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UTHR · 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.
  • UTHR
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterUTHRVRTX
Q3 202010 holders, $797m31 holders, $21.9bn
Q4 202011 holders, $1.2bn30 holders, $18.4bn
Q1 202110 holders, $1.4bn31 holders, $15.4bn
Q2 202111 holders, $1.5bn30 holders, $12.7bn
Q3 202116 holders, $1.5bn35 holders, $10.1bn
Q4 202114 holders, $1.9bn28 holders, $12.4bn
Q1 202214 holders, $1.7bn23 holders, $16.1bn
Q2 202218 holders, $2.3bn25 holders, $18.1bn
Q3 202217 holders, $2.2bn22 holders, $18.4bn
Q4 202218 holders, $2.9bn28 holders, $18.4bn
Q1 202316 holders, $2.5bn26 holders, $21.4bn
Q2 202312 holders, $2.5bn27 holders, $24.7bn
Q3 202313 holders, $2.4bn33 holders, $24.3bn
Q4 202314 holders, $2.3bn32 holders, $28.6bn
Q1 202419 holders, $2.2bn31 holders, $29.8bn
Q2 202414 holders, $2.5bn29 holders, $33.4bn
Q3 202410 holders, $2.9bn27 holders, $33.5bn
Q4 202414 holders, $3.3bn26 holders, $28.5bn
Q1 202514 holders, $2.1bn21 holders, $35.4bn
Q2 202514 holders, $1.9bn21 holders, $32.3bn
Q3 202516 holders, $2.6bn22 holders, $25.9bn
Q4 202514 holders, $3.8bn26 holders, $31.8bn
Q1 202618 holders, $5.1bn25 holders, $31.8bn
Q2 202614 holders, $3.5bn26 holders, $34.6bn
UTHR

United Therapeutics Corp Del

Holders
14
Reported value
$2.3bn
Buyers
8
Sellers
6

Breadth +2 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 34 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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