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BRKR · 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.
  • BRKR
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterBRKRVRTX
Q3 202010 holders, $2.2bn31 holders, $21.9bn
Q4 202010 holders, $3.0bn30 holders, $18.4bn
Q1 20218 holders, $3.6bn31 holders, $15.4bn
Q2 202114 holders, $4.3bn30 holders, $12.7bn
Q3 202118 holders, $4.2bn35 holders, $10.1bn
Q4 202115 holders, $4.1bn28 holders, $12.4bn
Q1 202213 holders, $3.0bn23 holders, $16.1bn
Q2 202214 holders, $2.9bn25 holders, $18.1bn
Q3 202214 holders, $1.7bn22 holders, $18.4bn
Q4 202210 holders, $2.0bn28 holders, $18.4bn
Q1 202312 holders, $2.1bn26 holders, $21.4bn
Q2 202312 holders, $2.0bn27 holders, $24.7bn
Q3 202311 holders, $1.4bn33 holders, $24.3bn
Q4 202313 holders, $1.7bn32 holders, $28.6bn
Q1 202410 holders, $2.1bn31 holders, $29.8bn
Q2 202410 holders, $1.7bn29 holders, $33.4bn
Q3 202410 holders, $1.8bn27 holders, $33.5bn
Q4 202412 holders, $1.4bn26 holders, $28.5bn
Q1 20259 holders, $817m21 holders, $35.4bn
Q2 20255 holders, $189m21 holders, $32.3bn
Q3 20257 holders, $123m22 holders, $25.9bn
Q4 20259 holders, $1.1bn26 holders, $31.8bn
Q1 20266 holders, $738m25 holders, $31.8bn
Q2 20269 holders, $1.8bn26 holders, $34.6bn
BRKR

Bruker Corp

Holders
10
Reported value
$2.1bn
Buyers
7
Sellers
4

Breadth +3 among 93 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
31
Reported value
$29.8bn
Buyers
16
Sellers
19

Breadth -3 among 93 comparable managers.

Who holds both, Q1 2024

Among the 32 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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