Holders over time
- BSX
- VRTX
| Quarter | BSX | VRTX |
|---|---|---|
| Q3 2020 | 31 holders, $15.0bn | 31 holders, $21.9bn |
| Q4 2020 | 35 holders, $13.6bn | 30 holders, $18.4bn |
| Q1 2021 | 29 holders, $15.7bn | 31 holders, $15.4bn |
| Q2 2021 | 27 holders, $18.2bn | 30 holders, $12.7bn |
| Q3 2021 | 27 holders, $18.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $17.4bn | 28 holders, $12.4bn |
| Q1 2022 | 32 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 30 holders, $14.0bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $14.5bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $16.6bn | 28 holders, $18.4bn |
| Q1 2023 | 32 holders, $18.5bn | 26 holders, $21.4bn |
| Q2 2023 | 37 holders, $19.6bn | 27 holders, $24.7bn |
| Q3 2023 | 33 holders, $19.7bn | 33 holders, $24.3bn |
| Q4 2023 | 30 holders, $20.6bn | 32 holders, $28.6bn |
| Q1 2024 | 33 holders, $24.0bn | 31 holders, $29.8bn |
| Q2 2024 | 35 holders, $26.8bn | 29 holders, $33.4bn |
| Q3 2024 | 40 holders, $28.3bn | 27 holders, $33.5bn |
| Q4 2024 | 40 holders, $29.4bn | 26 holders, $28.5bn |
| Q1 2025 | 44 holders, $33.1bn | 21 holders, $35.4bn |
| Q2 2025 | 44 holders, $33.6bn | 21 holders, $32.3bn |
| Q3 2025 | 48 holders, $29.5bn | 22 holders, $25.9bn |
| Q4 2025 | 49 holders, $28.5bn | 26 holders, $31.8bn |
| Q1 2026 | 45 holders, $17.2bn | 25 holders, $31.8bn |
| Q2 2026 | 40 holders, $13.0bn | 26 holders, $34.6bn |
Boston Scientific Corp
- Holders
- 44
- Reported value
- $33.1bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 21
- Reported value
- $35.4bn
- Buyers
- 10
- Sellers
- 11
Breadth -1 among 95 comparable managers.
Who holds both, Q1 2025
Both (17)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only BSX (27)
Acadian Asset Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, and 2 more
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.