Holders over time
- BMRN
- VRTX
| Quarter | BMRN | VRTX |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 31 holders, $21.9bn |
| Q4 2020 | 12 holders, $3.7bn | 30 holders, $18.4bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $15.4bn |
| Q2 2021 | 11 holders, $3.4bn | 30 holders, $12.7bn |
| Q3 2021 | 14 holders, $3.0bn | 35 holders, $10.1bn |
| Q4 2021 | 14 holders, $3.4bn | 28 holders, $12.4bn |
| Q1 2022 | 19 holders, $3.0bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $2.9bn | 25 holders, $18.1bn |
| Q3 2022 | 25 holders, $3.1bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $4.0bn | 28 holders, $18.4bn |
| Q1 2023 | 20 holders, $3.3bn | 26 holders, $21.4bn |
| Q2 2023 | 18 holders, $2.9bn | 27 holders, $24.7bn |
| Q3 2023 | 18 holders, $2.9bn | 33 holders, $24.3bn |
| Q4 2023 | 22 holders, $4.1bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $3.6bn | 31 holders, $29.8bn |
| Q2 2024 | 16 holders, $3.3bn | 29 holders, $33.4bn |
| Q3 2024 | 16 holders, $3.0bn | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $3.0bn | 26 holders, $28.5bn |
| Q1 2025 | 16 holders, $3.3bn | 21 holders, $35.4bn |
| Q2 2025 | 16 holders, $2.5bn | 21 holders, $32.3bn |
| Q3 2025 | 16 holders, $2.3bn | 22 holders, $25.9bn |
| Q4 2025 | 21 holders, $2.4bn | 26 holders, $31.8bn |
| Q1 2026 | 15 holders, $2.6bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $2.2bn | 26 holders, $34.6bn |
Biomarin Pharmaceutical Inc
- Holders
- 19
- Reported value
- $3.6bn
- Buyers
- 16
- Sellers
- 4
Breadth +12 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)
Brevan Howard Capital Management LP, Capital Research Global Investors, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP
Only BMRN (10)
Citadel Advisors LLC, Dodge & Cox, Elliott Investment Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Squarepoint Ops LLC, Viking Global Investors LP
Only VRTX (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, PDT Partners LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
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.