L3VLUP

BLCO · 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.
  • BLCO
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterBLCOVRTX
Q3 2020none listed holders, n.a.31 holders, $21.9bn
Q4 2020none listed holders, n.a.30 holders, $18.4bn
Q1 2021none listed holders, n.a.31 holders, $15.4bn
Q2 2021none listed holders, n.a.30 holders, $12.7bn
Q3 2021none listed holders, n.a.35 holders, $10.1bn
Q4 2021none listed holders, n.a.28 holders, $12.4bn
Q1 2022none listed holders, n.a.23 holders, $16.1bn
Q2 20223 holders, $63m25 holders, $18.1bn
Q3 20224 holders, $100m22 holders, $18.4bn
Q4 20222 holders, $63m28 holders, $18.4bn
Q1 20232 holders, $90m26 holders, $21.4bn
Q2 20233 holders, $87m27 holders, $24.7bn
Q3 20234 holders, $69m33 holders, $24.3bn
Q4 20234 holders, $66m32 holders, $28.6bn
Q1 20244 holders, $73m31 holders, $29.8bn
Q2 20245 holders, $74m29 holders, $33.4bn
Q3 20245 holders, $97m27 holders, $33.5bn
Q4 20245 holders, $82m26 holders, $28.5bn
Q1 20253 holders, $59m21 holders, $35.4bn
Q2 20254 holders, $101m21 holders, $32.3bn
Q3 20257 holders, $158m22 holders, $25.9bn
Q4 20257 holders, $198m26 holders, $31.8bn
Q1 20265 holders, $178m25 holders, $31.8bn
Q2 20266 holders, $203m26 holders, $34.6bn
BLCO

Bausch Lomb Corp

Holders
5
Reported value
$97m
Buyers
2
Sellers
2

Breadth 0 among 94 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
27
Reported value
$33.5bn
Buyers
17
Sellers
10

Breadth +7 among 94 comparable managers.

Who holds both, Q3 2024

Among the 31 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.

Back to the 13F Explorer →