Holders over time
- TMO
- VRTX
| Quarter | TMO | VRTX |
|---|---|---|
| Q3 2020 | 29 holders, $38.9bn | 31 holders, $21.9bn |
| Q4 2020 | 33 holders, $39.2bn | 30 holders, $18.4bn |
| Q1 2021 | 35 holders, $36.5bn | 31 holders, $15.4bn |
| Q2 2021 | 33 holders, $38.3bn | 30 holders, $12.7bn |
| Q3 2021 | 32 holders, $42.6bn | 35 holders, $10.1bn |
| Q4 2021 | 38 holders, $50.1bn | 28 holders, $12.4bn |
| Q1 2022 | 32 holders, $43.2bn | 23 holders, $16.1bn |
| Q2 2022 | 33 holders, $38.9bn | 25 holders, $18.1bn |
| Q3 2022 | 26 holders, $34.3bn | 22 holders, $18.4bn |
| Q4 2022 | 29 holders, $37.0bn | 28 holders, $18.4bn |
| Q1 2023 | 35 holders, $37.1bn | 26 holders, $21.4bn |
| Q2 2023 | 39 holders, $33.5bn | 27 holders, $24.7bn |
| Q3 2023 | 39 holders, $32.6bn | 33 holders, $24.3bn |
| Q4 2023 | 41 holders, $32.7bn | 32 holders, $28.6bn |
| Q1 2024 | 30 holders, $34.1bn | 31 holders, $29.8bn |
| Q2 2024 | 38 holders, $30.6bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $33.8bn | 27 holders, $33.5bn |
| Q4 2024 | 36 holders, $27.6bn | 26 holders, $28.5bn |
| Q1 2025 | 31 holders, $24.2bn | 21 holders, $35.4bn |
| Q2 2025 | 39 holders, $18.8bn | 21 holders, $32.3bn |
| Q3 2025 | 32 holders, $21.9bn | 22 holders, $25.9bn |
| Q4 2025 | 32 holders, $29.9bn | 26 holders, $31.8bn |
| Q1 2026 | 34 holders, $24.4bn | 25 holders, $31.8bn |
| Q2 2026 | 36 holders, $26.4bn | 26 holders, $34.6bn |
Thermo Fisher Scientific Inc
- Holders
- 30
- Reported value
- $34.1bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only TMO (14)
Baillie Gifford & Co, Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Markel Group Inc, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Steadfast Capital Management LP, TCI Fund Management Ltd, Viking Global Investors LP
Only VRTX (15)
ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Man Group PLC, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, 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.