Holders over time
- TMO
- VRTX
| Quarter | TMO | VRTX |
|---|---|---|
| Q3 2020 | 29 holders, $38.9bn | 31 holders, $21.9bn |
| Q4 2020 | 33 holders, $39.2bn | 30 holders, $18.4bn |
| Q1 2021 | 35 holders, $36.5bn | 31 holders, $15.4bn |
| Q2 2021 | 33 holders, $38.3bn | 30 holders, $12.7bn |
| Q3 2021 | 32 holders, $42.6bn | 35 holders, $10.1bn |
| Q4 2021 | 38 holders, $50.1bn | 28 holders, $12.4bn |
| Q1 2022 | 32 holders, $43.2bn | 23 holders, $16.1bn |
| Q2 2022 | 33 holders, $38.9bn | 25 holders, $18.1bn |
| Q3 2022 | 26 holders, $34.3bn | 22 holders, $18.4bn |
| Q4 2022 | 29 holders, $37.0bn | 28 holders, $18.4bn |
| Q1 2023 | 35 holders, $37.1bn | 26 holders, $21.4bn |
| Q2 2023 | 39 holders, $33.5bn | 27 holders, $24.7bn |
| Q3 2023 | 39 holders, $32.6bn | 33 holders, $24.3bn |
| Q4 2023 | 41 holders, $32.7bn | 32 holders, $28.6bn |
| Q1 2024 | 30 holders, $34.1bn | 31 holders, $29.8bn |
| Q2 2024 | 38 holders, $30.6bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $33.8bn | 27 holders, $33.5bn |
| Q4 2024 | 36 holders, $27.6bn | 26 holders, $28.5bn |
| Q1 2025 | 31 holders, $24.2bn | 21 holders, $35.4bn |
| Q2 2025 | 39 holders, $18.8bn | 21 holders, $32.3bn |
| Q3 2025 | 32 holders, $21.9bn | 22 holders, $25.9bn |
| Q4 2025 | 32 holders, $29.9bn | 26 holders, $31.8bn |
| Q1 2026 | 34 holders, $24.4bn | 25 holders, $31.8bn |
| Q2 2026 | 36 holders, $26.4bn | 26 holders, $34.6bn |
Thermo Fisher Scientific Inc
- Holders
- 38
- Reported value
- $30.6bn
- Buyers
- 25
- Sellers
- 18
Breadth +7 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 (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only TMO (17)
Balyasny Asset Management LLC, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, Farallon Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Markel Group Inc, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
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.