Holders over time
- BMRN
- VRTX
| Quarter | BMRN | VRTX |
|---|---|---|
| Q3 2020 | 12 holders, $3.0bn | 31 holders, $21.9bn |
| Q4 2020 | 12 holders, $3.7bn | 30 holders, $18.4bn |
| Q1 2021 | 10 holders, $3.1bn | 31 holders, $15.4bn |
| Q2 2021 | 11 holders, $3.4bn | 30 holders, $12.7bn |
| Q3 2021 | 14 holders, $3.0bn | 35 holders, $10.1bn |
| Q4 2021 | 14 holders, $3.4bn | 28 holders, $12.4bn |
| Q1 2022 | 19 holders, $3.0bn | 23 holders, $16.1bn |
| Q2 2022 | 21 holders, $2.9bn | 25 holders, $18.1bn |
| Q3 2022 | 25 holders, $3.1bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $4.0bn | 28 holders, $18.4bn |
| Q1 2023 | 20 holders, $3.3bn | 26 holders, $21.4bn |
| Q2 2023 | 18 holders, $2.9bn | 27 holders, $24.7bn |
| Q3 2023 | 18 holders, $2.9bn | 33 holders, $24.3bn |
| Q4 2023 | 22 holders, $4.1bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $3.6bn | 31 holders, $29.8bn |
| Q2 2024 | 16 holders, $3.3bn | 29 holders, $33.4bn |
| Q3 2024 | 16 holders, $3.0bn | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $3.0bn | 26 holders, $28.5bn |
| Q1 2025 | 16 holders, $3.3bn | 21 holders, $35.4bn |
| Q2 2025 | 16 holders, $2.5bn | 21 holders, $32.3bn |
| Q3 2025 | 16 holders, $2.3bn | 22 holders, $25.9bn |
| Q4 2025 | 21 holders, $2.4bn | 26 holders, $31.8bn |
| Q1 2026 | 15 holders, $2.6bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $2.2bn | 26 holders, $34.6bn |
Biomarin Pharmaceutical Inc
- Holders
- 21
- Reported value
- $2.4bn
- Buyers
- 24
- Sellers
- 19
Breadth +5 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)
Acadian Asset Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Hudson Bay Capital Management LP, Man Group PLC, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Winton Group Ltd
Only BMRN (11)
AQR Capital Management LLC, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Viking Global Investors LP, Voloridge Investment Management LLC, Walleye Capital LLC
Only VRTX (16)
AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, 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.