Holders over time
- MMM
- VRTX
| Quarter | MMM | VRTX |
|---|---|---|
| Q3 2020 | 22 holders, $4.1bn | 31 holders, $21.9bn |
| Q4 2020 | 20 holders, $4.3bn | 30 holders, $18.4bn |
| Q1 2021 | 16 holders, $4.6bn | 31 holders, $15.4bn |
| Q2 2021 | 15 holders, $5.1bn | 30 holders, $12.7bn |
| Q3 2021 | 17 holders, $4.0bn | 35 holders, $10.1bn |
| Q4 2021 | 17 holders, $3.6bn | 28 holders, $12.4bn |
| Q1 2022 | 18 holders, $2.2bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $2.0bn | 25 holders, $18.1bn |
| Q3 2022 | 26 holders, $2.2bn | 22 holders, $18.4bn |
| Q4 2022 | 22 holders, $2.1bn | 28 holders, $18.4bn |
| Q1 2023 | 21 holders, $1.8bn | 26 holders, $21.4bn |
| Q2 2023 | 21 holders, $1.8bn | 27 holders, $24.7bn |
| Q3 2023 | 23 holders, $1.8bn | 33 holders, $24.3bn |
| Q4 2023 | 27 holders, $2.5bn | 32 holders, $28.6bn |
| Q1 2024 | 29 holders, $3.3bn | 31 holders, $29.8bn |
| Q2 2024 | 30 holders, $4.8bn | 29 holders, $33.4bn |
| Q3 2024 | 34 holders, $5.9bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $5.8bn | 26 holders, $28.5bn |
| Q1 2025 | 26 holders, $7.2bn | 21 holders, $35.4bn |
| Q2 2025 | 21 holders, $6.9bn | 21 holders, $32.3bn |
| Q3 2025 | 24 holders, $6.8bn | 22 holders, $25.9bn |
| Q4 2025 | 20 holders, $6.6bn | 26 holders, $31.8bn |
| Q1 2026 | 26 holders, $7.0bn | 25 holders, $31.8bn |
| Q2 2026 | 31 holders, $7.1bn | 26 holders, $34.6bn |
3M Co
- Holders
- 29
- Reported value
- $3.3bn
- Buyers
- 23
- Sellers
- 8
Breadth +15 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)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only MMM (10)
Dodge & Cox, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Squarepoint Ops LLC, Winton Group Ltd
Only VRTX (12)
AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Tudor Investment Corp, Wellington Management Group LLP
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.