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CMPS · 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.
  • CMPS
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterCMPSVRTX
Q3 20203 holders, $17m31 holders, $21.9bn
Q4 20201 holders, $2.4m30 holders, $18.4bn
Q1 20212 holders, $11m31 holders, $15.4bn
Q2 20213 holders, $42m30 holders, $12.7bn
Q3 20211 holders, $3.0m35 holders, $10.1bn
Q4 2021none listed holders, n.a.28 holders, $12.4bn
Q1 2022none listed holders, n.a.23 holders, $16.1bn
Q2 2022none listed holders, n.a.25 holders, $18.1bn
Q3 20221 holders, $4.2m22 holders, $18.4bn
Q4 20221 holders, $9.9m28 holders, $18.4bn
Q1 20231 holders, $25m26 holders, $21.4bn
Q2 20231 holders, $20m27 holders, $24.7bn
Q3 20231 holders, $18m33 holders, $24.3bn
Q4 20231 holders, $23m32 holders, $28.6bn
Q1 20241 holders, $18m31 holders, $29.8bn
Q2 20241 holders, $13m29 holders, $33.4bn
Q3 20242 holders, $16m27 holders, $33.5bn
Q4 20241 holders, $6.6m26 holders, $28.5bn
Q1 20251 holders, $5.2m21 holders, $35.4bn
Q2 20251 holders, $4.6m21 holders, $32.3bn
Q3 20251 holders, $12m22 holders, $25.9bn
Q4 20251 holders, $15m26 holders, $31.8bn
Q1 20262 holders, $19m25 holders, $31.8bn
Q2 20265 holders, $191m26 holders, $34.6bn
CMPS

Compass Pathways Plc

Holders
1
Reported value
$18m
Buyers
0
Sellers
1

Breadth -1 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 31 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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