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
- 22
- Reported value
- $5.0bn
- Buyers
- 9
- Sellers
- 15
Breadth -6 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 (9)
AllianceBernstein LP, Baillie Gifford & Co, Bridgewater Associates LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Wellington Management Group LLP, Woodline Partners LP
Only EW (13)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd
Only VRTX (13)
ARK Investment Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Freestone Grove Partners LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC
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.