Holders over time
- MDLN
- VRTX
| Quarter | MDLN | VRTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 31 holders, $21.9bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $18.4bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $15.4bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $12.7bn |
| Q3 2021 | none listed holders, n.a. | 35 holders, $10.1bn |
| Q4 2021 | none listed holders, n.a. | 28 holders, $12.4bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $16.1bn |
| Q2 2022 | none listed holders, n.a. | 25 holders, $18.1bn |
| Q3 2022 | none listed holders, n.a. | 22 holders, $18.4bn |
| Q4 2022 | none listed holders, n.a. | 28 holders, $18.4bn |
| Q1 2023 | none listed holders, n.a. | 26 holders, $21.4bn |
| Q2 2023 | none listed holders, n.a. | 27 holders, $24.7bn |
| Q3 2023 | none listed holders, n.a. | 33 holders, $24.3bn |
| Q4 2023 | none listed holders, n.a. | 32 holders, $28.6bn |
| Q1 2024 | none listed holders, n.a. | 31 holders, $29.8bn |
| Q2 2024 | none listed holders, n.a. | 29 holders, $33.4bn |
| Q3 2024 | none listed holders, n.a. | 27 holders, $33.5bn |
| Q4 2024 | none listed holders, n.a. | 26 holders, $28.5bn |
| Q1 2025 | none listed holders, n.a. | 21 holders, $35.4bn |
| Q2 2025 | none listed holders, n.a. | 21 holders, $32.3bn |
| Q3 2025 | none listed holders, n.a. | 22 holders, $25.9bn |
| Q4 2025 | 28 holders, $5.5bn | 26 holders, $31.8bn |
| Q1 2026 | 28 holders, $7.9bn | 25 holders, $31.8bn |
| Q2 2026 | 21 holders, $9.1bn | 26 holders, $34.6bn |
- Holders
- 28
- Reported value
- $5.5bn
- Buyers
- 39
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
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 (11)
Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only MDLN (17)
Artisan Partners LP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Durable Capital Partners LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Lone Pine Capital LLC, Maverick Capital Ltd, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC
Only VRTX (15)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Wellington Management Group LLP, 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.