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TMO · 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.
  • TMO
  • VRTX
0204060202120222023202420252026
Holders and value by quarter
QuarterTMOVRTX
Q3 202029 holders, $38.9bn31 holders, $21.9bn
Q4 202033 holders, $39.2bn30 holders, $18.4bn
Q1 202135 holders, $36.5bn31 holders, $15.4bn
Q2 202133 holders, $38.3bn30 holders, $12.7bn
Q3 202132 holders, $42.6bn35 holders, $10.1bn
Q4 202138 holders, $50.1bn28 holders, $12.4bn
Q1 202232 holders, $43.2bn23 holders, $16.1bn
Q2 202233 holders, $38.9bn25 holders, $18.1bn
Q3 202226 holders, $34.3bn22 holders, $18.4bn
Q4 202229 holders, $37.0bn28 holders, $18.4bn
Q1 202335 holders, $37.1bn26 holders, $21.4bn
Q2 202339 holders, $33.5bn27 holders, $24.7bn
Q3 202339 holders, $32.6bn33 holders, $24.3bn
Q4 202341 holders, $32.7bn32 holders, $28.6bn
Q1 202430 holders, $34.1bn31 holders, $29.8bn
Q2 202438 holders, $30.6bn29 holders, $33.4bn
Q3 202430 holders, $33.8bn27 holders, $33.5bn
Q4 202436 holders, $27.6bn26 holders, $28.5bn
Q1 202531 holders, $24.2bn21 holders, $35.4bn
Q2 202539 holders, $18.8bn21 holders, $32.3bn
Q3 202532 holders, $21.9bn22 holders, $25.9bn
Q4 202532 holders, $29.9bn26 holders, $31.8bn
Q1 202634 holders, $24.4bn25 holders, $31.8bn
Q2 202636 holders, $26.4bn26 holders, $34.6bn
TMO

Thermo Fisher Scientific Inc

Holders
41
Reported value
$32.7bn
Buyers
19
Sellers
23

Breadth -4 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 52 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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