Holders over time
- BSX
- VRTX
| Quarter | BSX | VRTX |
|---|---|---|
| Q3 2020 | 31 holders, $15.0bn | 31 holders, $21.9bn |
| Q4 2020 | 35 holders, $13.6bn | 30 holders, $18.4bn |
| Q1 2021 | 29 holders, $15.7bn | 31 holders, $15.4bn |
| Q2 2021 | 27 holders, $18.2bn | 30 holders, $12.7bn |
| Q3 2021 | 27 holders, $18.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $17.4bn | 28 holders, $12.4bn |
| Q1 2022 | 32 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 30 holders, $14.0bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $14.5bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $16.6bn | 28 holders, $18.4bn |
| Q1 2023 | 32 holders, $18.5bn | 26 holders, $21.4bn |
| Q2 2023 | 37 holders, $19.6bn | 27 holders, $24.7bn |
| Q3 2023 | 33 holders, $19.7bn | 33 holders, $24.3bn |
| Q4 2023 | 30 holders, $20.6bn | 32 holders, $28.6bn |
| Q1 2024 | 33 holders, $24.0bn | 31 holders, $29.8bn |
| Q2 2024 | 35 holders, $26.8bn | 29 holders, $33.4bn |
| Q3 2024 | 40 holders, $28.3bn | 27 holders, $33.5bn |
| Q4 2024 | 40 holders, $29.4bn | 26 holders, $28.5bn |
| Q1 2025 | 44 holders, $33.1bn | 21 holders, $35.4bn |
| Q2 2025 | 44 holders, $33.6bn | 21 holders, $32.3bn |
| Q3 2025 | 48 holders, $29.5bn | 22 holders, $25.9bn |
| Q4 2025 | 49 holders, $28.5bn | 26 holders, $31.8bn |
| Q1 2026 | 45 holders, $17.2bn | 25 holders, $31.8bn |
| Q2 2026 | 40 holders, $13.0bn | 26 holders, $34.6bn |
Boston Scientific Corp
- Holders
- 35
- Reported value
- $26.8bn
- Buyers
- 21
- Sellers
- 15
Breadth +6 among 94 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 29
- Reported value
- $33.4bn
- Buyers
- 12
- Sellers
- 18
Breadth -6 among 94 comparable managers.
Who holds both, Q2 2024
Both (19)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only BSX (16)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Soros Fund Management LLC, Steadfast Capital Management LP, Walleye Capital LLC, Winton Group Ltd, 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.