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IDXX · 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.
  • IDXX
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterIDXXVRTX
Q3 202018 holders, $2.9bn31 holders, $21.9bn
Q4 202015 holders, $3.5bn30 holders, $18.4bn
Q1 202122 holders, $3.5bn31 holders, $15.4bn
Q2 202118 holders, $4.5bn30 holders, $12.7bn
Q3 202120 holders, $4.6bn35 holders, $10.1bn
Q4 202117 holders, $4.9bn28 holders, $12.4bn
Q1 202218 holders, $4.7bn23 holders, $16.1bn
Q2 202220 holders, $3.5bn25 holders, $18.1bn
Q3 202217 holders, $2.7bn22 holders, $18.4bn
Q4 202213 holders, $3.5bn28 holders, $18.4bn
Q1 202318 holders, $4.2bn26 holders, $21.4bn
Q2 202316 holders, $3.7bn27 holders, $24.7bn
Q3 202315 holders, $3.2bn33 holders, $24.3bn
Q4 202316 holders, $4.1bn32 holders, $28.6bn
Q1 202417 holders, $3.7bn31 holders, $29.8bn
Q2 202413 holders, $3.7bn29 holders, $33.4bn
Q3 202417 holders, $3.8bn27 holders, $33.5bn
Q4 202422 holders, $2.6bn26 holders, $28.5bn
Q1 202517 holders, $2.4bn21 holders, $35.4bn
Q2 202511 holders, $2.5bn21 holders, $32.3bn
Q3 202510 holders, $2.8bn22 holders, $25.9bn
Q4 202514 holders, $5.1bn26 holders, $31.8bn
Q1 202616 holders, $4.7bn25 holders, $31.8bn
Q2 202622 holders, $4.9bn26 holders, $34.6bn
IDXX

Idexx Labs Inc

Holders
17
Reported value
$3.7bn
Buyers
12
Sellers
7

Breadth +5 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 35 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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