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VRTX · LLY 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.
  • VRTX
  • LLY
0204060202120222023202420252026
Holders and value by quarter
QuarterVRTXLLY
Q3 202031 holders, $21.9bn33 holders, $14.1bn
Q4 202030 holders, $18.4bn29 holders, $17.3bn
Q1 202131 holders, $15.4bn24 holders, $23.0bn
Q2 202130 holders, $12.7bn24 holders, $27.8bn
Q3 202135 holders, $10.1bn31 holders, $29.9bn
Q4 202128 holders, $12.4bn31 holders, $34.7bn
Q1 202223 holders, $16.1bn24 holders, $35.3bn
Q2 202225 holders, $18.1bn33 holders, $42.7bn
Q3 202222 holders, $18.4bn31 holders, $43.4bn
Q4 202228 holders, $18.4bn31 holders, $46.6bn
Q1 202326 holders, $21.4bn33 holders, $44.3bn
Q2 202327 holders, $24.7bn37 holders, $59.6bn
Q3 202333 holders, $24.3bn44 holders, $67.6bn
Q4 202332 holders, $28.6bn45 holders, $73.6bn
Q1 202431 holders, $29.8bn41 holders, $95.3bn
Q2 202429 holders, $33.4bn43 holders, $110bn
Q3 202427 holders, $33.5bn45 holders, $107bn
Q4 202426 holders, $28.5bn46 holders, $93.9bn
Q1 202521 holders, $35.4bn42 holders, $98.4bn
Q2 202521 holders, $32.3bn43 holders, $93.2bn
Q3 202522 holders, $25.9bn39 holders, $86.7bn
Q4 202526 holders, $31.8bn41 holders, $123bn
Q1 202625 holders, $31.8bn39 holders, $106bn
Q2 202626 holders, $34.6bn44 holders, $132bn
VRTX

Vertex Pharmaceuticals Inc

Holders
32
Reported value
$28.6bn
Buyers
16
Sellers
16

Breadth 0 among 93 comparable managers.

LLY

Eli Lilly & Co

Holders
45
Reported value
$73.6bn
Buyers
27
Sellers
21

Breadth +6 among 93 comparable managers.

Who holds both, Q4 2023

Among the 51 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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