Holders over time
- EW
- VRTX
| Quarter | EW | VRTX |
|---|---|---|
| Q3 2020 | 21 holders, $6.1bn | 31 holders, $21.9bn |
| Q4 2020 | 14 holders, $6.3bn | 30 holders, $18.4bn |
| Q1 2021 | 22 holders, $6.0bn | 31 holders, $15.4bn |
| Q2 2021 | 25 holders, $7.7bn | 30 holders, $12.7bn |
| Q3 2021 | 22 holders, $8.5bn | 35 holders, $10.1bn |
| Q4 2021 | 20 holders, $9.2bn | 28 holders, $12.4bn |
| Q1 2022 | 22 holders, $7.9bn | 23 holders, $16.1bn |
| Q2 2022 | 22 holders, $6.6bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $6.2bn | 22 holders, $18.4bn |
| Q4 2022 | 28 holders, $5.8bn | 28 holders, $18.4bn |
| Q1 2023 | 26 holders, $5.8bn | 26 holders, $21.4bn |
| Q2 2023 | 25 holders, $5.9bn | 27 holders, $24.7bn |
| Q3 2023 | 25 holders, $4.6bn | 33 holders, $24.3bn |
| Q4 2023 | 22 holders, $5.1bn | 32 holders, $28.6bn |
| Q1 2024 | 23 holders, $7.0bn | 31 holders, $29.8bn |
| Q2 2024 | 20 holders, $6.8bn | 29 holders, $33.4bn |
| Q3 2024 | 19 holders, $3.8bn | 27 holders, $33.5bn |
| Q4 2024 | 22 holders, $5.0bn | 26 holders, $28.5bn |
| Q1 2025 | 23 holders, $5.0bn | 21 holders, $35.4bn |
| Q2 2025 | 23 holders, $5.2bn | 21 holders, $32.3bn |
| Q3 2025 | 22 holders, $5.0bn | 22 holders, $25.9bn |
| Q4 2025 | 23 holders, $5.9bn | 26 holders, $31.8bn |
| Q1 2026 | 25 holders, $6.0bn | 25 holders, $31.8bn |
| Q2 2026 | 25 holders, $6.9bn | 26 holders, $34.6bn |
Edwards Lifesciences Corp
- Holders
- 20
- Reported value
- $6.8bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 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 (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only EW (6)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Holocene Advisors LP, Point72 Asset Management LP, Winton Group Ltd, Woodline Partners LP
Only VRTX (15)
ARK Investment Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, 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.