Holders over time
- ALNY
- VRTX
| Quarter | ALNY | VRTX |
|---|---|---|
| Q3 2020 | 13 holders, $7.6bn | 31 holders, $21.9bn |
| Q4 2020 | 13 holders, $6.5bn | 30 holders, $18.4bn |
| Q1 2021 | 14 holders, $7.2bn | 31 holders, $15.4bn |
| Q2 2021 | 13 holders, $8.8bn | 30 holders, $12.7bn |
| Q3 2021 | 14 holders, $9.7bn | 35 holders, $10.1bn |
| Q4 2021 | 12 holders, $8.8bn | 28 holders, $12.4bn |
| Q1 2022 | 12 holders, $8.9bn | 23 holders, $16.1bn |
| Q2 2022 | 13 holders, $8.1bn | 25 holders, $18.1bn |
| Q3 2022 | 17 holders, $10.8bn | 22 holders, $18.4bn |
| Q4 2022 | 16 holders, $13.7bn | 28 holders, $18.4bn |
| Q1 2023 | 19 holders, $11.5bn | 26 holders, $21.4bn |
| Q2 2023 | 16 holders, $10.6bn | 27 holders, $24.7bn |
| Q3 2023 | 17 holders, $9.7bn | 33 holders, $24.3bn |
| Q4 2023 | 15 holders, $10.0bn | 32 holders, $28.6bn |
| Q1 2024 | 15 holders, $7.3bn | 31 holders, $29.8bn |
| Q2 2024 | 19 holders, $12.5bn | 29 holders, $33.4bn |
| Q3 2024 | 18 holders, $15.1bn | 27 holders, $33.5bn |
| Q4 2024 | 15 holders, $12.8bn | 26 holders, $28.5bn |
| Q1 2025 | 18 holders, $14.9bn | 21 holders, $35.4bn |
| Q2 2025 | 22 holders, $18.3bn | 21 holders, $32.3bn |
| Q3 2025 | 33 holders, $26.6bn | 22 holders, $25.9bn |
| Q4 2025 | 24 holders, $23.4bn | 26 holders, $31.8bn |
| Q1 2026 | 22 holders, $17.9bn | 25 holders, $31.8bn |
| Q2 2026 | 21 holders, $15.9bn | 26 holders, $34.6bn |
Alnylam Pharmaceuticals Inc
- Holders
- 15
- Reported value
- $7.3bn
- Buyers
- 10
- Sellers
- 6
Breadth +4 among 93 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 31
- Reported value
- $29.8bn
- Buyers
- 16
- Sellers
- 19
Breadth -3 among 93 comparable managers.
Who holds both, Q1 2024
Both (9)
Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Man Group PLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP
Only ALNY (6)
Baillie Gifford & Co, Dodge & Cox, Farallon Capital Management LLC, Hudson Bay Capital Management LP, Point72 Asset Management LP, Squarepoint Ops LLC
Only VRTX (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
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.