Holders over time
- BDX
- VRTX
| Quarter | BDX | VRTX |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 31 holders, $21.9bn |
| Q4 2020 | 28 holders, $10.4bn | 30 holders, $18.4bn |
| Q1 2021 | 26 holders, $9.4bn | 31 holders, $15.4bn |
| Q2 2021 | 19 holders, $9.0bn | 30 holders, $12.7bn |
| Q3 2021 | 18 holders, $10.3bn | 35 holders, $10.1bn |
| Q4 2021 | 18 holders, $11.1bn | 28 holders, $12.4bn |
| Q1 2022 | 21 holders, $10.5bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $13.5bn | 25 holders, $18.1bn |
| Q3 2022 | 23 holders, $11.0bn | 22 holders, $18.4bn |
| Q4 2022 | 27 holders, $12.5bn | 28 holders, $18.4bn |
| Q1 2023 | 28 holders, $11.1bn | 26 holders, $21.4bn |
| Q2 2023 | 26 holders, $11.7bn | 27 holders, $24.7bn |
| Q3 2023 | 23 holders, $10.3bn | 33 holders, $24.3bn |
| Q4 2023 | 27 holders, $8.7bn | 32 holders, $28.6bn |
| Q1 2024 | 25 holders, $8.4bn | 31 holders, $29.8bn |
| Q2 2024 | 31 holders, $8.1bn | 29 holders, $33.4bn |
| Q3 2024 | 26 holders, $8.6bn | 27 holders, $33.5bn |
| Q4 2024 | 26 holders, $8.4bn | 26 holders, $28.5bn |
| Q1 2025 | 22 holders, $8.6bn | 21 holders, $35.4bn |
| Q2 2025 | 24 holders, $7.3bn | 21 holders, $32.3bn |
| Q3 2025 | 13 holders, $7.3bn | 22 holders, $25.9bn |
| Q4 2025 | 17 holders, $8.6bn | 26 holders, $31.8bn |
| Q1 2026 | 15 holders, $8.5bn | 25 holders, $31.8bn |
| Q2 2026 | 11 holders, $8.4bn | 26 holders, $34.6bn |
Becton Dickinson & Co
- Holders
- 27
- Reported value
- $8.7bn
- Buyers
- 17
- Sellers
- 9
Breadth +8 among 93 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 32
- Reported value
- $28.6bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 93 comparable managers.
Who holds both, Q4 2023
Both (16)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Invesco Ltd, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only BDX (11)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Verition Fund Management LLC
Only VRTX (16)
Acadian Asset Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Woodline Partners 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.