Skip to content

Biotech Hedge Fund 13F Changes

Q4 2025 · 19 funds · 1000 position changes

How 13F position tracking works
What is a 13F filing?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100M in assets. It discloses their equity holdings as of the end of each quarter. We track 20 specialist biotech hedge funds and compare their filings quarter-over-quarter to identify new positions, exits, increases, and decreases.

What do the position change types mean?

New means the fund initiated a position it didn't hold last quarter. Increased means they added shares to an existing position. Decreased means they trimmed shares. Exited means they sold their entire position. New positions and exits are the strongest signals — they represent active portfolio decisions, not incremental adjustments.

How often are 13F filings updated?

13F filings are due within 45 days of each quarter end (mid-February, mid-May, mid-August, mid-November). We parse new filings from EDGAR as they're published. The data shown reflects the most recent quarter's filings.

Why is there a 45-day delay in 13F data?

The SEC gives institutional managers 45 days after quarter-end to file their 13F. This means the data reflects positions as of the prior quarter-end, not today. Despite the lag, 13F data is valuable because it reveals the conviction-level decisions of biotech's most informed investors — the kind of positions that take months to build.

New Positions (234)

BBIO
CELC
IMVT
GH
GPCR
PRAX
TARS
DVAX
CYTK
AXSM
APLS
APLS
PCVX
AUPH
MAZE
TERN
RGEN
RVMD
EYPT

+214 more

Exited (170)

RNA
ETNB
VRNA
AKRO
OSCR
QURE
AKRO
PTGX
SRRK
CVLT
FOLD
ITOS
UNH
SRRK
INSM
AGIO
VRTX
BPMC
DYN

+150 more

Increased (337)

INCY
UTHR
ASND
INSM
RYTM
KRYS
KYMR
SMMT
PRAX
KYMR
KOD
GPCR
CNTA
PRAX
CELC
WVE
RDNT
ALKS
PRAX
TARS

+317 more

Decreased (259)

NUVL
INSM
MDGL
ARWR
PCVX
PTGX
SION
RNA
NTRA
NAMSW
COGT
VERA
CRNX
RYTM
RVMD
GH
VTRS
BSX
ASND
RVMD

+239 more

Want to know why they made these moves?

BiotechEdge adds AI-powered context to every position change — plus insider signals, catalyst overlays, and watchlist alerts. 14-day free trial, no credit card.