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MEDP · 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.
  • MEDP
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterMEDPVRTX
Q3 202012 holders, $218m31 holders, $21.9bn
Q4 20208 holders, $187m30 holders, $18.4bn
Q1 20219 holders, $153m31 holders, $15.4bn
Q2 20218 holders, $156m30 holders, $12.7bn
Q3 202111 holders, $413m35 holders, $10.1bn
Q4 202112 holders, $668m28 holders, $12.4bn
Q1 20226 holders, $107m23 holders, $16.1bn
Q2 20225 holders, $97m25 holders, $18.1bn
Q3 20223 holders, $59m22 holders, $18.4bn
Q4 202210 holders, $269m28 holders, $18.4bn
Q1 202314 holders, $275m26 holders, $21.4bn
Q2 202317 holders, $468m27 holders, $24.7bn
Q3 202315 holders, $378m33 holders, $24.3bn
Q4 202314 holders, $501m32 holders, $28.6bn
Q1 202417 holders, $1.2bn31 holders, $29.8bn
Q2 202418 holders, $1.3bn29 holders, $33.4bn
Q3 202415 holders, $918m27 holders, $33.5bn
Q4 202415 holders, $1.2bn26 holders, $28.5bn
Q1 202512 holders, $986m21 holders, $35.4bn
Q2 202514 holders, $1.2bn21 holders, $32.3bn
Q3 202517 holders, $1.9bn22 holders, $25.9bn
Q4 202514 holders, $2.1bn26 holders, $31.8bn
Q1 202612 holders, $1.8bn25 holders, $31.8bn
Q2 20269 holders, $2.7bn26 holders, $34.6bn
MEDP

Medpace HLDGS Inc

Holders
15
Reported value
$918m
Buyers
9
Sellers
6

Breadth +3 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.

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