Holders over time
- REGN
- VRTX
| Quarter | REGN | VRTX |
|---|---|---|
| Q3 2020 | 24 holders, $17.4bn | 31 holders, $21.9bn |
| Q4 2020 | 26 holders, $15.2bn | 30 holders, $18.4bn |
| Q1 2021 | 22 holders, $13.7bn | 31 holders, $15.4bn |
| Q2 2021 | 27 holders, $15.3bn | 30 holders, $12.7bn |
| Q3 2021 | 26 holders, $15.5bn | 35 holders, $10.1bn |
| Q4 2021 | 28 holders, $16.3bn | 28 holders, $12.4bn |
| Q1 2022 | 25 holders, $19.2bn | 23 holders, $16.1bn |
| Q2 2022 | 26 holders, $16.5bn | 25 holders, $18.1bn |
| Q3 2022 | 24 holders, $19.0bn | 22 holders, $18.4bn |
| Q4 2022 | 30 holders, $20.2bn | 28 holders, $18.4bn |
| Q1 2023 | 32 holders, $22.3bn | 26 holders, $21.4bn |
| Q2 2023 | 28 holders, $18.8bn | 27 holders, $24.7bn |
| Q3 2023 | 26 holders, $21.1bn | 33 holders, $24.3bn |
| Q4 2023 | 35 holders, $21.9bn | 32 holders, $28.6bn |
| Q1 2024 | 28 holders, $23.6bn | 31 holders, $29.8bn |
| Q2 2024 | 28 holders, $25.6bn | 29 holders, $33.4bn |
| Q3 2024 | 31 holders, $25.0bn | 27 holders, $33.5bn |
| Q4 2024 | 27 holders, $13.8bn | 26 holders, $28.5bn |
| Q1 2025 | 29 holders, $12.2bn | 21 holders, $35.4bn |
| Q2 2025 | 32 holders, $9.3bn | 21 holders, $32.3bn |
| Q3 2025 | 33 holders, $10.1bn | 22 holders, $25.9bn |
| Q4 2025 | 33 holders, $16.3bn | 26 holders, $31.8bn |
| Q1 2026 | 24 holders, $15.2bn | 25 holders, $31.8bn |
| Q2 2026 | 22 holders, $10.6bn | 26 holders, $34.6bn |
Regeneron Pharmaceuticals
- Holders
- 29
- Reported value
- $12.2bn
- Buyers
- 20
- Sellers
- 10
Breadth +10 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 (14)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Capital Research Global Investors, Capital World Investors, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only REGN (15)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Man Group PLC, Southeastern Asset Management Inc, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, 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.