Holders over time
- MEDP
- VRTX
| Quarter | MEDP | VRTX |
|---|---|---|
| Q3 2020 | 12 holders, $218m | 31 holders, $21.9bn |
| Q4 2020 | 8 holders, $187m | 30 holders, $18.4bn |
| Q1 2021 | 9 holders, $153m | 31 holders, $15.4bn |
| Q2 2021 | 8 holders, $156m | 30 holders, $12.7bn |
| Q3 2021 | 11 holders, $413m | 35 holders, $10.1bn |
| Q4 2021 | 12 holders, $668m | 28 holders, $12.4bn |
| Q1 2022 | 6 holders, $107m | 23 holders, $16.1bn |
| Q2 2022 | 5 holders, $97m | 25 holders, $18.1bn |
| Q3 2022 | 3 holders, $59m | 22 holders, $18.4bn |
| Q4 2022 | 10 holders, $269m | 28 holders, $18.4bn |
| Q1 2023 | 14 holders, $275m | 26 holders, $21.4bn |
| Q2 2023 | 17 holders, $468m | 27 holders, $24.7bn |
| Q3 2023 | 15 holders, $378m | 33 holders, $24.3bn |
| Q4 2023 | 14 holders, $501m | 32 holders, $28.6bn |
| Q1 2024 | 17 holders, $1.2bn | 31 holders, $29.8bn |
| Q2 2024 | 18 holders, $1.3bn | 29 holders, $33.4bn |
| Q3 2024 | 15 holders, $918m | 27 holders, $33.5bn |
| Q4 2024 | 15 holders, $1.2bn | 26 holders, $28.5bn |
| Q1 2025 | 12 holders, $986m | 21 holders, $35.4bn |
| Q2 2025 | 14 holders, $1.2bn | 21 holders, $32.3bn |
| Q3 2025 | 17 holders, $1.9bn | 22 holders, $25.9bn |
| Q4 2025 | 14 holders, $2.1bn | 26 holders, $31.8bn |
| Q1 2026 | 12 holders, $1.8bn | 25 holders, $31.8bn |
| Q2 2026 | 9 holders, $2.7bn | 26 holders, $34.6bn |
Medpace HLDGS Inc
- Holders
- 17
- Reported value
- $1.9bn
- Buyers
- 9
- Sellers
- 8
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)
Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Freestone Grove Partners LP, Janus Henderson Group Ltd, Man Group PLC, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only MEDP (9)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP
Only VRTX (14)
AllianceBernstein LP, ARK Investment Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops 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.