Holders over time
- BDX
- VRTX
| Quarter | BDX | VRTX |
|---|---|---|
| Q3 2020 | 25 holders, $11.3bn | 31 holders, $21.9bn |
| Q4 2020 | 28 holders, $10.4bn | 30 holders, $18.4bn |
| Q1 2021 | 26 holders, $9.4bn | 31 holders, $15.4bn |
| Q2 2021 | 19 holders, $9.0bn | 30 holders, $12.7bn |
| Q3 2021 | 18 holders, $10.3bn | 35 holders, $10.1bn |
| Q4 2021 | 18 holders, $11.1bn | 28 holders, $12.4bn |
| Q1 2022 | 21 holders, $10.5bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $13.5bn | 25 holders, $18.1bn |
| Q3 2022 | 23 holders, $11.0bn | 22 holders, $18.4bn |
| Q4 2022 | 27 holders, $12.5bn | 28 holders, $18.4bn |
| Q1 2023 | 28 holders, $11.1bn | 26 holders, $21.4bn |
| Q2 2023 | 26 holders, $11.7bn | 27 holders, $24.7bn |
| Q3 2023 | 23 holders, $10.3bn | 33 holders, $24.3bn |
| Q4 2023 | 27 holders, $8.7bn | 32 holders, $28.6bn |
| Q1 2024 | 25 holders, $8.4bn | 31 holders, $29.8bn |
| Q2 2024 | 31 holders, $8.1bn | 29 holders, $33.4bn |
| Q3 2024 | 26 holders, $8.6bn | 27 holders, $33.5bn |
| Q4 2024 | 26 holders, $8.4bn | 26 holders, $28.5bn |
| Q1 2025 | 22 holders, $8.6bn | 21 holders, $35.4bn |
| Q2 2025 | 24 holders, $7.3bn | 21 holders, $32.3bn |
| Q3 2025 | 13 holders, $7.3bn | 22 holders, $25.9bn |
| Q4 2025 | 17 holders, $8.6bn | 26 holders, $31.8bn |
| Q1 2026 | 15 holders, $8.5bn | 25 holders, $31.8bn |
| Q2 2026 | 11 holders, $8.4bn | 26 holders, $34.6bn |
Becton Dickinson & Co
- Holders
- 17
- Reported value
- $8.6bn
- Buyers
- 20
- Sellers
- 14
Breadth +6 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 (10)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only BDX (7)
AQR Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Starboard Value LP, Steadfast Capital Management LP
Only VRTX (16)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Man Group PLC, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, 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.