Holders over time
- BDX
- VRTX
| Quarter | BDX | VRTX |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 31 holders, $21.9bn |
| Q4 2020 | 28 holders, $10.4bn | 30 holders, $18.4bn |
| Q1 2021 | 26 holders, $9.4bn | 31 holders, $15.4bn |
| Q2 2021 | 19 holders, $9.0bn | 30 holders, $12.7bn |
| Q3 2021 | 18 holders, $10.3bn | 35 holders, $10.1bn |
| Q4 2021 | 18 holders, $11.1bn | 28 holders, $12.4bn |
| Q1 2022 | 21 holders, $10.5bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $13.5bn | 25 holders, $18.1bn |
| Q3 2022 | 23 holders, $11.0bn | 22 holders, $18.4bn |
| Q4 2022 | 27 holders, $12.5bn | 28 holders, $18.4bn |
| Q1 2023 | 28 holders, $11.1bn | 26 holders, $21.4bn |
| Q2 2023 | 26 holders, $11.7bn | 27 holders, $24.7bn |
| Q3 2023 | 23 holders, $10.3bn | 33 holders, $24.3bn |
| Q4 2023 | 27 holders, $8.7bn | 32 holders, $28.6bn |
| Q1 2024 | 25 holders, $8.4bn | 31 holders, $29.8bn |
| Q2 2024 | 31 holders, $8.1bn | 29 holders, $33.4bn |
| Q3 2024 | 26 holders, $8.6bn | 27 holders, $33.5bn |
| Q4 2024 | 26 holders, $8.4bn | 26 holders, $28.5bn |
| Q1 2025 | 22 holders, $8.6bn | 21 holders, $35.4bn |
| Q2 2025 | 24 holders, $7.3bn | 21 holders, $32.3bn |
| Q3 2025 | 13 holders, $7.3bn | 22 holders, $25.9bn |
| Q4 2025 | 17 holders, $8.6bn | 26 holders, $31.8bn |
| Q1 2026 | 15 holders, $8.5bn | 25 holders, $31.8bn |
| Q2 2026 | 11 holders, $8.4bn | 26 holders, $34.6bn |
Becton Dickinson & Co
- Holders
- 26
- Reported value
- $8.6bn
- Buyers
- 13
- Sellers
- 13
Breadth 0 among 94 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 27
- Reported value
- $33.5bn
- Buyers
- 17
- Sellers
- 10
Breadth +7 among 94 comparable managers.
Who holds both, Q3 2024
Both (15)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only BDX (11)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Millennium Management LLC, Quantbot Technologies LP, Tudor Investment Corp, Walleye Capital LLC
Only VRTX (12)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Egerton Capital UK LLP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, 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.