Holders over time
- MDT
- VRTX
| Quarter | MDT | VRTX |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 31 holders, $21.9bn |
| Q4 2020 | 33 holders, $20.0bn | 30 holders, $18.4bn |
| Q1 2021 | 37 holders, $20.8bn | 31 holders, $15.4bn |
| Q2 2021 | 34 holders, $22.1bn | 30 holders, $12.7bn |
| Q3 2021 | 32 holders, $21.6bn | 35 holders, $10.1bn |
| Q4 2021 | 31 holders, $18.5bn | 28 holders, $12.4bn |
| Q1 2022 | 28 holders, $18.0bn | 23 holders, $16.1bn |
| Q2 2022 | 35 holders, $15.2bn | 25 holders, $18.1bn |
| Q3 2022 | 33 holders, $13.7bn | 22 holders, $18.4bn |
| Q4 2022 | 32 holders, $13.4bn | 28 holders, $18.4bn |
| Q1 2023 | 25 holders, $13.6bn | 26 holders, $21.4bn |
| Q2 2023 | 30 holders, $15.2bn | 27 holders, $24.7bn |
| Q3 2023 | 28 holders, $13.1bn | 33 holders, $24.3bn |
| Q4 2023 | 24 holders, $12.7bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $12.8bn | 31 holders, $29.8bn |
| Q2 2024 | 26 holders, $11.2bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $13.9bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $11.5bn | 26 holders, $28.5bn |
| Q1 2025 | 27 holders, $13.8bn | 21 holders, $35.4bn |
| Q2 2025 | 30 holders, $13.3bn | 21 holders, $32.3bn |
| Q3 2025 | 25 holders, $13.6bn | 22 holders, $25.9bn |
| Q4 2025 | 27 holders, $14.9bn | 26 holders, $31.8bn |
| Q1 2026 | 24 holders, $14.3bn | 25 holders, $31.8bn |
| Q2 2026 | 29 holders, $12.8bn | 26 holders, $34.6bn |
Medtronic PLC
- Holders
- 30
- Reported value
- $13.9bn
- Buyers
- 21
- Sellers
- 9
Breadth +12 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 (18)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, 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, Voloridge Investment Management LLC, Wellington Management Group LLP
Only MDT (12)
Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Polen Capital Management LLC, Verition Fund 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.