Holders over time
- BBIO
- VRTX
| Quarter | BBIO | VRTX |
|---|---|---|
| Q3 2020 | 4 holders, $1.1bn | 31 holders, $21.9bn |
| Q4 2020 | 5 holders, $2.0bn | 30 holders, $18.4bn |
| Q1 2021 | 5 holders, $1.9bn | 31 holders, $15.4bn |
| Q2 2021 | 5 holders, $1.8bn | 30 holders, $12.7bn |
| Q3 2021 | 4 holders, $1.4bn | 35 holders, $10.1bn |
| Q4 2021 | 2 holders, $452m | 28 holders, $12.4bn |
| Q1 2022 | 2 holders, $276m | 23 holders, $16.1bn |
| Q2 2022 | 2 holders, $246m | 25 holders, $18.1bn |
| Q3 2022 | 3 holders, $271m | 22 holders, $18.4bn |
| Q4 2022 | 2 holders, $204m | 28 holders, $18.4bn |
| Q1 2023 | 4 holders, $477m | 26 holders, $21.4bn |
| Q2 2023 | 2 holders, $463m | 27 holders, $24.7bn |
| Q3 2023 | 9 holders, $898m | 33 holders, $24.3bn |
| Q4 2023 | 9 holders, $1.3bn | 32 holders, $28.6bn |
| Q1 2024 | 7 holders, $1.1bn | 31 holders, $29.8bn |
| Q2 2024 | 4 holders, $826m | 29 holders, $33.4bn |
| Q3 2024 | 8 holders, $927m | 27 holders, $33.5bn |
| Q4 2024 | 7 holders, $1.2bn | 26 holders, $28.5bn |
| Q1 2025 | 9 holders, $1.6bn | 21 holders, $35.4bn |
| Q2 2025 | 15 holders, $2.3bn | 21 holders, $32.3bn |
| Q3 2025 | 14 holders, $2.3bn | 22 holders, $25.9bn |
| Q4 2025 | 18 holders, $4.3bn | 26 holders, $31.8bn |
| Q1 2026 | 20 holders, $4.4bn | 25 holders, $31.8bn |
| Q2 2026 | 18 holders, $4.5bn | 26 holders, $34.6bn |
Bridgebio Pharma Inc
- Holders
- 18
- Reported value
- $4.3bn
- Buyers
- 22
- Sellers
- 12
Breadth +10 among 92 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $31.8bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 92 comparable managers.
Who holds both, Q4 2025
Both (8)
AllianceBernstein LP, Capital Research Global Investors, Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only BBIO (10)
Artisan Partners LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, Polen Capital Management LLC, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC
Only VRTX (18)
Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Winton Group Ltd
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.