Holders over time
- BMY
- VRTX
| Quarter | BMY | VRTX |
|---|---|---|
| Q3 2020 | 31 holders, $18.8bn | 31 holders, $21.9bn |
| Q4 2020 | 28 holders, $16.4bn | 30 holders, $18.4bn |
| Q1 2021 | 31 holders, $15.2bn | 31 holders, $15.4bn |
| Q2 2021 | 27 holders, $16.3bn | 30 holders, $12.7bn |
| Q3 2021 | 30 holders, $14.2bn | 35 holders, $10.1bn |
| Q4 2021 | 28 holders, $12.9bn | 28 holders, $12.4bn |
| Q1 2022 | 28 holders, $15.2bn | 23 holders, $16.1bn |
| Q2 2022 | 31 holders, $14.8bn | 25 holders, $18.1bn |
| Q3 2022 | 27 holders, $12.2bn | 22 holders, $18.4bn |
| Q4 2022 | 33 holders, $10.0bn | 28 holders, $18.4bn |
| Q1 2023 | 29 holders, $8.4bn | 26 holders, $21.4bn |
| Q2 2023 | 29 holders, $7.9bn | 27 holders, $24.7bn |
| Q3 2023 | 32 holders, $7.5bn | 33 holders, $24.3bn |
| Q4 2023 | 30 holders, $7.2bn | 32 holders, $28.6bn |
| Q1 2024 | 20 holders, $6.6bn | 31 holders, $29.8bn |
| Q2 2024 | 26 holders, $6.4bn | 29 holders, $33.4bn |
| Q3 2024 | 31 holders, $7.9bn | 27 holders, $33.5bn |
| Q4 2024 | 27 holders, $6.6bn | 26 holders, $28.5bn |
| Q1 2025 | 20 holders, $6.6bn | 21 holders, $35.4bn |
| Q2 2025 | 22 holders, $5.6bn | 21 holders, $32.3bn |
| Q3 2025 | 28 holders, $5.4bn | 22 holders, $25.9bn |
| Q4 2025 | 25 holders, $7.7bn | 26 holders, $31.8bn |
| Q1 2026 | 27 holders, $8.3bn | 25 holders, $31.8bn |
| Q2 2026 | 22 holders, $8.2bn | 26 holders, $34.6bn |
Bristol-myers Squibb Co
- Holders
- 20
- Reported value
- $6.6bn
- Buyers
- 12
- Sellers
- 10
Breadth +2 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 (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only BMY (6)
Arrowstreet Capital LP, Dodge & Cox, GAMCO Investors Inc, Jane Street Group LLC, Squarepoint Ops LLC, Woodline Partners LP
Only VRTX (17)
ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Tudor Investment Corp, Verition Fund 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.