Holders over time
- GMED
- VRTX
| Quarter | GMED | VRTX |
|---|---|---|
| Q3 2020 | 8 holders, $639m | 31 holders, $21.9bn |
| Q4 2020 | 6 holders, $855m | 30 holders, $18.4bn |
| Q1 2021 | 7 holders, $779m | 31 holders, $15.4bn |
| Q2 2021 | 10 holders, $997m | 30 holders, $12.7bn |
| Q3 2021 | 9 holders, $871m | 35 holders, $10.1bn |
| Q4 2021 | 10 holders, $912m | 28 holders, $12.4bn |
| Q1 2022 | 10 holders, $934m | 23 holders, $16.1bn |
| Q2 2022 | 7 holders, $684m | 25 holders, $18.1bn |
| Q3 2022 | 6 holders, $781m | 22 holders, $18.4bn |
| Q4 2022 | 6 holders, $840m | 28 holders, $18.4bn |
| Q1 2023 | 15 holders, $720m | 26 holders, $21.4bn |
| Q2 2023 | 21 holders, $946m | 27 holders, $24.7bn |
| Q3 2023 | 17 holders, $881m | 33 holders, $24.3bn |
| Q4 2023 | 12 holders, $912m | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $772m | 31 holders, $29.8bn |
| Q2 2024 | 13 holders, $1.0bn | 29 holders, $33.4bn |
| Q3 2024 | 12 holders, $868m | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $1.4bn | 26 holders, $28.5bn |
| Q1 2025 | 13 holders, $951m | 21 holders, $35.4bn |
| Q2 2025 | 12 holders, $897m | 21 holders, $32.3bn |
| Q3 2025 | 11 holders, $765m | 22 holders, $25.9bn |
| Q4 2025 | 13 holders, $1.6bn | 26 holders, $31.8bn |
| Q1 2026 | 14 holders, $1.6bn | 25 holders, $31.8bn |
| Q2 2026 | 10 holders, $1.1bn | 26 holders, $34.6bn |
Globus Medical Inc
- Holders
- 13
- Reported value
- $1.6bn
- Buyers
- 12
- Sellers
- 20
Breadth -8 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 (7)
AllianceBernstein LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP
Only GMED (6)
Brevan Howard Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Quantbot Technologies LP, Walleye Capital LLC
Only VRTX (19)
Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Winton Group Ltd, 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.