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NTRA · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NTRA
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterNTRAVRTX
Q3 202016 holders, $575m31 holders, $21.9bn
Q4 202015 holders, $741m30 holders, $18.4bn
Q1 202117 holders, $911m31 holders, $15.4bn
Q2 202120 holders, $1.4bn30 holders, $12.7bn
Q3 202117 holders, $1.3bn35 holders, $10.1bn
Q4 202114 holders, $1.2bn28 holders, $12.4bn
Q1 202213 holders, $551m23 holders, $16.1bn
Q2 202214 holders, $473m25 holders, $18.1bn
Q3 202210 holders, $365m22 holders, $18.4bn
Q4 202212 holders, $266m28 holders, $18.4bn
Q1 202314 holders, $658m26 holders, $21.4bn
Q2 202310 holders, $474m27 holders, $24.7bn
Q3 202310 holders, $554m33 holders, $24.3bn
Q4 202312 holders, $695m32 holders, $28.6bn
Q1 202418 holders, $2.0bn31 holders, $29.8bn
Q2 202422 holders, $2.5bn29 holders, $33.4bn
Q3 202425 holders, $3.6bn27 holders, $33.5bn
Q4 202428 holders, $4.5bn26 holders, $28.5bn
Q1 202521 holders, $4.6bn21 holders, $35.4bn
Q2 202521 holders, $5.4bn21 holders, $32.3bn
Q3 202523 holders, $4.8bn22 holders, $25.9bn
Q4 202526 holders, $8.1bn26 holders, $31.8bn
Q1 202620 holders, $6.7bn25 holders, $31.8bn
Q2 202623 holders, $10.0bn26 holders, $34.6bn
NTRA

Natera Inc

Holders
28
Reported value
$4.5bn
Buyers
13
Sellers
14

Breadth -1 among 94 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
26
Reported value
$28.5bn
Buyers
14
Sellers
13

Breadth +1 among 94 comparable managers.

Who holds both, Q4 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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