Holders over time
- MDGL
- VRTX
| Quarter | MDGL | VRTX |
|---|---|---|
| Q3 2020 | 3 holders, $311m | 31 holders, $21.9bn |
| Q4 2020 | 2 holders, $234m | 30 holders, $18.4bn |
| Q1 2021 | 4 holders, $281m | 31 holders, $15.4bn |
| Q2 2021 | 2 holders, $67m | 30 holders, $12.7bn |
| Q3 2021 | 1 holders, $18m | 35 holders, $10.1bn |
| Q4 2021 | 1 holders, $19m | 28 holders, $12.4bn |
| Q1 2022 | 1 holders, $22m | 23 holders, $16.1bn |
| Q2 2022 | 2 holders, $21m | 25 holders, $18.1bn |
| Q3 2022 | 2 holders, $14m | 22 holders, $18.4bn |
| Q4 2022 | 4 holders, $204m | 28 holders, $18.4bn |
| Q1 2023 | 9 holders, $384m | 26 holders, $21.4bn |
| Q2 2023 | 5 holders, $589m | 27 holders, $24.7bn |
| Q3 2023 | 6 holders, $579m | 33 holders, $24.3bn |
| Q4 2023 | 5 holders, $820m | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $1.1bn | 31 holders, $29.8bn |
| Q2 2024 | 7 holders, $1.1bn | 29 holders, $33.4bn |
| Q3 2024 | 6 holders, $788m | 27 holders, $33.5bn |
| Q4 2024 | 6 holders, $1.1bn | 26 holders, $28.5bn |
| Q1 2025 | 7 holders, $1.2bn | 21 holders, $35.4bn |
| Q2 2025 | 6 holders, $961m | 21 holders, $32.3bn |
| Q3 2025 | 9 holders, $1.3bn | 22 holders, $25.9bn |
| Q4 2025 | 12 holders, $1.8bn | 26 holders, $31.8bn |
| Q1 2026 | 10 holders, $2.2bn | 25 holders, $31.8bn |
| Q2 2026 | 11 holders, $2.3bn | 26 holders, $34.6bn |
Madrigal Pharmaceuticals Inc
- Holders
- 5
- Reported value
- $820m
- Buyers
- 2
- Sellers
- 2
Breadth 0 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 (5)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Farallon Capital Management LLC, Janus Henderson Group Ltd
Only MDGL (0)
None.
Only VRTX (27)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, and 2 more
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.