Holders over time
- BBIO
- VRTX
| Quarter | BBIO | VRTX |
|---|---|---|
| Q3 2020 | 4 holders, $1.1bn | 31 holders, $21.9bn |
| Q4 2020 | 5 holders, $2.0bn | 30 holders, $18.4bn |
| Q1 2021 | 5 holders, $1.9bn | 31 holders, $15.4bn |
| Q2 2021 | 5 holders, $1.8bn | 30 holders, $12.7bn |
| Q3 2021 | 4 holders, $1.4bn | 35 holders, $10.1bn |
| Q4 2021 | 2 holders, $452m | 28 holders, $12.4bn |
| Q1 2022 | 2 holders, $276m | 23 holders, $16.1bn |
| Q2 2022 | 2 holders, $246m | 25 holders, $18.1bn |
| Q3 2022 | 3 holders, $271m | 22 holders, $18.4bn |
| Q4 2022 | 2 holders, $204m | 28 holders, $18.4bn |
| Q1 2023 | 4 holders, $477m | 26 holders, $21.4bn |
| Q2 2023 | 2 holders, $463m | 27 holders, $24.7bn |
| Q3 2023 | 9 holders, $898m | 33 holders, $24.3bn |
| Q4 2023 | 9 holders, $1.3bn | 32 holders, $28.6bn |
| Q1 2024 | 7 holders, $1.1bn | 31 holders, $29.8bn |
| Q2 2024 | 4 holders, $826m | 29 holders, $33.4bn |
| Q3 2024 | 8 holders, $927m | 27 holders, $33.5bn |
| Q4 2024 | 7 holders, $1.2bn | 26 holders, $28.5bn |
| Q1 2025 | 9 holders, $1.6bn | 21 holders, $35.4bn |
| Q2 2025 | 15 holders, $2.3bn | 21 holders, $32.3bn |
| Q3 2025 | 14 holders, $2.3bn | 22 holders, $25.9bn |
| Q4 2025 | 18 holders, $4.3bn | 26 holders, $31.8bn |
| Q1 2026 | 20 holders, $4.4bn | 25 holders, $31.8bn |
| Q2 2026 | 18 holders, $4.5bn | 26 holders, $34.6bn |
Bridgebio Pharma Inc
- Holders
- 15
- Reported value
- $2.3bn
- Buyers
- 11
- Sellers
- 4
Breadth +7 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 21
- Reported value
- $32.3bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (5)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Janus Henderson Group Ltd, Woodline Partners LP
Only BBIO (10)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Farallon Capital Management LLC, Polen Capital Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Winton Group Ltd
Only VRTX (16)
AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital World Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
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.