Holders over time
- BMRN
- VRTX
| Quarter | BMRN | VRTX |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 31 holders, $21.9bn |
| Q4 2020 | 12 holders, $3.7bn | 30 holders, $18.4bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $15.4bn |
| Q2 2021 | 11 holders, $3.4bn | 30 holders, $12.7bn |
| Q3 2021 | 14 holders, $3.0bn | 35 holders, $10.1bn |
| Q4 2021 | 14 holders, $3.4bn | 28 holders, $12.4bn |
| Q1 2022 | 19 holders, $3.0bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $2.9bn | 25 holders, $18.1bn |
| Q3 2022 | 25 holders, $3.1bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $4.0bn | 28 holders, $18.4bn |
| Q1 2023 | 20 holders, $3.3bn | 26 holders, $21.4bn |
| Q2 2023 | 18 holders, $2.9bn | 27 holders, $24.7bn |
| Q3 2023 | 18 holders, $2.9bn | 33 holders, $24.3bn |
| Q4 2023 | 22 holders, $4.1bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $3.6bn | 31 holders, $29.8bn |
| Q2 2024 | 16 holders, $3.3bn | 29 holders, $33.4bn |
| Q3 2024 | 16 holders, $3.0bn | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $3.0bn | 26 holders, $28.5bn |
| Q1 2025 | 16 holders, $3.3bn | 21 holders, $35.4bn |
| Q2 2025 | 16 holders, $2.5bn | 21 holders, $32.3bn |
| Q3 2025 | 16 holders, $2.3bn | 22 holders, $25.9bn |
| Q4 2025 | 21 holders, $2.4bn | 26 holders, $31.8bn |
| Q1 2026 | 15 holders, $2.6bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $2.2bn | 26 holders, $34.6bn |
Biomarin Pharmaceutical Inc
- Holders
- 16
- Reported value
- $3.0bn
- Buyers
- 9
- Sellers
- 8
Breadth +1 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 (8)
AQR Capital Management LLC, Capital Research Global Investors, Hudson Bay Capital Management LP, Man Group PLC, Neuberger Berman Group LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only BMRN (8)
Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Elliott Investment Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, PDT Partners LLC, Viking Global Investors LP
Only VRTX (19)
AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Egerton Capital UK LLP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.