Holders over time
- GILD
- ARGX
| Quarter | GILD | ARGX |
|---|---|---|
| Q3 2020 | 25 holders, $14.2bn | 8 holders, $3.6bn |
| Q4 2020 | 27 holders, $13.4bn | 7 holders, $4.1bn |
| Q1 2021 | 24 holders, $14.5bn | 8 holders, $4.1bn |
| Q2 2021 | 18 holders, $14.9bn | 9 holders, $4.6bn |
| Q3 2021 | 20 holders, $16.4bn | 8 holders, $4.5bn |
| Q4 2021 | 20 holders, $16.8bn | 9 holders, $5.3bn |
| Q1 2022 | 28 holders, $13.2bn | 8 holders, $5.3bn |
| Q2 2022 | 26 holders, $13.6bn | 13 holders, $6.5bn |
| Q3 2022 | 24 holders, $13.3bn | 14 holders, $5.3bn |
| Q4 2022 | 32 holders, $21.1bn | 13 holders, $5.5bn |
| Q1 2023 | 27 holders, $21.8bn | 13 holders, $5.9bn |
| Q2 2023 | 24 holders, $20.7bn | 18 holders, $6.6bn |
| Q3 2023 | 24 holders, $20.0bn | 21 holders, $8.7bn |
| Q4 2023 | 22 holders, $21.5bn | 17 holders, $6.3bn |
| Q1 2024 | 30 holders, $20.3bn | 13 holders, $6.8bn |
| Q2 2024 | 28 holders, $18.5bn | 14 holders, $7.9bn |
| Q3 2024 | 29 holders, $24.2bn | 13 holders, $10.7bn |
| Q4 2024 | 28 holders, $25.9bn | 14 holders, $12.3bn |
| Q1 2025 | 33 holders, $32.0bn | 17 holders, $11.8bn |
| Q2 2025 | 27 holders, $30.9bn | 18 holders, $10.8bn |
| Q3 2025 | 23 holders, $29.4bn | 16 holders, $13.8bn |
| Q4 2025 | 25 holders, $34.3bn | 16 holders, $14.8bn |
| Q1 2026 | 25 holders, $38.5bn | 11 holders, $12.3bn |
| Q2 2026 | 26 holders, $34.2bn | 14 holders, $15.0bn |
Gilead Sciences Inc
- Holders
- 22
- Reported value
- $21.5bn
- Buyers
- 10
- Sellers
- 11
Breadth -1 among 93 comparable managers.
Argenx Se
- Holders
- 17
- Reported value
- $6.3bn
- Buyers
- 12
- Sellers
- 6
Breadth +6 among 93 comparable managers.
Who holds both, Q4 2023
Both (7)
Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Woodline Partners LP
Only GILD (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Wellington Management Group LLP
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.