Holders over time
- DHR
- VRTX
| Quarter | DHR | VRTX |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 31 holders, $21.9bn |
| Q4 2020 | 36 holders, $29.1bn | 30 holders, $18.4bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $15.4bn |
| Q2 2021 | 30 holders, $33.9bn | 30 holders, $12.7bn |
| Q3 2021 | 35 holders, $37.5bn | 35 holders, $10.1bn |
| Q4 2021 | 40 holders, $39.7bn | 28 holders, $12.4bn |
| Q1 2022 | 30 holders, $33.5bn | 23 holders, $16.1bn |
| Q2 2022 | 30 holders, $28.1bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $27.1bn | 22 holders, $18.4bn |
| Q4 2022 | 31 holders, $27.1bn | 28 holders, $18.4bn |
| Q1 2023 | 40 holders, $25.3bn | 26 holders, $21.4bn |
| Q2 2023 | 44 holders, $25.4bn | 27 holders, $24.7bn |
| Q3 2023 | 38 holders, $27.3bn | 33 holders, $24.3bn |
| Q4 2023 | 32 holders, $25.2bn | 32 holders, $28.6bn |
| Q1 2024 | 33 holders, $26.8bn | 31 holders, $29.8bn |
| Q2 2024 | 25 holders, $25.0bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $29.0bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $23.9bn | 26 holders, $28.5bn |
| Q1 2025 | 43 holders, $21.5bn | 21 holders, $35.4bn |
| Q2 2025 | 41 holders, $18.6bn | 21 holders, $32.3bn |
| Q3 2025 | 38 holders, $15.9bn | 22 holders, $25.9bn |
| Q4 2025 | 39 holders, $20.4bn | 26 holders, $31.8bn |
| Q1 2026 | 36 holders, $19.5bn | 25 holders, $31.8bn |
| Q2 2026 | 37 holders, $20.8bn | 26 holders, $34.6bn |
Danaher Corp Del
- Holders
- 32
- Reported value
- $25.2bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 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 (19)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP
Only DHR (13)
Akre Capital Management LLC, Arrowstreet Capital LP, Coatue Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Harris Associates LP, Jane Street Group LLC, Moore Capital Management LP, Quantbot Technologies LP, Third Point LLC, ValueAct Holdings LP, Verition Fund Management LLC, Viking Global Investors LP
Only VRTX (13)
Acadian Asset Management LLC, ARK Investment Management LLC, Caxton Associates LLP, D. E. Shaw & Co., Farallon Capital Management LLC, Hudson Bay Capital Management LP, Millennium Management LLC, 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.