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BMY · 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.
  • BMY
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterBMYVRTX
Q3 202031 holders, $18.8bn31 holders, $21.9bn
Q4 202028 holders, $16.4bn30 holders, $18.4bn
Q1 202131 holders, $15.2bn31 holders, $15.4bn
Q2 202127 holders, $16.3bn30 holders, $12.7bn
Q3 202130 holders, $14.2bn35 holders, $10.1bn
Q4 202128 holders, $12.9bn28 holders, $12.4bn
Q1 202228 holders, $15.2bn23 holders, $16.1bn
Q2 202231 holders, $14.8bn25 holders, $18.1bn
Q3 202227 holders, $12.2bn22 holders, $18.4bn
Q4 202233 holders, $10.0bn28 holders, $18.4bn
Q1 202329 holders, $8.4bn26 holders, $21.4bn
Q2 202329 holders, $7.9bn27 holders, $24.7bn
Q3 202332 holders, $7.5bn33 holders, $24.3bn
Q4 202330 holders, $7.2bn32 holders, $28.6bn
Q1 202420 holders, $6.6bn31 holders, $29.8bn
Q2 202426 holders, $6.4bn29 holders, $33.4bn
Q3 202431 holders, $7.9bn27 holders, $33.5bn
Q4 202427 holders, $6.6bn26 holders, $28.5bn
Q1 202520 holders, $6.6bn21 holders, $35.4bn
Q2 202522 holders, $5.6bn21 holders, $32.3bn
Q3 202528 holders, $5.4bn22 holders, $25.9bn
Q4 202525 holders, $7.7bn26 holders, $31.8bn
Q1 202627 holders, $8.3bn25 holders, $31.8bn
Q2 202622 holders, $8.2bn26 holders, $34.6bn
BMY

Bristol-myers Squibb Co

Holders
26
Reported value
$6.4bn
Buyers
17
Sellers
10

Breadth +7 among 94 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
29
Reported value
$33.4bn
Buyers
12
Sellers
18

Breadth -6 among 94 comparable managers.

Who holds both, Q2 2024

Among the 40 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.

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