Holders over time
- NBIX
- ARGX
| Quarter | NBIX | ARGX |
|---|---|---|
| Q3 2020 | 15 holders, $2.6bn | 8 holders, $3.6bn |
| Q4 2020 | 12 holders, $2.6bn | 7 holders, $4.1bn |
| Q1 2021 | 6 holders, $2.3bn | 8 holders, $4.1bn |
| Q2 2021 | 9 holders, $1.5bn | 9 holders, $4.6bn |
| Q3 2021 | 8 holders, $1.5bn | 8 holders, $4.5bn |
| Q4 2021 | 14 holders, $1.3bn | 9 holders, $5.3bn |
| Q1 2022 | 15 holders, $1.4bn | 8 holders, $5.3bn |
| Q2 2022 | 11 holders, $1.3bn | 13 holders, $6.5bn |
| Q3 2022 | 14 holders, $1.0bn | 14 holders, $5.3bn |
| Q4 2022 | 15 holders, $1.2bn | 13 holders, $5.5bn |
| Q1 2023 | 17 holders, $860m | 13 holders, $5.9bn |
| Q2 2023 | 16 holders, $1.1bn | 18 holders, $6.6bn |
| Q3 2023 | 24 holders, $1.4bn | 21 holders, $8.7bn |
| Q4 2023 | 21 holders, $1.6bn | 17 holders, $6.3bn |
| Q1 2024 | 19 holders, $1.5bn | 13 holders, $6.8bn |
| Q2 2024 | 17 holders, $1.4bn | 14 holders, $7.9bn |
| Q3 2024 | 11 holders, $1.2bn | 13 holders, $10.7bn |
| Q4 2024 | 14 holders, $2.0bn | 14 holders, $12.3bn |
| Q1 2025 | 14 holders, $1.6bn | 17 holders, $11.8bn |
| Q2 2025 | 16 holders, $2.5bn | 18 holders, $10.8bn |
| Q3 2025 | 15 holders, $2.6bn | 16 holders, $13.8bn |
| Q4 2025 | 21 holders, $2.8bn | 16 holders, $14.8bn |
| Q1 2026 | 17 holders, $2.9bn | 11 holders, $12.3bn |
| Q2 2026 | 10 holders, $2.7bn | 14 holders, $15.0bn |
Neurocrine Biosciences Inc
- Holders
- 19
- Reported value
- $1.5bn
- Buyers
- 9
- Sellers
- 11
Breadth -2 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
Both (6)
ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Point72 Asset Management LP, Soros Fund Management LLC, T. Rowe Price Associates Inc
Only NBIX (13)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Man Group PLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.