Holders over time
- ARGX
- AMGN
| Quarter | ARGX | AMGN |
|---|---|---|
| Q3 2020 | 8 holders, $3.6bn | 16 holders, $16.3bn |
| Q4 2020 | 7 holders, $4.1bn | 19 holders, $14.0bn |
| Q1 2021 | 8 holders, $4.1bn | 16 holders, $14.5bn |
| Q2 2021 | 9 holders, $4.6bn | 23 holders, $13.8bn |
| Q3 2021 | 8 holders, $4.5bn | 24 holders, $11.6bn |
| Q4 2021 | 9 holders, $5.3bn | 21 holders, $10.4bn |
| Q1 2022 | 8 holders, $5.3bn | 23 holders, $9.9bn |
| Q2 2022 | 13 holders, $6.5bn | 28 holders, $9.7bn |
| Q3 2022 | 14 holders, $5.3bn | 21 holders, $7.9bn |
| Q4 2022 | 13 holders, $5.5bn | 24 holders, $9.3bn |
| Q1 2023 | 13 holders, $5.9bn | 22 holders, $8.4bn |
| Q2 2023 | 18 holders, $6.6bn | 26 holders, $7.4bn |
| Q3 2023 | 21 holders, $8.7bn | 26 holders, $8.7bn |
| Q4 2023 | 17 holders, $6.3bn | 24 holders, $8.4bn |
| Q1 2024 | 13 holders, $6.8bn | 25 holders, $6.7bn |
| Q2 2024 | 14 holders, $7.9bn | 20 holders, $8.0bn |
| Q3 2024 | 13 holders, $10.7bn | 21 holders, $8.8bn |
| Q4 2024 | 14 holders, $12.3bn | 20 holders, $8.2bn |
| Q1 2025 | 17 holders, $11.8bn | 25 holders, $12.0bn |
| Q2 2025 | 18 holders, $10.8bn | 20 holders, $10.2bn |
| Q3 2025 | 16 holders, $13.8bn | 17 holders, $10.4bn |
| Q4 2025 | 16 holders, $14.8bn | 19 holders, $18.0bn |
| Q1 2026 | 11 holders, $12.3bn | 15 holders, $21.4bn |
| Q2 2026 | 14 holders, $15.0bn | 23 holders, $24.9bn |
Argenx Se
- Holders
- 17
- Reported value
- $6.3bn
- Buyers
- 12
- Sellers
- 6
Breadth +6 among 93 comparable managers.
Amgen Inc
- Holders
- 24
- Reported value
- $8.4bn
- Buyers
- 14
- Sellers
- 11
Breadth +3 among 93 comparable managers.
Who holds both, Q4 2023
Both (9)
D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Woodline Partners LP
Only ARGX (8)
Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Holocene Advisors LP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Walleye Capital LLC
Only AMGN (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Neuberger Berman Group LLC, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.