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TFX · 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.
  • TFX
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterTFXVRTX
Q3 202012 holders, $3.7bn31 holders, $21.9bn
Q4 202012 holders, $4.5bn30 holders, $18.4bn
Q1 20219 holders, $4.5bn31 holders, $15.4bn
Q2 202110 holders, $4.8bn30 holders, $12.7bn
Q3 202111 holders, $4.9bn35 holders, $10.1bn
Q4 202115 holders, $4.3bn28 holders, $12.4bn
Q1 202213 holders, $4.8bn23 holders, $16.1bn
Q2 202213 holders, $3.4bn25 holders, $18.1bn
Q3 202212 holders, $1.5bn22 holders, $18.4bn
Q4 202210 holders, $1.8bn28 holders, $18.4bn
Q1 20239 holders, $2.1bn26 holders, $21.4bn
Q2 20238 holders, $2.2bn27 holders, $24.7bn
Q3 202311 holders, $1.9bn33 holders, $24.3bn
Q4 20238 holders, $2.5bn32 holders, $28.6bn
Q1 20246 holders, $2.2bn31 holders, $29.8bn
Q2 202416 holders, $2.1bn29 holders, $33.4bn
Q3 202412 holders, $2.1bn27 holders, $33.5bn
Q4 202414 holders, $1.3bn26 holders, $28.5bn
Q1 202516 holders, $1.0bn21 holders, $35.4bn
Q2 202510 holders, $742m21 holders, $32.3bn
Q3 20259 holders, $1.0bn22 holders, $25.9bn
Q4 20259 holders, $989m26 holders, $31.8bn
Q1 202610 holders, $1.0bn25 holders, $31.8bn
Q2 20269 holders, $1.2bn26 holders, $34.6bn
TFX

Teleflex Inc

Holders
6
Reported value
$2.2bn
Buyers
2
Sellers
5

Breadth -3 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 32 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.

Back to the 13F Explorer →