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NVST · 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.
  • NVST
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterNVSTVRTX
Q3 20209 holders, $873m31 holders, $21.9bn
Q4 202011 holders, $1.4bn30 holders, $18.4bn
Q1 202113 holders, $2.4bn31 holders, $15.4bn
Q2 202116 holders, $2.1bn30 holders, $12.7bn
Q3 20219 holders, $1.4bn35 holders, $10.1bn
Q4 20217 holders, $1.6bn28 holders, $12.4bn
Q1 202210 holders, $2.3bn23 holders, $16.1bn
Q2 20229 holders, $1.8bn25 holders, $18.1bn
Q3 202211 holders, $1.4bn22 holders, $18.4bn
Q4 20229 holders, $812m28 holders, $18.4bn
Q1 202311 holders, $1.2bn26 holders, $21.4bn
Q2 202311 holders, $868m27 holders, $24.7bn
Q3 20239 holders, $694m33 holders, $24.3bn
Q4 202312 holders, $714m32 holders, $28.6bn
Q1 20249 holders, $393m31 holders, $29.8bn
Q2 20244 holders, $248m29 holders, $33.4bn
Q3 20244 holders, $312m27 holders, $33.5bn
Q4 20244 holders, $301m26 holders, $28.5bn
Q1 20254 holders, $263m21 holders, $35.4bn
Q2 20256 holders, $432m21 holders, $32.3bn
Q3 20255 holders, $359m22 holders, $25.9bn
Q4 20255 holders, $339m26 holders, $31.8bn
Q1 20268 holders, $392m25 holders, $31.8bn
Q2 20269 holders, $577m26 holders, $34.6bn
NVST

Envista Holdings Corporation

Holders
12
Reported value
$714m
Buyers
7
Sellers
6

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 35 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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