Holders over time
- IQV
- VRTX
| Quarter | IQV | VRTX |
|---|---|---|
| Q3 2020 | 21 holders, $4.8bn | 31 holders, $21.9bn |
| Q4 2020 | 22 holders, $5.2bn | 30 holders, $18.4bn |
| Q1 2021 | 18 holders, $5.4bn | 31 holders, $15.4bn |
| Q2 2021 | 26 holders, $6.1bn | 30 holders, $12.7bn |
| Q3 2021 | 24 holders, $5.9bn | 35 holders, $10.1bn |
| Q4 2021 | 24 holders, $6.9bn | 28 holders, $12.4bn |
| Q1 2022 | 21 holders, $5.2bn | 23 holders, $16.1bn |
| Q2 2022 | 15 holders, $3.9bn | 25 holders, $18.1bn |
| Q3 2022 | 21 holders, $3.1bn | 22 holders, $18.4bn |
| Q4 2022 | 19 holders, $3.9bn | 28 holders, $18.4bn |
| Q1 2023 | 24 holders, $4.4bn | 26 holders, $21.4bn |
| Q2 2023 | 23 holders, $5.5bn | 27 holders, $24.7bn |
| Q3 2023 | 22 holders, $5.4bn | 33 holders, $24.3bn |
| Q4 2023 | 14 holders, $6.2bn | 32 holders, $28.6bn |
| Q1 2024 | 15 holders, $6.9bn | 31 holders, $29.8bn |
| Q2 2024 | 20 holders, $5.8bn | 29 holders, $33.4bn |
| Q3 2024 | 23 holders, $6.3bn | 27 holders, $33.5bn |
| Q4 2024 | 22 holders, $5.7bn | 26 holders, $28.5bn |
| Q1 2025 | 22 holders, $5.1bn | 21 holders, $35.4bn |
| Q2 2025 | 21 holders, $5.4bn | 21 holders, $32.3bn |
| Q3 2025 | 17 holders, $5.9bn | 22 holders, $25.9bn |
| Q4 2025 | 18 holders, $7.0bn | 26 holders, $31.8bn |
| Q1 2026 | 11 holders, $4.7bn | 25 holders, $31.8bn |
| Q2 2026 | 19 holders, $5.3bn | 26 holders, $34.6bn |
Iqvia HLDGS Inc
- Holders
- 22
- Reported value
- $5.7bn
- Buyers
- 14
- Sellers
- 7
Breadth +7 among 94 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $28.5bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 94 comparable managers.
Who holds both, Q4 2024
Both (12)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Voloridge Investment Management LLC
Only IQV (10)
Acadian Asset Management LLC, Farallon Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd
Only VRTX (14)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, MFS Investment Management, PDT Partners LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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.