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CNMD · 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.
  • CNMD
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterCNMDVRTX
Q3 202010 holders, $208m31 holders, $21.9bn
Q4 20206 holders, $180m30 holders, $18.4bn
Q1 20217 holders, $171m31 holders, $15.4bn
Q2 20214 holders, $185m30 holders, $12.7bn
Q3 20216 holders, $173m35 holders, $10.1bn
Q4 20213 holders, $179m28 holders, $12.4bn
Q1 20226 holders, $233m23 holders, $16.1bn
Q2 20225 holders, $180m25 holders, $18.1bn
Q3 20225 holders, $153m22 holders, $18.4bn
Q4 20225 holders, $209m28 holders, $18.4bn
Q1 20235 holders, $268m26 holders, $21.4bn
Q2 20233 holders, $345m27 holders, $24.7bn
Q3 20237 holders, $301m33 holders, $24.3bn
Q4 20234 holders, $318m32 holders, $28.6bn
Q1 20246 holders, $133m31 holders, $29.8bn
Q2 20244 holders, $134m29 holders, $33.4bn
Q3 20243 holders, $119m27 holders, $33.5bn
Q4 20244 holders, $115m26 holders, $28.5bn
Q1 20253 holders, $109m21 holders, $35.4bn
Q2 20254 holders, $95m21 holders, $32.3bn
Q3 20255 holders, $58m22 holders, $25.9bn
Q4 20254 holders, $43m26 holders, $31.8bn
Q1 20262 holders, $34m25 holders, $31.8bn
Q2 20261 holders, $27m26 holders, $34.6bn
CNMD

Conmed Corp

Holders
4
Reported value
$318m
Buyers
2
Sellers
2

Breadth 0 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 33 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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