Holders over time
- SYK
- VRTX
| Quarter | SYK | VRTX |
|---|---|---|
| Q3 2020 | 19 holders, $10.7bn | 31 holders, $21.9bn |
| Q4 2020 | 15 holders, $13.5bn | 30 holders, $18.4bn |
| Q1 2021 | 21 holders, $14.0bn | 31 holders, $15.4bn |
| Q2 2021 | 20 holders, $15.4bn | 30 holders, $12.7bn |
| Q3 2021 | 20 holders, $15.9bn | 35 holders, $10.1bn |
| Q4 2021 | 22 holders, $15.9bn | 28 holders, $12.4bn |
| Q1 2022 | 21 holders, $16.1bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $11.4bn | 25 holders, $18.1bn |
| Q3 2022 | 14 holders, $12.1bn | 22 holders, $18.4bn |
| Q4 2022 | 15 holders, $14.5bn | 28 holders, $18.4bn |
| Q1 2023 | 17 holders, $17.5bn | 26 holders, $21.4bn |
| Q2 2023 | 23 holders, $16.9bn | 27 holders, $24.7bn |
| Q3 2023 | 21 holders, $14.0bn | 33 holders, $24.3bn |
| Q4 2023 | 22 holders, $14.9bn | 32 holders, $28.6bn |
| Q1 2024 | 24 holders, $16.9bn | 31 holders, $29.8bn |
| Q2 2024 | 23 holders, $15.3bn | 29 holders, $33.4bn |
| Q3 2024 | 20 holders, $15.5bn | 27 holders, $33.5bn |
| Q4 2024 | 21 holders, $14.8bn | 26 holders, $28.5bn |
| Q1 2025 | 18 holders, $14.8bn | 21 holders, $35.4bn |
| Q2 2025 | 21 holders, $16.8bn | 21 holders, $32.3bn |
| Q3 2025 | 23 holders, $15.1bn | 22 holders, $25.9bn |
| Q4 2025 | 25 holders, $14.0bn | 26 holders, $31.8bn |
| Q1 2026 | 29 holders, $14.0bn | 25 holders, $31.8bn |
| Q2 2026 | 18 holders, $11.4bn | 26 holders, $34.6bn |
Stryker Corporation
- Holders
- 22
- Reported value
- $14.9bn
- Buyers
- 8
- Sellers
- 15
Breadth -7 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 (18)
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, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Wellington Management Group LLP, Woodline Partners LP
Only SYK (4)
Arrowstreet Capital LP, Squarepoint Ops LLC, Viking Global Investors LP, Walleye Capital LLC
Only VRTX (14)
ARK Investment Management LLC, Capital World Investors, Farallon Capital Management LLC, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC, 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.