Holders over time
- MRK
- VRTX
| Quarter | MRK | VRTX |
|---|---|---|
| Q3 2020 | 35 holders, $20.2bn | 31 holders, $21.9bn |
| Q4 2020 | 34 holders, $19.1bn | 30 holders, $18.4bn |
| Q1 2021 | 33 holders, $16.6bn | 31 holders, $15.4bn |
| Q2 2021 | 31 holders, $15.1bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $15.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $15.0bn | 28 holders, $12.4bn |
| Q1 2022 | 34 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 34 holders, $19.0bn | 25 holders, $18.1bn |
| Q3 2022 | 35 holders, $17.2bn | 22 holders, $18.4bn |
| Q4 2022 | 35 holders, $25.2bn | 28 holders, $18.4bn |
| Q1 2023 | 33 holders, $26.6bn | 26 holders, $21.4bn |
| Q2 2023 | 34 holders, $30.1bn | 27 holders, $24.7bn |
| Q3 2023 | 39 holders, $26.7bn | 33 holders, $24.3bn |
| Q4 2023 | 41 holders, $29.3bn | 32 holders, $28.6bn |
| Q1 2024 | 37 holders, $37.1bn | 31 holders, $29.8bn |
| Q2 2024 | 38 holders, $33.0bn | 29 holders, $33.4bn |
| Q3 2024 | 38 holders, $29.1bn | 27 holders, $33.5bn |
| Q4 2024 | 35 holders, $23.7bn | 26 holders, $28.5bn |
| Q1 2025 | 36 holders, $20.8bn | 21 holders, $35.4bn |
| Q2 2025 | 31 holders, $18.5bn | 21 holders, $32.3bn |
| Q3 2025 | 36 holders, $19.0bn | 22 holders, $25.9bn |
| Q4 2025 | 32 holders, $26.8bn | 26 holders, $31.8bn |
| Q1 2026 | 30 holders, $28.9bn | 25 holders, $31.8bn |
| Q2 2026 | 25 holders, $29.2bn | 26 holders, $34.6bn |
Merck & Co Inc
- Holders
- 41
- Reported value
- $29.3bn
- Buyers
- 22
- Sellers
- 20
Breadth +2 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 (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, 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, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only MRK (15)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Soros Fund Management LLC, Squarepoint Ops LLC, Verition Fund Management LLC, 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.