Holders over time
- BEAM
- ARGX
| Quarter | BEAM | ARGX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 8 holders, $3.6bn |
| Q4 2020 | 4 holders, $705m | 7 holders, $4.1bn |
| Q1 2021 | 6 holders, $1.1bn | 8 holders, $4.1bn |
| Q2 2021 | 6 holders, $2.1bn | 9 holders, $4.6bn |
| Q3 2021 | 5 holders, $769m | 8 holders, $4.5bn |
| Q4 2021 | 3 holders, $818m | 9 holders, $5.3bn |
| Q1 2022 | 4 holders, $620m | 8 holders, $5.3bn |
| Q2 2022 | 4 holders, $457m | 13 holders, $6.5bn |
| Q3 2022 | 5 holders, $610m | 14 holders, $5.3bn |
| Q4 2022 | 4 holders, $481m | 13 holders, $5.5bn |
| Q1 2023 | 4 holders, $397m | 13 holders, $5.9bn |
| Q2 2023 | 3 holders, $394m | 18 holders, $6.6bn |
| Q3 2023 | 4 holders, $351m | 21 holders, $8.7bn |
| Q4 2023 | 4 holders, $389m | 17 holders, $6.3bn |
| Q1 2024 | 4 holders, $446m | 13 holders, $6.8bn |
| Q2 2024 | 3 holders, $379m | 14 holders, $7.9bn |
| Q3 2024 | 3 holders, $370m | 13 holders, $10.7bn |
| Q4 2024 | 4 holders, $394m | 14 holders, $12.3bn |
| Q1 2025 | 5 holders, $419m | 17 holders, $11.8bn |
| Q2 2025 | 5 holders, $358m | 18 holders, $10.8bn |
| Q3 2025 | 7 holders, $571m | 16 holders, $13.8bn |
| Q4 2025 | 6 holders, $692m | 16 holders, $14.8bn |
| Q1 2026 | 3 holders, $540m | 11 holders, $12.3bn |
| Q2 2026 | 3 holders, $713m | 14 holders, $15.0bn |
Beam Therapeutics Inc
- Holders
- 4
- Reported value
- $394m
- Buyers
- 3
- Sellers
- 1
Breadth +2 among 94 comparable managers.
Argenx Se
- Holders
- 14
- Reported value
- $12.3bn
- Buyers
- 8
- Sellers
- 6
Breadth +2 among 94 comparable managers.
Who holds both, Q4 2024
Both (1)
Only ARGX (13)
Artisan Partners LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
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.