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BDX · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BDX
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterBDXVRTX
Q3 202025 holders, $11.3bn31 holders, $21.9bn
Q4 202028 holders, $10.4bn30 holders, $18.4bn
Q1 202126 holders, $9.4bn31 holders, $15.4bn
Q2 202119 holders, $9.0bn30 holders, $12.7bn
Q3 202118 holders, $10.3bn35 holders, $10.1bn
Q4 202118 holders, $11.1bn28 holders, $12.4bn
Q1 202221 holders, $10.5bn23 holders, $16.1bn
Q2 202221 holders, $13.5bn25 holders, $18.1bn
Q3 202223 holders, $11.0bn22 holders, $18.4bn
Q4 202227 holders, $12.5bn28 holders, $18.4bn
Q1 202328 holders, $11.1bn26 holders, $21.4bn
Q2 202326 holders, $11.7bn27 holders, $24.7bn
Q3 202323 holders, $10.3bn33 holders, $24.3bn
Q4 202327 holders, $8.7bn32 holders, $28.6bn
Q1 202425 holders, $8.4bn31 holders, $29.8bn
Q2 202431 holders, $8.1bn29 holders, $33.4bn
Q3 202426 holders, $8.6bn27 holders, $33.5bn
Q4 202426 holders, $8.4bn26 holders, $28.5bn
Q1 202522 holders, $8.6bn21 holders, $35.4bn
Q2 202524 holders, $7.3bn21 holders, $32.3bn
Q3 202513 holders, $7.3bn22 holders, $25.9bn
Q4 202517 holders, $8.6bn26 holders, $31.8bn
Q1 202615 holders, $8.5bn25 holders, $31.8bn
Q2 202611 holders, $8.4bn26 holders, $34.6bn
BDX

Becton Dickinson & Co

Holders
27
Reported value
$8.7bn
Buyers
17
Sellers
9

Breadth +8 among 93 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
32
Reported value
$28.6bn
Buyers
16
Sellers
16

Breadth 0 among 93 comparable managers.

Who holds both, Q4 2023

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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