Holders over time
- DHR
- VRTX
| Quarter | DHR | VRTX |
|---|---|---|
| Q3 2020 | 32 holders, $29.1bn | 31 holders, $21.9bn |
| Q4 2020 | 36 holders, $29.1bn | 30 holders, $18.4bn |
| Q1 2021 | 39 holders, $29.4bn | 31 holders, $15.4bn |
| Q2 2021 | 30 holders, $33.9bn | 30 holders, $12.7bn |
| Q3 2021 | 35 holders, $37.5bn | 35 holders, $10.1bn |
| Q4 2021 | 40 holders, $39.7bn | 28 holders, $12.4bn |
| Q1 2022 | 30 holders, $33.5bn | 23 holders, $16.1bn |
| Q2 2022 | 30 holders, $28.1bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $27.1bn | 22 holders, $18.4bn |
| Q4 2022 | 31 holders, $27.1bn | 28 holders, $18.4bn |
| Q1 2023 | 40 holders, $25.3bn | 26 holders, $21.4bn |
| Q2 2023 | 44 holders, $25.4bn | 27 holders, $24.7bn |
| Q3 2023 | 38 holders, $27.3bn | 33 holders, $24.3bn |
| Q4 2023 | 32 holders, $25.2bn | 32 holders, $28.6bn |
| Q1 2024 | 33 holders, $26.8bn | 31 holders, $29.8bn |
| Q2 2024 | 25 holders, $25.0bn | 29 holders, $33.4bn |
| Q3 2024 | 30 holders, $29.0bn | 27 holders, $33.5bn |
| Q4 2024 | 33 holders, $23.9bn | 26 holders, $28.5bn |
| Q1 2025 | 43 holders, $21.5bn | 21 holders, $35.4bn |
| Q2 2025 | 41 holders, $18.6bn | 21 holders, $32.3bn |
| Q3 2025 | 38 holders, $15.9bn | 22 holders, $25.9bn |
| Q4 2025 | 39 holders, $20.4bn | 26 holders, $31.8bn |
| Q1 2026 | 36 holders, $19.5bn | 25 holders, $31.8bn |
| Q2 2026 | 37 holders, $20.8bn | 26 holders, $34.6bn |
Danaher Corp Del
- Holders
- 43
- Reported value
- $21.5bn
- Buyers
- 31
- Sellers
- 11
Breadth +20 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 (16)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Element Capital Management LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only DHR (27)
Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Man Group PLC, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, 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.