Holders over time
- INSM
- VRTX
| Quarter | INSM | VRTX |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 31 holders, $21.9bn |
| Q4 2020 | 8 holders, $1.0bn | 30 holders, $18.4bn |
| Q1 2021 | 6 holders, $816m | 31 holders, $15.4bn |
| Q2 2021 | 6 holders, $800m | 30 holders, $12.7bn |
| Q3 2021 | 7 holders, $803m | 35 holders, $10.1bn |
| Q4 2021 | 7 holders, $760m | 28 holders, $12.4bn |
| Q1 2022 | 8 holders, $680m | 23 holders, $16.1bn |
| Q2 2022 | 7 holders, $566m | 25 holders, $18.1bn |
| Q3 2022 | 10 holders, $379m | 22 holders, $18.4bn |
| Q4 2022 | 8 holders, $360m | 28 holders, $18.4bn |
| Q1 2023 | 6 holders, $282m | 26 holders, $21.4bn |
| Q2 2023 | 6 holders, $353m | 27 holders, $24.7bn |
| Q3 2023 | 7 holders, $415m | 33 holders, $24.3bn |
| Q4 2023 | 8 holders, $539m | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $437m | 31 holders, $29.8bn |
| Q2 2024 | 16 holders, $2.2bn | 29 holders, $33.4bn |
| Q3 2024 | 18 holders, $2.3bn | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $1.6bn | 26 holders, $28.5bn |
| Q1 2025 | 14 holders, $1.9bn | 21 holders, $35.4bn |
| Q2 2025 | 23 holders, $3.7bn | 21 holders, $32.3bn |
| Q3 2025 | 20 holders, $5.8bn | 22 holders, $25.9bn |
| Q4 2025 | 19 holders, $6.6bn | 26 holders, $31.8bn |
| Q1 2026 | 19 holders, $7.0bn | 25 holders, $31.8bn |
| Q2 2026 | 21 holders, $5.0bn | 26 holders, $34.6bn |
Insmed Inc
- Holders
- 20
- Reported value
- $5.8bn
- Buyers
- 10
- Sellers
- 9
Breadth +1 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)
AllianceBernstein LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Woodline Partners LP
Only INSM (12)
Artisan Partners LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Farallon Capital Management LLC, Holocene Advisors LP, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP
Only VRTX (14)
ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Tudor Investment Corp, 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.