Holders over time
- NBIX
- ARGX
| Quarter | NBIX | ARGX |
|---|---|---|
| Q3 2020 | 15 holders, $2.6bn | 8 holders, $3.6bn |
| Q4 2020 | 12 holders, $2.6bn | 7 holders, $4.1bn |
| Q1 2021 | 6 holders, $2.3bn | 8 holders, $4.1bn |
| Q2 2021 | 9 holders, $1.5bn | 9 holders, $4.6bn |
| Q3 2021 | 8 holders, $1.5bn | 8 holders, $4.5bn |
| Q4 2021 | 14 holders, $1.3bn | 9 holders, $5.3bn |
| Q1 2022 | 15 holders, $1.4bn | 8 holders, $5.3bn |
| Q2 2022 | 11 holders, $1.3bn | 13 holders, $6.5bn |
| Q3 2022 | 14 holders, $1.0bn | 14 holders, $5.3bn |
| Q4 2022 | 15 holders, $1.2bn | 13 holders, $5.5bn |
| Q1 2023 | 17 holders, $860m | 13 holders, $5.9bn |
| Q2 2023 | 16 holders, $1.1bn | 18 holders, $6.6bn |
| Q3 2023 | 24 holders, $1.4bn | 21 holders, $8.7bn |
| Q4 2023 | 21 holders, $1.6bn | 17 holders, $6.3bn |
| Q1 2024 | 19 holders, $1.5bn | 13 holders, $6.8bn |
| Q2 2024 | 17 holders, $1.4bn | 14 holders, $7.9bn |
| Q3 2024 | 11 holders, $1.2bn | 13 holders, $10.7bn |
| Q4 2024 | 14 holders, $2.0bn | 14 holders, $12.3bn |
| Q1 2025 | 14 holders, $1.6bn | 17 holders, $11.8bn |
| Q2 2025 | 16 holders, $2.5bn | 18 holders, $10.8bn |
| Q3 2025 | 15 holders, $2.6bn | 16 holders, $13.8bn |
| Q4 2025 | 21 holders, $2.8bn | 16 holders, $14.8bn |
| Q1 2026 | 17 holders, $2.9bn | 11 holders, $12.3bn |
| Q2 2026 | 10 holders, $2.7bn | 14 holders, $15.0bn |
Neurocrine Biosciences Inc
- Holders
- 14
- Reported value
- $1.6bn
- Buyers
- 10
- Sellers
- 4
Breadth +6 among 95 comparable managers.
Argenx Se
- Holders
- 17
- Reported value
- $11.8bn
- Buyers
- 9
- Sellers
- 9
Breadth 0 among 95 comparable managers.
Who holds both, Q1 2025
Both (4)
Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only NBIX (10)
AQR Capital Management LLC, Bridgewater Associates LP, Dodge & Cox, Freestone Grove Partners LP, Hudson Bay Capital Management LP, PDT Partners LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Walleye Capital LLC, Winton Group Ltd
Only ARGX (13)
Artisan Partners LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
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.