Internation…
$1M
MORGAN STANLEY
$1M
JPMORGAN CHASE & CO
$514K
Mariner, LLC
$415K
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
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.