Holders over time
- NBIX
- ARGX
| Quarter | NBIX | ARGX |
|---|---|---|
| Q3 2020 | 15 holders, $2.6bn | 8 holders, $3.6bn |
| Q4 2020 | 12 holders, $2.6bn | 7 holders, $4.1bn |
| Q1 2021 | 6 holders, $2.3bn | 8 holders, $4.1bn |
| Q2 2021 | 9 holders, $1.5bn | 9 holders, $4.6bn |
| Q3 2021 | 8 holders, $1.5bn | 8 holders, $4.5bn |
| Q4 2021 | 14 holders, $1.3bn | 9 holders, $5.3bn |
| Q1 2022 | 15 holders, $1.4bn | 8 holders, $5.3bn |
| Q2 2022 | 11 holders, $1.3bn | 13 holders, $6.5bn |
| Q3 2022 | 14 holders, $1.0bn | 14 holders, $5.3bn |
| Q4 2022 | 15 holders, $1.2bn | 13 holders, $5.5bn |
| Q1 2023 | 17 holders, $860m | 13 holders, $5.9bn |
| Q2 2023 | 16 holders, $1.1bn | 18 holders, $6.6bn |
| Q3 2023 | 24 holders, $1.4bn | 21 holders, $8.7bn |
| Q4 2023 | 21 holders, $1.6bn | 17 holders, $6.3bn |
| Q1 2024 | 19 holders, $1.5bn | 13 holders, $6.8bn |
| Q2 2024 | 17 holders, $1.4bn | 14 holders, $7.9bn |
| Q3 2024 | 11 holders, $1.2bn | 13 holders, $10.7bn |
| Q4 2024 | 14 holders, $2.0bn | 14 holders, $12.3bn |
| Q1 2025 | 14 holders, $1.6bn | 17 holders, $11.8bn |
| Q2 2025 | 16 holders, $2.5bn | 18 holders, $10.8bn |
| Q3 2025 | 15 holders, $2.6bn | 16 holders, $13.8bn |
| Q4 2025 | 21 holders, $2.8bn | 16 holders, $14.8bn |
| Q1 2026 | 17 holders, $2.9bn | 11 holders, $12.3bn |
| Q2 2026 | 10 holders, $2.7bn | 14 holders, $15.0bn |
Neurocrine Biosciences Inc
- Holders
- 21
- Reported value
- $1.6bn
- Buyers
- 10
- Sellers
- 12
Breadth -2 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)
Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Woodline Partners LP
Only NBIX (14)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Man Group PLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd
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.