Fractyl Health, Inc.: which funds bought and sold

Institutions that bought and sold Fractyl Health shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 30 institutions that filed 13F reports for both quarters added to or opened positions in Fractyl Health, and 34 cut or closed them. Together they added a net 10.1M shares, +14.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.8M shares (+9.3%); index fund managers were net buyers of 320K shares (+3.1%). 12 opened a new position and 18 sold out entirely.

Bought, Q2 2026 30 institutions, 12 of them new holders Sold, Q2 2026 34 institutions, 18 of them sold out

Net change, all compared +10.1M shares (+14.1%)

Net change, active managers +2.8M shares (+9.3%), 5 bought, 8 sold

Buyers versus sellers

institutions compared, 93

30 bought 29 34 sold

Active managers and hedge funds 5 bought · 8 sold · +2.8M

Index fund managers 4 bought · 2 sold · +320K

Other institutions 21 bought · 24 sold · +7.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+9.2M +68.9%	22.6M	$17.9M
Bank Of America Corp	+5.9M +4727.7%	6.0M	$4.8M
Jane Street Group, LLC	+1.7M +4260.8%	1.7M	$1.4M
Brevan Howard Capital Management LP Hedge fund	+684K +294.3%	916K	$719,266
Catalio Capital Management, LP	+677K +12.3%	6.2M	$4.9M
Vanguard Capital Management LLC Index funds	+564K +10.2%	6.1M	$4.8M
Mink Brook Asset Management LLC	+353K New position	353K	$280,221
Marshall Wace, LLP Hedge fund	+273K +33.8%	1.1M	$853,726
Vanguard Fiduciary Trust Co Index funds	+116K +19.1%	722K	$573,373
Goldman Sachs Group Inc	+107K +157.0%	176K	$139,706
Renaissance Technologies LLC Hedge fund	+87K +247.2%	122K	$97,076
State Street Corp Index funds	+51K +11.0%	516K	$409,910
Mai Capital Management	+50K New position	50K	$39,720
Northern Trust Corp Index funds	+46K +21.3%	262K	$208,059
Sanctuary Advisors, LLC	+33K New position	33K	$25,818
Eaton Financial Holdings Company, LLC	+32K New position	32K	$25,290
Fny Investment Advisers, LLC	+30K +84.3%	65K	$51,000
Tower Research Capital LLC (TRC)	+28K New position	28K	$21,948
Bartlett & Co. Wealth Management LLC	+25K New position	25K	$19,860
J.W. Cole Advisors, Inc.	+21K New position	21K	$16,508

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Nantahala Capital Management, LLC Hedge fund	+9.2M +68.9%	22.6M	$17.9M
Brevan Howard Capital Management LP Hedge fund	+684K +294.3%	916K	$719,266
Marshall Wace, LLP Hedge fund	+273K +33.8%	1.1M	$853,726
Renaissance Technologies LLC Hedge fund	+87K +247.2%	122K	$97,076
Victory Capital Management Inc Active manager	+2,323 +18.3%	15K	$11,923

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
683 Capital Management, LLC Hedge fund	−6.0M −88.8%	757K	$601,134
Pale Fire Capital Se	−918K −15.5%	5.0M	$4M
Burkehill Global Management, LP Hedge fund	−500K Sold out	0	—
Woodline Partners LP Hedge fund	−458K −20.4%	1.8M	$1.4M
Blackrock, Inc. Index funds	−339K −15.8%	1.8M	$1.4M
Two Sigma Investments, LP Hedge fund	−255K −53.2%	225K	$178,372
Shay Capital LLC	−228K −63.6%	130K	$103,448
Bridgeway Capital Management, LLC Active manager	−209K Sold out	0	—
Susquehanna International Group, LLP	−161K −91.4%	15K	$12,021
Omers Administration Corp	−124K Sold out	0	—
Geode Capital Management, LLC Index funds	−119K −8.3%	1.3M	$1M
Barclays PLC	−114K −98.4%	1,865	$1,482
Gsa Capital Partners LLP	−87K Sold out	0	—
Morgan Stanley	−69K −14.0%	427K	$338,815
Silverarc Capital Management, LLC	−64K −3.7%	1.6M	$1.3M
Citadel Advisors LLC Hedge fund	−48K Sold out	0	—
UBS Group AG	−42K −2.6%	1.6M	$1.3M
Evoke Wealth, LLC	−40K Sold out	0	—
Catalyst Funds Management Pty Ltd	−34K −72.8%	13K	$10,109
Marex Group Ltd	−30K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
683 Capital Management, LLC Hedge fund	−6.0M −88.8%	757K	$601,134
Burkehill Global Management, LP Hedge fund	−500K Sold out	0	—
Woodline Partners LP Hedge fund	−458K −20.4%	1.8M	$1.4M
Two Sigma Investments, LP Hedge fund	−255K −53.2%	225K	$178,372
Bridgeway Capital Management, LLC Active manager	−209K Sold out	0	—
Citadel Advisors LLC Hedge fund	−48K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−29K Sold out	0	—
LMR Partners LLP Hedge fund	−16K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Mink Brook Asset Management LLC	353K	$280,221
Mai Capital Management	50K	$39,720
Sanctuary Advisors, LLC	33K	$25,818
Eaton Financial Holdings Company, LLC	32K	$25,290
Tower Research Capital LLC (TRC)	28K	$21,948
Bartlett & Co. Wealth Management LLC	25K	$19,860
J.W. Cole Advisors, Inc.	21K	$16,508
SG Americas Securities, LLC	19K	$15,000
Naviter Wealth, LLC	15K	$12,138
Stonex Group Inc.	10K	$8,266

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Burkehill Global Management, LPHedge fund	500K	$228,900
Bridgeway Capital Management, LLCActive manager	209K	$95,646
Omers Administration Corp	124K	$56,721
Gsa Capital Partners LLP	87K	$40,000
Citadel Advisors LLCHedge fund	48K	$22,064
Evoke Wealth, LLC	40K	$18,312
Marex Group Ltd	30K	$13,522
Schonfeld Strategic Advisors LLCHedge fund	29K	$13,327
Summittx Capital, L.P.	18K	$8,332
Bronte Capital Management Pty Ltd.	17K	$7,739

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 75
Ten largest holders: 76.9%
Index fund managers: 13.0%
Active managers and hedge funds: 39.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	5	8	0	5	+2.8M	+9.3%
Index fund managers	4	2	0	0	+320K	+3.1%
Other institutions	21	24	12	13	+7.0M	+22.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Fractyl Health.

Only managers that filed a holdings report for both quarters are compared (93 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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