Holders over time
- DHR
- VRTX
| Quarter | DHR | VRTX |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 31 holders, $21.9bn |
| Q4 2020 | 36 holders, $29.1bn | 30 holders, $18.4bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $15.4bn |
| Q2 2021 | 30 holders, $33.9bn | 30 holders, $12.7bn |
| Q3 2021 | 35 holders, $37.5bn | 35 holders, $10.1bn |
| Q4 2021 | 40 holders, $39.7bn | 28 holders, $12.4bn |
| Q1 2022 | 30 holders, $33.5bn | 23 holders, $16.1bn |
| Q2 2022 | 30 holders, $28.1bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $27.1bn | 22 holders, $18.4bn |
| Q4 2022 | 31 holders, $27.1bn | 28 holders, $18.4bn |
| Q1 2023 | 40 holders, $25.3bn | 26 holders, $21.4bn |
| Q2 2023 | 44 holders, $25.4bn | 27 holders, $24.7bn |
| Q3 2023 | 38 holders, $27.3bn | 33 holders, $24.3bn |
| Q4 2023 | 32 holders, $25.2bn | 32 holders, $28.6bn |
| Q1 2024 | 33 holders, $26.8bn | 31 holders, $29.8bn |
| Q2 2024 | 25 holders, $25.0bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $29.0bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $23.9bn | 26 holders, $28.5bn |
| Q1 2025 | 43 holders, $21.5bn | 21 holders, $35.4bn |
| Q2 2025 | 41 holders, $18.6bn | 21 holders, $32.3bn |
| Q3 2025 | 38 holders, $15.9bn | 22 holders, $25.9bn |
| Q4 2025 | 39 holders, $20.4bn | 26 holders, $31.8bn |
| Q1 2026 | 36 holders, $19.5bn | 25 holders, $31.8bn |
| Q2 2026 | 37 holders, $20.8bn | 26 holders, $34.6bn |
Danaher Corp Del
- Holders
- 33
- Reported value
- $26.8bn
- Buyers
- 15
- Sellers
- 16
Breadth -1 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 (19)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Wellington Management Group LLP
Only DHR (14)
Akre Capital Management LLC, Arrowstreet Capital LP, Coatue Management LLC, Dodge & Cox, Harris Associates LP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Soros Fund Management LLC, Third Point LLC, Viking Global Investors LP, Winton Group Ltd, Woodline Partners LP
Only VRTX (12)
Acadian Asset Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers 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.