Holders over time
- BIIB
- AMGN
| Quarter | BIIB | AMGN |
|---|---|---|
| Q3 2020 | 25 holders, $5.1bn | 16 holders, $16.3bn |
| Q4 2020 | 22 holders, $4.6bn | 19 holders, $14.0bn |
| Q1 2021 | 18 holders, $4.7bn | 16 holders, $14.5bn |
| Q2 2021 | 25 holders, $5.4bn | 23 holders, $13.8bn |
| Q3 2021 | 23 holders, $3.3bn | 24 holders, $11.6bn |
| Q4 2021 | 25 holders, $3.7bn | 21 holders, $10.4bn |
| Q1 2022 | 29 holders, $3.7bn | 23 holders, $9.9bn |
| Q2 2022 | 25 holders, $3.4bn | 28 holders, $9.7bn |
| Q3 2022 | 33 holders, $5.2bn | 21 holders, $7.9bn |
| Q4 2022 | 28 holders, $5.0bn | 24 holders, $9.3bn |
| Q1 2023 | 30 holders, $5.1bn | 22 holders, $8.4bn |
| Q2 2023 | 23 holders, $4.4bn | 26 holders, $7.4bn |
| Q3 2023 | 21 holders, $2.9bn | 26 holders, $8.7bn |
| Q4 2023 | 17 holders, $2.8bn | 24 holders, $8.4bn |
| Q1 2024 | 16 holders, $2.5bn | 25 holders, $6.7bn |
| Q2 2024 | 14 holders, $2.5bn | 20 holders, $8.0bn |
| Q3 2024 | 17 holders, $2.6bn | 21 holders, $8.8bn |
| Q4 2024 | 20 holders, $2.6bn | 20 holders, $8.2bn |
| Q1 2025 | 22 holders, $2.4bn | 25 holders, $12.0bn |
| Q2 2025 | 20 holders, $2.5bn | 20 holders, $10.2bn |
| Q3 2025 | 21 holders, $2.8bn | 17 holders, $10.4bn |
| Q4 2025 | 20 holders, $3.9bn | 19 holders, $18.0bn |
| Q1 2026 | 16 holders, $3.9bn | 15 holders, $21.4bn |
| Q2 2026 | 12 holders, $5.8bn | 23 holders, $24.9bn |
Biogen Inc
- Holders
- 17
- Reported value
- $2.6bn
- Buyers
- 15
- Sellers
- 2
Breadth +13 among 94 comparable managers.
Amgen Inc
- Holders
- 21
- Reported value
- $8.8bn
- Buyers
- 16
- Sellers
- 5
Breadth +11 among 94 comparable managers.
Who holds both, Q3 2024
Both (7)
D. E. Shaw & Co., Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP
Only BIIB (10)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, MFS Investment Management, PDT Partners LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP
Only AMGN (14)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group 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.