Holders over time
- IMVT
- AMGN
| Quarter | IMVT | AMGN |
|---|---|---|
| Q3 2020 | 3 holders, $60m | 16 holders, $16.3bn |
| Q4 2020 | 3 holders, $34m | 19 holders, $14.0bn |
| Q1 2021 | 3 holders, $22m | 16 holders, $14.5bn |
| Q2 2021 | 2 holders, $41m | 23 holders, $13.8bn |
| Q3 2021 | 1 holders, $2.1m | 24 holders, $11.6bn |
| Q4 2021 | 1 holders, $930k | 21 holders, $10.4bn |
| Q1 2022 | 1 holders, $745k | 23 holders, $9.9bn |
| Q2 2022 | none listed holders, n.a. | 28 holders, $9.7bn |
| Q3 2022 | 2 holders, $21m | 21 holders, $7.9bn |
| Q4 2022 | 2 holders, $24m | 24 holders, $9.3bn |
| Q1 2023 | 3 holders, $30m | 22 holders, $8.4bn |
| Q2 2023 | 3 holders, $49m | 26 holders, $7.4bn |
| Q3 2023 | 5 holders, $111m | 26 holders, $8.7bn |
| Q4 2023 | 5 holders, $205m | 24 holders, $8.4bn |
| Q1 2024 | 4 holders, $176m | 25 holders, $6.7bn |
| Q2 2024 | 5 holders, $136m | 20 holders, $8.0bn |
| Q3 2024 | 4 holders, $135m | 21 holders, $8.8bn |
| Q4 2024 | 3 holders, $51m | 20 holders, $8.2bn |
| Q1 2025 | 3 holders, $45m | 25 holders, $12.0bn |
| Q2 2025 | 4 holders, $81m | 20 holders, $10.2bn |
| Q3 2025 | 3 holders, $80m | 17 holders, $10.4bn |
| Q4 2025 | 3 holders, $101m | 19 holders, $18.0bn |
| Q1 2026 | 3 holders, $90m | 15 holders, $21.4bn |
| Q2 2026 | 4 holders, $927m | 23 holders, $24.9bn |
Immunovant Inc
- Holders
- 3
- Reported value
- $51m
- Buyers
- 0
- Sellers
- 3
Breadth -3 among 94 comparable managers.
Amgen Inc
- Holders
- 20
- Reported value
- $8.2bn
- Buyers
- 13
- Sellers
- 7
Breadth +6 among 94 comparable managers.
Who holds both, Q4 2024
Both (1)
Only IMVT (2)
Only AMGN (19)
AllianceBernstein LP, ARK Investment Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, PDT Partners LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment 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.