Holders over time
- GMAB
- VRTX
| Quarter | GMAB | VRTX |
|---|---|---|
| Q3 2020 | 7 holders, $364m | 31 holders, $21.9bn |
| Q4 2020 | 5 holders, $238m | 30 holders, $18.4bn |
| Q1 2021 | 3 holders, $121m | 31 holders, $15.4bn |
| Q2 2021 | 3 holders, $187m | 30 holders, $12.7bn |
| Q3 2021 | 3 holders, $166m | 35 holders, $10.1bn |
| Q4 2021 | 3 holders, $168m | 28 holders, $12.4bn |
| Q1 2022 | 4 holders, $168m | 23 holders, $16.1bn |
| Q2 2022 | 4 holders, $96m | 25 holders, $18.1bn |
| Q3 2022 | 7 holders, $412m | 22 holders, $18.4bn |
| Q4 2022 | 6 holders, $422m | 28 holders, $18.4bn |
| Q1 2023 | 3 holders, $333m | 26 holders, $21.4bn |
| Q2 2023 | 2 holders, $343m | 27 holders, $24.7bn |
| Q3 2023 | 3 holders, $385m | 33 holders, $24.3bn |
| Q4 2023 | 4 holders, $548m | 32 holders, $28.6bn |
| Q1 2024 | 6 holders, $540m | 31 holders, $29.8bn |
| Q2 2024 | 6 holders, $457m | 29 holders, $33.4bn |
| Q3 2024 | 6 holders, $447m | 27 holders, $33.5bn |
| Q4 2024 | 8 holders, $480m | 26 holders, $28.5bn |
| Q1 2025 | 8 holders, $495m | 21 holders, $35.4bn |
| Q2 2025 | 10 holders, $495m | 21 holders, $32.3bn |
| Q3 2025 | 7 holders, $643m | 22 holders, $25.9bn |
| Q4 2025 | 5 holders, $617m | 26 holders, $31.8bn |
| Q1 2026 | 6 holders, $623m | 25 holders, $31.8bn |
| Q2 2026 | 7 holders, $583m | 26 holders, $34.6bn |
Genmab A S
- Holders
- 10
- Reported value
- $495m
- Buyers
- 3
- Sellers
- 7
Breadth -4 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 (6)
AllianceBernstein LP, Baillie Gifford & Co, Hudson Bay Capital Management LP, Marshall Wace LLP, Renaissance Technologies LLC, Woodline Partners LP
Only GMAB (4)
Arrowstreet Capital LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only VRTX (15)
AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group 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.