Holders over time
- VTRS
- VRTX
| Quarter | VTRS | VRTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 31 holders, $21.9bn |
| Q4 2020 | 14 holders, $2.4bn | 30 holders, $18.4bn |
| Q1 2021 | 16 holders, $1.5bn | 31 holders, $15.4bn |
| Q2 2021 | 9 holders, $1.3bn | 30 holders, $12.7bn |
| Q3 2021 | 11 holders, $1.0bn | 35 holders, $10.1bn |
| Q4 2021 | 11 holders, $1.1bn | 28 holders, $12.4bn |
| Q1 2022 | 9 holders, $832m | 23 holders, $16.1bn |
| Q2 2022 | 13 holders, $1.0bn | 25 holders, $18.1bn |
| Q3 2022 | 12 holders, $714m | 22 holders, $18.4bn |
| Q4 2022 | 13 holders, $1.3bn | 28 holders, $18.4bn |
| Q1 2023 | 11 holders, $984m | 26 holders, $21.4bn |
| Q2 2023 | 13 holders, $1.1bn | 27 holders, $24.7bn |
| Q3 2023 | 13 holders, $1.1bn | 33 holders, $24.3bn |
| Q4 2023 | 10 holders, $1.1bn | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $1.3bn | 31 holders, $29.8bn |
| Q2 2024 | 12 holders, $1.1bn | 29 holders, $33.4bn |
| Q3 2024 | 13 holders, $1.2bn | 27 holders, $33.5bn |
| Q4 2024 | 9 holders, $1.4bn | 26 holders, $28.5bn |
| Q1 2025 | 9 holders, $819m | 21 holders, $35.4bn |
| Q2 2025 | 13 holders, $914m | 21 holders, $32.3bn |
| Q3 2025 | 9 holders, $1.1bn | 22 holders, $25.9bn |
| Q4 2025 | 10 holders, $1.3bn | 26 holders, $31.8bn |
| Q1 2026 | 13 holders, $1.4bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $3.1bn | 26 holders, $34.6bn |
Viatris Inc
- Holders
- 9
- Reported value
- $1.1bn
- Buyers
- 5
- Sellers
- 4
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 (4)
Arrowstreet Capital LP, Bridgewater Associates LP, T. Rowe Price Associates Inc, Woodline Partners LP
Only VTRS (5)
Caxton Associates LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Schonfeld Strategic Advisors LLC
Only VRTX (18)
AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC, 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.