Holders over time
- IQV
- VRTX
| Quarter | IQV | VRTX |
|---|---|---|
| Q3 2020 | 21 holders, $4.8bn | 31 holders, $21.9bn |
| Q4 2020 | 22 holders, $5.2bn | 30 holders, $18.4bn |
| Q1 2021 | 18 holders, $5.4bn | 31 holders, $15.4bn |
| Q2 2021 | 26 holders, $6.1bn | 30 holders, $12.7bn |
| Q3 2021 | 24 holders, $5.9bn | 35 holders, $10.1bn |
| Q4 2021 | 24 holders, $6.9bn | 28 holders, $12.4bn |
| Q1 2022 | 21 holders, $5.2bn | 23 holders, $16.1bn |
| Q2 2022 | 15 holders, $3.9bn | 25 holders, $18.1bn |
| Q3 2022 | 21 holders, $3.1bn | 22 holders, $18.4bn |
| Q4 2022 | 19 holders, $3.9bn | 28 holders, $18.4bn |
| Q1 2023 | 24 holders, $4.4bn | 26 holders, $21.4bn |
| Q2 2023 | 23 holders, $5.5bn | 27 holders, $24.7bn |
| Q3 2023 | 22 holders, $5.4bn | 33 holders, $24.3bn |
| Q4 2023 | 14 holders, $6.2bn | 32 holders, $28.6bn |
| Q1 2024 | 15 holders, $6.9bn | 31 holders, $29.8bn |
| Q2 2024 | 20 holders, $5.8bn | 29 holders, $33.4bn |
| Q3 2024 | 23 holders, $6.3bn | 27 holders, $33.5bn |
| Q4 2024 | 22 holders, $5.7bn | 26 holders, $28.5bn |
| Q1 2025 | 22 holders, $5.1bn | 21 holders, $35.4bn |
| Q2 2025 | 21 holders, $5.4bn | 21 holders, $32.3bn |
| Q3 2025 | 17 holders, $5.9bn | 22 holders, $25.9bn |
| Q4 2025 | 18 holders, $7.0bn | 26 holders, $31.8bn |
| Q1 2026 | 11 holders, $4.7bn | 25 holders, $31.8bn |
| Q2 2026 | 19 holders, $5.3bn | 26 holders, $34.6bn |
Iqvia HLDGS Inc
- Holders
- 22
- Reported value
- $5.1bn
- Buyers
- 14
- Sellers
- 9
Breadth +5 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 (7)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Invesco Ltd, Marshall Wace LLP, Renaissance Technologies LLC
Only IQV (15)
Acadian Asset Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., Farallon Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Man Group PLC, Markel Group Inc, Moore Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only VRTX (14)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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.