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NVCR · 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.
  • NVCR
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterNVCRVRTX
Q3 202010 holders, $3.0bn31 holders, $21.9bn
Q4 20208 holders, $4.6bn30 holders, $18.4bn
Q1 20217 holders, $3.7bn31 holders, $15.4bn
Q2 20218 holders, $7.3bn30 holders, $12.7bn
Q3 20218 holders, $3.6bn35 holders, $10.1bn
Q4 20216 holders, $2.3bn28 holders, $12.4bn
Q1 20225 holders, $2.7bn23 holders, $16.1bn
Q2 20229 holders, $2.4bn25 holders, $18.1bn
Q3 20226 holders, $3.0bn22 holders, $18.4bn
Q4 20226 holders, $2.9bn28 holders, $18.4bn
Q1 20237 holders, $2.5bn26 holders, $21.4bn
Q2 20237 holders, $1.6bn27 holders, $24.7bn
Q3 20238 holders, $329m33 holders, $24.3bn
Q4 202310 holders, $205m32 holders, $28.6bn
Q1 20249 holders, $145m31 holders, $29.8bn
Q2 20247 holders, $145m29 holders, $33.4bn
Q3 20247 holders, $142m27 holders, $33.5bn
Q4 20248 holders, $758m26 holders, $28.5bn
Q1 20256 holders, $198m21 holders, $35.4bn
Q2 20254 holders, $187m21 holders, $32.3bn
Q3 20253 holders, $43m22 holders, $25.9bn
Q4 20253 holders, $18m26 holders, $31.8bn
Q1 20262 holders, $12m25 holders, $31.8bn
Q2 20262 holders, $15m26 holders, $34.6bn
NVCR

Novocure Ltd

Holders
7
Reported value
$145m
Buyers
2
Sellers
3

Breadth -1 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 30 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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