Holders over time
- MRK
- VRTX
| Quarter | MRK | VRTX |
|---|---|---|
| Q3 2020 | 35 holders, $20.2bn | 31 holders, $21.9bn |
| Q4 2020 | 34 holders, $19.1bn | 30 holders, $18.4bn |
| Q1 2021 | 33 holders, $16.6bn | 31 holders, $15.4bn |
| Q2 2021 | 31 holders, $15.1bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $15.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $15.0bn | 28 holders, $12.4bn |
| Q1 2022 | 34 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 34 holders, $19.0bn | 25 holders, $18.1bn |
| Q3 2022 | 35 holders, $17.2bn | 22 holders, $18.4bn |
| Q4 2022 | 35 holders, $25.2bn | 28 holders, $18.4bn |
| Q1 2023 | 33 holders, $26.6bn | 26 holders, $21.4bn |
| Q2 2023 | 34 holders, $30.1bn | 27 holders, $24.7bn |
| Q3 2023 | 39 holders, $26.7bn | 33 holders, $24.3bn |
| Q4 2023 | 41 holders, $29.3bn | 32 holders, $28.6bn |
| Q1 2024 | 37 holders, $37.1bn | 31 holders, $29.8bn |
| Q2 2024 | 38 holders, $33.0bn | 29 holders, $33.4bn |
| Q3 2024 | 38 holders, $29.1bn | 27 holders, $33.5bn |
| Q4 2024 | 35 holders, $23.7bn | 26 holders, $28.5bn |
| Q1 2025 | 36 holders, $20.8bn | 21 holders, $35.4bn |
| Q2 2025 | 31 holders, $18.5bn | 21 holders, $32.3bn |
| Q3 2025 | 36 holders, $19.0bn | 22 holders, $25.9bn |
| Q4 2025 | 32 holders, $26.8bn | 26 holders, $31.8bn |
| Q1 2026 | 30 holders, $28.9bn | 25 holders, $31.8bn |
| Q2 2026 | 25 holders, $29.2bn | 26 holders, $34.6bn |
Merck & Co Inc
- Holders
- 38
- Reported value
- $33.0bn
- Buyers
- 21
- Sellers
- 18
Breadth +3 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 (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, 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, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MRK (14)
Arrowstreet Capital LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Millennium Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Squarepoint Ops LLC, Verition Fund Management LLC, 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.