Holders over time
- EW
- VRTX
| Quarter | EW | VRTX |
|---|---|---|
| Q3 2020 | 21 holders, $6.1bn | 31 holders, $21.9bn |
| Q4 2020 | 14 holders, $6.3bn | 30 holders, $18.4bn |
| Q1 2021 | 22 holders, $6.0bn | 31 holders, $15.4bn |
| Q2 2021 | 25 holders, $7.7bn | 30 holders, $12.7bn |
| Q3 2021 | 22 holders, $8.5bn | 35 holders, $10.1bn |
| Q4 2021 | 20 holders, $9.2bn | 28 holders, $12.4bn |
| Q1 2022 | 22 holders, $7.9bn | 23 holders, $16.1bn |
| Q2 2022 | 22 holders, $6.6bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $6.2bn | 22 holders, $18.4bn |
| Q4 2022 | 28 holders, $5.8bn | 28 holders, $18.4bn |
| Q1 2023 | 26 holders, $5.8bn | 26 holders, $21.4bn |
| Q2 2023 | 25 holders, $5.9bn | 27 holders, $24.7bn |
| Q3 2023 | 25 holders, $4.6bn | 33 holders, $24.3bn |
| Q4 2023 | 22 holders, $5.1bn | 32 holders, $28.6bn |
| Q1 2024 | 23 holders, $7.0bn | 31 holders, $29.8bn |
| Q2 2024 | 20 holders, $6.8bn | 29 holders, $33.4bn |
| Q3 2024 | 19 holders, $3.8bn | 27 holders, $33.5bn |
| Q4 2024 | 22 holders, $5.0bn | 26 holders, $28.5bn |
| Q1 2025 | 23 holders, $5.0bn | 21 holders, $35.4bn |
| Q2 2025 | 23 holders, $5.2bn | 21 holders, $32.3bn |
| Q3 2025 | 22 holders, $5.0bn | 22 holders, $25.9bn |
| Q4 2025 | 23 holders, $5.9bn | 26 holders, $31.8bn |
| Q1 2026 | 25 holders, $6.0bn | 25 holders, $31.8bn |
| Q2 2026 | 25 holders, $6.9bn | 26 holders, $34.6bn |
Edwards Lifesciences Corp
- Holders
- 23
- Reported value
- $5.2bn
- Buyers
- 17
- Sellers
- 7
Breadth +10 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 (11)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, Wellington Management Group LLP, Woodline Partners LP
Only EW (12)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Winton Group Ltd
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.