Holders over time
- BSX
- VRTX
| Quarter | BSX | VRTX |
|---|---|---|
| Q3 2020 | 31 holders, $15.0bn | 31 holders, $21.9bn |
| Q4 2020 | 35 holders, $13.6bn | 30 holders, $18.4bn |
| Q1 2021 | 29 holders, $15.7bn | 31 holders, $15.4bn |
| Q2 2021 | 27 holders, $18.2bn | 30 holders, $12.7bn |
| Q3 2021 | 27 holders, $18.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $17.4bn | 28 holders, $12.4bn |
| Q1 2022 | 32 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 30 holders, $14.0bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $14.5bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $16.6bn | 28 holders, $18.4bn |
| Q1 2023 | 32 holders, $18.5bn | 26 holders, $21.4bn |
| Q2 2023 | 37 holders, $19.6bn | 27 holders, $24.7bn |
| Q3 2023 | 33 holders, $19.7bn | 33 holders, $24.3bn |
| Q4 2023 | 30 holders, $20.6bn | 32 holders, $28.6bn |
| Q1 2024 | 33 holders, $24.0bn | 31 holders, $29.8bn |
| Q2 2024 | 35 holders, $26.8bn | 29 holders, $33.4bn |
| Q3 2024 | 40 holders, $28.3bn | 27 holders, $33.5bn |
| Q4 2024 | 40 holders, $29.4bn | 26 holders, $28.5bn |
| Q1 2025 | 44 holders, $33.1bn | 21 holders, $35.4bn |
| Q2 2025 | 44 holders, $33.6bn | 21 holders, $32.3bn |
| Q3 2025 | 48 holders, $29.5bn | 22 holders, $25.9bn |
| Q4 2025 | 49 holders, $28.5bn | 26 holders, $31.8bn |
| Q1 2026 | 45 holders, $17.2bn | 25 holders, $31.8bn |
| Q2 2026 | 40 holders, $13.0bn | 26 holders, $34.6bn |
Boston Scientific Corp
- Holders
- 30
- Reported value
- $20.6bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 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 (18)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Farallon Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP
Only BSX (12)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Viking Global Investors LP, Walleye Capital LLC
Only VRTX (14)
Acadian Asset Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Hudson Bay Capital Management LP, Man Group PLC, PDT Partners LLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
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.