Holders over time
- MDT
- VRTX
| Quarter | MDT | VRTX |
|---|---|---|
| Q3 2020 | 32 holders, $18.3bn | 31 holders, $21.9bn |
| Q4 2020 | 33 holders, $20.0bn | 30 holders, $18.4bn |
| Q1 2021 | 37 holders, $20.8bn | 31 holders, $15.4bn |
| Q2 2021 | 34 holders, $22.1bn | 30 holders, $12.7bn |
| Q3 2021 | 32 holders, $21.6bn | 35 holders, $10.1bn |
| Q4 2021 | 31 holders, $18.5bn | 28 holders, $12.4bn |
| Q1 2022 | 28 holders, $18.0bn | 23 holders, $16.1bn |
| Q2 2022 | 35 holders, $15.2bn | 25 holders, $18.1bn |
| Q3 2022 | 33 holders, $13.7bn | 22 holders, $18.4bn |
| Q4 2022 | 32 holders, $13.4bn | 28 holders, $18.4bn |
| Q1 2023 | 25 holders, $13.6bn | 26 holders, $21.4bn |
| Q2 2023 | 30 holders, $15.2bn | 27 holders, $24.7bn |
| Q3 2023 | 28 holders, $13.1bn | 33 holders, $24.3bn |
| Q4 2023 | 24 holders, $12.7bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $12.8bn | 31 holders, $29.8bn |
| Q2 2024 | 26 holders, $11.2bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $13.9bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $11.5bn | 26 holders, $28.5bn |
| Q1 2025 | 27 holders, $13.8bn | 21 holders, $35.4bn |
| Q2 2025 | 30 holders, $13.3bn | 21 holders, $32.3bn |
| Q3 2025 | 25 holders, $13.6bn | 22 holders, $25.9bn |
| Q4 2025 | 27 holders, $14.9bn | 26 holders, $31.8bn |
| Q1 2026 | 24 holders, $14.3bn | 25 holders, $31.8bn |
| Q2 2026 | 29 holders, $12.8bn | 26 holders, $34.6bn |
Medtronic PLC
- Holders
- 33
- Reported value
- $11.5bn
- Buyers
- 19
- Sellers
- 15
Breadth +4 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 (18)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MDT (15)
Acadian Asset Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, First Eagle Investment Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund 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.