Holders over time
- GMED
- VRTX
| Quarter | GMED | VRTX |
|---|---|---|
| Q3 2020 | 8 holders, $639m | 31 holders, $21.9bn |
| Q4 2020 | 6 holders, $855m | 30 holders, $18.4bn |
| Q1 2021 | 7 holders, $779m | 31 holders, $15.4bn |
| Q2 2021 | 10 holders, $997m | 30 holders, $12.7bn |
| Q3 2021 | 9 holders, $871m | 35 holders, $10.1bn |
| Q4 2021 | 10 holders, $912m | 28 holders, $12.4bn |
| Q1 2022 | 10 holders, $934m | 23 holders, $16.1bn |
| Q2 2022 | 7 holders, $684m | 25 holders, $18.1bn |
| Q3 2022 | 6 holders, $781m | 22 holders, $18.4bn |
| Q4 2022 | 6 holders, $840m | 28 holders, $18.4bn |
| Q1 2023 | 15 holders, $720m | 26 holders, $21.4bn |
| Q2 2023 | 21 holders, $946m | 27 holders, $24.7bn |
| Q3 2023 | 17 holders, $881m | 33 holders, $24.3bn |
| Q4 2023 | 12 holders, $912m | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $772m | 31 holders, $29.8bn |
| Q2 2024 | 13 holders, $1.0bn | 29 holders, $33.4bn |
| Q3 2024 | 12 holders, $868m | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $1.4bn | 26 holders, $28.5bn |
| Q1 2025 | 13 holders, $951m | 21 holders, $35.4bn |
| Q2 2025 | 12 holders, $897m | 21 holders, $32.3bn |
| Q3 2025 | 11 holders, $765m | 22 holders, $25.9bn |
| Q4 2025 | 13 holders, $1.6bn | 26 holders, $31.8bn |
| Q1 2026 | 14 holders, $1.6bn | 25 holders, $31.8bn |
| Q2 2026 | 10 holders, $1.1bn | 26 holders, $34.6bn |
Globus Medical Inc
- Holders
- 12
- Reported value
- $897m
- Buyers
- 10
- Sellers
- 1
Breadth +9 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 (7)
Bridgewater Associates LP, Capital World Investors, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Wellington Management Group LLP
Only GMED (5)
Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Walleye Capital LLC, Winton Group Ltd
Only VRTX (14)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
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.