Holders over time
- NVO
- VRTX
| Quarter | NVO | VRTX |
|---|---|---|
| Q3 2020 | 7 holders, $2.2bn | 31 holders, $21.9bn |
| Q4 2020 | 5 holders, $2.0bn | 30 holders, $18.4bn |
| Q1 2021 | 4 holders, $1.8bn | 31 holders, $15.4bn |
| Q2 2021 | 5 holders, $2.2bn | 30 holders, $12.7bn |
| Q3 2021 | 7 holders, $2.4bn | 35 holders, $10.1bn |
| Q4 2021 | 6 holders, $2.5bn | 28 holders, $12.4bn |
| Q1 2022 | 7 holders, $2.4bn | 23 holders, $16.1bn |
| Q2 2022 | 10 holders, $2.5bn | 25 holders, $18.1bn |
| Q3 2022 | 7 holders, $1.8bn | 22 holders, $18.4bn |
| Q4 2022 | 12 holders, $3.1bn | 28 holders, $18.4bn |
| Q1 2023 | 14 holders, $3.8bn | 26 holders, $21.4bn |
| Q2 2023 | 17 holders, $4.3bn | 27 holders, $24.7bn |
| Q3 2023 | 20 holders, $5.6bn | 33 holders, $24.3bn |
| Q4 2023 | 23 holders, $6.0bn | 32 holders, $28.6bn |
| Q1 2024 | 17 holders, $7.3bn | 31 holders, $29.8bn |
| Q2 2024 | 24 holders, $8.7bn | 29 holders, $33.4bn |
| Q3 2024 | 23 holders, $6.5bn | 27 holders, $33.5bn |
| Q4 2024 | 21 holders, $4.3bn | 26 holders, $28.5bn |
| Q1 2025 | 18 holders, $2.8bn | 21 holders, $35.4bn |
| Q2 2025 | 15 holders, $2.4bn | 21 holders, $32.3bn |
| Q3 2025 | 15 holders, $1.6bn | 22 holders, $25.9bn |
| Q4 2025 | 12 holders, $1.6bn | 26 holders, $31.8bn |
| Q1 2026 | 17 holders, $2.9bn | 25 holders, $31.8bn |
| Q2 2026 | 15 holders, $3.0bn | 26 holders, $34.6bn |
Novo-nordisk A S
- Holders
- 23
- Reported value
- $6.5bn
- Buyers
- 12
- Sellers
- 11
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 (14)
Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only NVO (9)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Coatue Management LLC, ExodusPoint Capital Management LP, Markel Group Inc, Polen Capital Management LLC, Quantbot Technologies LP, Tiger Global Management LLC, Walleye Capital LLC
Only VRTX (13)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Egerton Capital UK LLP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Two Sigma Investments LP, 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.