Holders over time
- GSK
- VRTX
| Quarter | GSK | VRTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 31 holders, $21.9bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $18.4bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $15.4bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $12.7bn |
| Q3 2021 | none listed holders, n.a. | 35 holders, $10.1bn |
| Q4 2021 | none listed holders, n.a. | 28 holders, $12.4bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $16.1bn |
| Q2 2022 | 1 holders, $19m | 25 holders, $18.1bn |
| Q3 2022 | 18 holders, $3.9bn | 22 holders, $18.4bn |
| Q4 2022 | 18 holders, $4.9bn | 28 holders, $18.4bn |
| Q1 2023 | 13 holders, $4.4bn | 26 holders, $21.4bn |
| Q2 2023 | 13 holders, $4.3bn | 27 holders, $24.7bn |
| Q3 2023 | 16 holders, $4.5bn | 33 holders, $24.3bn |
| Q4 2023 | 13 holders, $4.5bn | 32 holders, $28.6bn |
| Q1 2024 | 13 holders, $5.3bn | 31 holders, $29.8bn |
| Q2 2024 | 10 holders, $4.6bn | 29 holders, $33.4bn |
| Q3 2024 | 10 holders, $4.9bn | 27 holders, $33.5bn |
| Q4 2024 | 13 holders, $4.9bn | 26 holders, $28.5bn |
| Q1 2025 | 11 holders, $6.3bn | 21 holders, $35.4bn |
| Q2 2025 | 10 holders, $6.2bn | 21 holders, $32.3bn |
| Q3 2025 | 11 holders, $7.5bn | 22 holders, $25.9bn |
| Q4 2025 | 11 holders, $8.8bn | 26 holders, $31.8bn |
| Q1 2026 | 9 holders, $9.1bn | 25 holders, $31.8bn |
| Q2 2026 | 11 holders, $7.5bn | 26 holders, $34.6bn |
GSK PLC
- Holders
- 10
- Reported value
- $4.9bn
- Buyers
- 6
- Sellers
- 3
Breadth +3 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 (5)
Capital Research Global Investors, Fidelity (FMR LLC), Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only GSK (5)
Acadian Asset Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Dodge & Cox, Quantbot Technologies LP
Only VRTX (22)
AllianceBernstein LP, AQR Capital Management LLC, 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, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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.