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MMSI · 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.
  • MMSI
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterMMSIVRTX
Q3 20202 holders, $196m31 holders, $21.9bn
Q4 20202 holders, $222m30 holders, $18.4bn
Q1 20213 holders, $238m31 holders, $15.4bn
Q2 20214 holders, $255m30 holders, $12.7bn
Q3 20214 holders, $259m35 holders, $10.1bn
Q4 20214 holders, $98m28 holders, $12.4bn
Q1 20223 holders, $75m23 holders, $16.1bn
Q2 20224 holders, $48m25 holders, $18.1bn
Q3 20223 holders, $19m22 holders, $18.4bn
Q4 20223 holders, $19m28 holders, $18.4bn
Q1 20232 holders, $19m26 holders, $21.4bn
Q2 20232 holders, $6.8m27 holders, $24.7bn
Q3 20232 holders, $17m33 holders, $24.3bn
Q4 20233 holders, $26m32 holders, $28.6bn
Q1 20244 holders, $38m31 holders, $29.8bn
Q2 20246 holders, $138m29 holders, $33.4bn
Q3 20247 holders, $148m27 holders, $33.5bn
Q4 20245 holders, $75m26 holders, $28.5bn
Q1 20255 holders, $250m21 holders, $35.4bn
Q2 20255 holders, $271m21 holders, $32.3bn
Q3 20255 holders, $210m22 holders, $25.9bn
Q4 20257 holders, $171m26 holders, $31.8bn
Q1 20268 holders, $192m25 holders, $31.8bn
Q2 20266 holders, $169m26 holders, $34.6bn
MMSI

Merit Med Sys Inc

Holders
3
Reported value
$26m
Buyers
2
Sellers
1

Breadth +1 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 34 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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