Holders over time
- NVO
- VRTX
| Quarter | NVO | VRTX |
|---|---|---|
| Q3 2020 | 7 holders, $2.2bn | 31 holders, $21.9bn |
| Q4 2020 | 5 holders, $2.0bn | 30 holders, $18.4bn |
| Q1 2021 | 4 holders, $1.8bn | 31 holders, $15.4bn |
| Q2 2021 | 5 holders, $2.2bn | 30 holders, $12.7bn |
| Q3 2021 | 7 holders, $2.4bn | 35 holders, $10.1bn |
| Q4 2021 | 6 holders, $2.5bn | 28 holders, $12.4bn |
| Q1 2022 | 7 holders, $2.4bn | 23 holders, $16.1bn |
| Q2 2022 | 10 holders, $2.5bn | 25 holders, $18.1bn |
| Q3 2022 | 7 holders, $1.8bn | 22 holders, $18.4bn |
| Q4 2022 | 12 holders, $3.1bn | 28 holders, $18.4bn |
| Q1 2023 | 14 holders, $3.8bn | 26 holders, $21.4bn |
| Q2 2023 | 17 holders, $4.3bn | 27 holders, $24.7bn |
| Q3 2023 | 20 holders, $5.6bn | 33 holders, $24.3bn |
| Q4 2023 | 23 holders, $6.0bn | 32 holders, $28.6bn |
| Q1 2024 | 17 holders, $7.3bn | 31 holders, $29.8bn |
| Q2 2024 | 24 holders, $8.7bn | 29 holders, $33.4bn |
| Q3 2024 | 23 holders, $6.5bn | 27 holders, $33.5bn |
| Q4 2024 | 21 holders, $4.3bn | 26 holders, $28.5bn |
| Q1 2025 | 18 holders, $2.8bn | 21 holders, $35.4bn |
| Q2 2025 | 15 holders, $2.4bn | 21 holders, $32.3bn |
| Q3 2025 | 15 holders, $1.6bn | 22 holders, $25.9bn |
| Q4 2025 | 12 holders, $1.6bn | 26 holders, $31.8bn |
| Q1 2026 | 17 holders, $2.9bn | 25 holders, $31.8bn |
| Q2 2026 | 15 holders, $3.0bn | 26 holders, $34.6bn |
Novo-nordisk A S
- Holders
- 21
- Reported value
- $4.3bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 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)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Janus Henderson Group Ltd, Marshall Wace LLP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only NVO (9)
Hudson Bay Capital Management LP, Jane Street Group LLC, Markel Group Inc, Polen Capital Management LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC
Only VRTX (14)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, 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.