Holders over time
- MRK
- VRTX
| Quarter | MRK | VRTX |
|---|---|---|
| Q3 2020 | 35 holders, $20.2bn | 31 holders, $21.9bn |
| Q4 2020 | 34 holders, $19.1bn | 30 holders, $18.4bn |
| Q1 2021 | 33 holders, $16.6bn | 31 holders, $15.4bn |
| Q2 2021 | 31 holders, $15.1bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $15.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $15.0bn | 28 holders, $12.4bn |
| Q1 2022 | 34 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 34 holders, $19.0bn | 25 holders, $18.1bn |
| Q3 2022 | 35 holders, $17.2bn | 22 holders, $18.4bn |
| Q4 2022 | 35 holders, $25.2bn | 28 holders, $18.4bn |
| Q1 2023 | 33 holders, $26.6bn | 26 holders, $21.4bn |
| Q2 2023 | 34 holders, $30.1bn | 27 holders, $24.7bn |
| Q3 2023 | 39 holders, $26.7bn | 33 holders, $24.3bn |
| Q4 2023 | 41 holders, $29.3bn | 32 holders, $28.6bn |
| Q1 2024 | 37 holders, $37.1bn | 31 holders, $29.8bn |
| Q2 2024 | 38 holders, $33.0bn | 29 holders, $33.4bn |
| Q3 2024 | 38 holders, $29.1bn | 27 holders, $33.5bn |
| Q4 2024 | 35 holders, $23.7bn | 26 holders, $28.5bn |
| Q1 2025 | 36 holders, $20.8bn | 21 holders, $35.4bn |
| Q2 2025 | 31 holders, $18.5bn | 21 holders, $32.3bn |
| Q3 2025 | 36 holders, $19.0bn | 22 holders, $25.9bn |
| Q4 2025 | 32 holders, $26.8bn | 26 holders, $31.8bn |
| Q1 2026 | 30 holders, $28.9bn | 25 holders, $31.8bn |
| Q2 2026 | 25 holders, $29.2bn | 26 holders, $34.6bn |
Merck & Co Inc
- Holders
- 31
- Reported value
- $18.5bn
- Buyers
- 18
- Sellers
- 13
Breadth +5 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 (17)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MRK (14)
Acadian Asset Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Moore Capital Management LP, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment 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.