Holders over time
- BMRN
- VRTX
| Quarter | BMRN | VRTX |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 31 holders, $21.9bn |
| Q4 2020 | 12 holders, $3.7bn | 30 holders, $18.4bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $15.4bn |
| Q2 2021 | 11 holders, $3.4bn | 30 holders, $12.7bn |
| Q3 2021 | 14 holders, $3.0bn | 35 holders, $10.1bn |
| Q4 2021 | 14 holders, $3.4bn | 28 holders, $12.4bn |
| Q1 2022 | 19 holders, $3.0bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $2.9bn | 25 holders, $18.1bn |
| Q3 2022 | 25 holders, $3.1bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $4.0bn | 28 holders, $18.4bn |
| Q1 2023 | 20 holders, $3.3bn | 26 holders, $21.4bn |
| Q2 2023 | 18 holders, $2.9bn | 27 holders, $24.7bn |
| Q3 2023 | 18 holders, $2.9bn | 33 holders, $24.3bn |
| Q4 2023 | 22 holders, $4.1bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $3.6bn | 31 holders, $29.8bn |
| Q2 2024 | 16 holders, $3.3bn | 29 holders, $33.4bn |
| Q3 2024 | 16 holders, $3.0bn | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $3.0bn | 26 holders, $28.5bn |
| Q1 2025 | 16 holders, $3.3bn | 21 holders, $35.4bn |
| Q2 2025 | 16 holders, $2.5bn | 21 holders, $32.3bn |
| Q3 2025 | 16 holders, $2.3bn | 22 holders, $25.9bn |
| Q4 2025 | 21 holders, $2.4bn | 26 holders, $31.8bn |
| Q1 2026 | 15 holders, $2.6bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $2.2bn | 26 holders, $34.6bn |
Biomarin Pharmaceutical Inc
- Holders
- 16
- Reported value
- $2.3bn
- Buyers
- 10
- Sellers
- 5
Breadth +5 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 22
- Reported value
- $25.9bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (8)
Bridgewater Associates LP, Capital Research Global Investors, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Man Group PLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC
Only BMRN (8)
Acadian Asset Management LLC, AQR Capital Management LLC, Dodge & Cox, Millennium Management LLC, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Viking Global Investors LP, Winton Group Ltd
Only VRTX (14)
AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, 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.