Holders over time
- ISRG
- VRTX
| Quarter | ISRG | VRTX |
|---|---|---|
| Q3 2020 | 20 holders, $19.6bn | 31 holders, $21.9bn |
| Q4 2020 | 19 holders, $21.4bn | 30 holders, $18.4bn |
| Q1 2021 | 26 holders, $18.3bn | 31 holders, $15.4bn |
| Q2 2021 | 33 holders, $23.2bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $23.9bn | 35 holders, $10.1bn |
| Q4 2021 | 34 holders, $26.0bn | 28 holders, $12.4bn |
| Q1 2022 | 27 holders, $21.0bn | 23 holders, $16.1bn |
| Q2 2022 | 35 holders, $13.0bn | 25 holders, $18.1bn |
| Q3 2022 | 32 holders, $11.1bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $15.6bn | 28 holders, $18.4bn |
| Q1 2023 | 32 holders, $14.4bn | 26 holders, $21.4bn |
| Q2 2023 | 33 holders, $20.2bn | 27 holders, $24.7bn |
| Q3 2023 | 40 holders, $17.0bn | 33 holders, $24.3bn |
| Q4 2023 | 38 holders, $20.0bn | 32 holders, $28.6bn |
| Q1 2024 | 32 holders, $23.6bn | 31 holders, $29.8bn |
| Q2 2024 | 29 holders, $27.0bn | 29 holders, $33.4bn |
| Q3 2024 | 31 holders, $28.4bn | 27 holders, $33.5bn |
| Q4 2024 | 34 holders, $30.3bn | 26 holders, $28.5bn |
| Q1 2025 | 42 holders, $28.7bn | 21 holders, $35.4bn |
| Q2 2025 | 39 holders, $30.6bn | 21 holders, $32.3bn |
| Q3 2025 | 41 holders, $23.6bn | 22 holders, $25.9bn |
| Q4 2025 | 41 holders, $35.8bn | 26 holders, $31.8bn |
| Q1 2026 | 40 holders, $29.0bn | 25 holders, $31.8bn |
| Q2 2026 | 35 holders, $24.5bn | 26 holders, $34.6bn |
Intuitive Surgical Inc
- Holders
- 38
- Reported value
- $20.0bn
- Buyers
- 23
- Sellers
- 19
Breadth +4 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 (24)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only ISRG (14)
Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Coatue Management LLC, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Point72 Asset Management LP, Soros Fund Management LLC, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC
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.