Holders over time
- KRYS
- ARGX
| Quarter | KRYS | ARGX |
|---|---|---|
| Q3 2020 | 4 holders, $52m | 8 holders, $3.6bn |
| Q4 2020 | 3 holders, $66m | 7 holders, $4.1bn |
| Q1 2021 | 3 holders, $67m | 8 holders, $4.1bn |
| Q2 2021 | 2 holders, $28m | 9 holders, $4.6bn |
| Q3 2021 | 2 holders, $31m | 8 holders, $4.5bn |
| Q4 2021 | 2 holders, $135m | 9 holders, $5.3bn |
| Q1 2022 | 1 holders, $114m | 8 holders, $5.3bn |
| Q2 2022 | 2 holders, $107m | 13 holders, $6.5bn |
| Q3 2022 | 3 holders, $97m | 14 holders, $5.3bn |
| Q4 2022 | 3 holders, $59m | 13 holders, $5.5bn |
| Q1 2023 | 3 holders, $59m | 13 holders, $5.9bn |
| Q2 2023 | 3 holders, $82m | 18 holders, $6.6bn |
| Q3 2023 | 5 holders, $143m | 21 holders, $8.7bn |
| Q4 2023 | 5 holders, $109m | 17 holders, $6.3bn |
| Q1 2024 | 8 holders, $853m | 13 holders, $6.8bn |
| Q2 2024 | 6 holders, $1.0bn | 14 holders, $7.9bn |
| Q3 2024 | 5 holders, $976m | 13 holders, $10.7bn |
| Q4 2024 | 5 holders, $850m | 14 holders, $12.3bn |
| Q1 2025 | 5 holders, $993m | 17 holders, $11.8bn |
| Q2 2025 | 4 holders, $746m | 18 holders, $10.8bn |
| Q3 2025 | 5 holders, $938m | 16 holders, $13.8bn |
| Q4 2025 | 7 holders, $1.4bn | 16 holders, $14.8bn |
| Q1 2026 | 6 holders, $1.5bn | 11 holders, $12.3bn |
| Q2 2026 | 6 holders, $2.4bn | 14 holders, $15.0bn |
Krystal Biotech Inc
- Holders
- 8
- Reported value
- $853m
- Buyers
- 5
- Sellers
- 2
Breadth +3 among 93 comparable managers.
Argenx Se
- Holders
- 13
- Reported value
- $6.8bn
- Buyers
- 6
- Sellers
- 8
Breadth -2 among 93 comparable managers.
Who holds both, Q1 2024
Only KRYS (6)
Brevan Howard Capital Management LP, Caxton Associates LLP, Farallon Capital Management LLC, Man Group PLC, Verition Fund Management LLC, Woodline Partners LP
Only ARGX (11)
Artisan Partners LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, T. Rowe Price Associates Inc
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.