Holders over time
- BMRN
- VRTX
| Quarter | BMRN | VRTX |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 31 holders, $21.9bn |
| Q4 2020 | 12 holders, $3.7bn | 30 holders, $18.4bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $15.4bn |
| Q2 2021 | 11 holders, $3.4bn | 30 holders, $12.7bn |
| Q3 2021 | 14 holders, $3.0bn | 35 holders, $10.1bn |
| Q4 2021 | 14 holders, $3.4bn | 28 holders, $12.4bn |
| Q1 2022 | 19 holders, $3.0bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $2.9bn | 25 holders, $18.1bn |
| Q3 2022 | 25 holders, $3.1bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $4.0bn | 28 holders, $18.4bn |
| Q1 2023 | 20 holders, $3.3bn | 26 holders, $21.4bn |
| Q2 2023 | 18 holders, $2.9bn | 27 holders, $24.7bn |
| Q3 2023 | 18 holders, $2.9bn | 33 holders, $24.3bn |
| Q4 2023 | 22 holders, $4.1bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $3.6bn | 31 holders, $29.8bn |
| Q2 2024 | 16 holders, $3.3bn | 29 holders, $33.4bn |
| Q3 2024 | 16 holders, $3.0bn | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $3.0bn | 26 holders, $28.5bn |
| Q1 2025 | 16 holders, $3.3bn | 21 holders, $35.4bn |
| Q2 2025 | 16 holders, $2.5bn | 21 holders, $32.3bn |
| Q3 2025 | 16 holders, $2.3bn | 22 holders, $25.9bn |
| Q4 2025 | 21 holders, $2.4bn | 26 holders, $31.8bn |
| Q1 2026 | 15 holders, $2.6bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $2.2bn | 26 holders, $34.6bn |
Biomarin Pharmaceutical Inc
- Holders
- 22
- Reported value
- $4.1bn
- Buyers
- 14
- Sellers
- 8
Breadth +6 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 (11)
Bridgewater Associates LP, Capital Research Global Investors, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP
Only BMRN (11)
Balyasny Asset Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Elliott Investment Management LP, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Third Point LLC, Verition Fund Management LLC, Viking Global Investors LP
Only VRTX (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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.