Holders over time
- MDT
- VRTX
| Quarter | MDT | VRTX |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 31 holders, $21.9bn |
| Q4 2020 | 33 holders, $20.0bn | 30 holders, $18.4bn |
| Q1 2021 | 37 holders, $20.8bn | 31 holders, $15.4bn |
| Q2 2021 | 34 holders, $22.1bn | 30 holders, $12.7bn |
| Q3 2021 | 32 holders, $21.6bn | 35 holders, $10.1bn |
| Q4 2021 | 31 holders, $18.5bn | 28 holders, $12.4bn |
| Q1 2022 | 28 holders, $18.0bn | 23 holders, $16.1bn |
| Q2 2022 | 35 holders, $15.2bn | 25 holders, $18.1bn |
| Q3 2022 | 33 holders, $13.7bn | 22 holders, $18.4bn |
| Q4 2022 | 32 holders, $13.4bn | 28 holders, $18.4bn |
| Q1 2023 | 25 holders, $13.6bn | 26 holders, $21.4bn |
| Q2 2023 | 30 holders, $15.2bn | 27 holders, $24.7bn |
| Q3 2023 | 28 holders, $13.1bn | 33 holders, $24.3bn |
| Q4 2023 | 24 holders, $12.7bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $12.8bn | 31 holders, $29.8bn |
| Q2 2024 | 26 holders, $11.2bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $13.9bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $11.5bn | 26 holders, $28.5bn |
| Q1 2025 | 27 holders, $13.8bn | 21 holders, $35.4bn |
| Q2 2025 | 30 holders, $13.3bn | 21 holders, $32.3bn |
| Q3 2025 | 25 holders, $13.6bn | 22 holders, $25.9bn |
| Q4 2025 | 27 holders, $14.9bn | 26 holders, $31.8bn |
| Q1 2026 | 24 holders, $14.3bn | 25 holders, $31.8bn |
| Q2 2026 | 29 holders, $12.8bn | 26 holders, $34.6bn |
Medtronic PLC
- Holders
- 19
- Reported value
- $12.8bn
- Buyers
- 12
- Sellers
- 9
Breadth +3 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 (13)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only MDT (6)
Arrowstreet Capital LP, Baillie Gifford & Co, Dodge & Cox, First Eagle Investment Management LLC, Polen Capital Management LLC, Squarepoint Ops LLC
Only VRTX (18)
Acadian Asset Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, 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.