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SUPN · 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.
  • SUPN
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterSUPNVRTX
Q3 20203 holders, $49m31 holders, $21.9bn
Q4 20201 holders, $47m30 holders, $18.4bn
Q1 20211 holders, $46m31 holders, $15.4bn
Q2 20212 holders, $48m30 holders, $12.7bn
Q3 20213 holders, $40m35 holders, $10.1bn
Q4 20212 holders, $36m28 holders, $12.4bn
Q1 20224 holders, $62m23 holders, $16.1bn
Q2 20224 holders, $62m25 holders, $18.1bn
Q3 20225 holders, $75m22 holders, $18.4bn
Q4 20225 holders, $53m28 holders, $18.4bn
Q1 20233 holders, $55m26 holders, $21.4bn
Q2 20232 holders, $45m27 holders, $24.7bn
Q3 20231 holders, $40m33 holders, $24.3bn
Q4 20231 holders, $40m32 holders, $28.6bn
Q1 20243 holders, $91m31 holders, $29.8bn
Q2 20241 holders, $45m29 holders, $33.4bn
Q3 20243 holders, $61m27 holders, $33.5bn
Q4 20243 holders, $75m26 holders, $28.5bn
Q1 20253 holders, $54m21 holders, $35.4bn
Q2 20253 holders, $80m21 holders, $32.3bn
Q3 20256 holders, $244m22 holders, $25.9bn
Q4 20259 holders, $381m26 holders, $31.8bn
Q1 20268 holders, $399m25 holders, $31.8bn
Q2 20266 holders, $299m26 holders, $34.6bn
SUPN

Supernus Pharmaceuticals Inc

Holders
1
Reported value
$40m
Buyers
0
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 32 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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