Holders over time
- MRK
- VRTX
| Quarter | MRK | VRTX |
|---|---|---|
| Q3 2020 | 35 holders, $20.2bn | 31 holders, $21.9bn |
| Q4 2020 | 34 holders, $19.1bn | 30 holders, $18.4bn |
| Q1 2021 | 33 holders, $16.6bn | 31 holders, $15.4bn |
| Q2 2021 | 31 holders, $15.1bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $15.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $15.0bn | 28 holders, $12.4bn |
| Q1 2022 | 34 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 34 holders, $19.0bn | 25 holders, $18.1bn |
| Q3 2022 | 35 holders, $17.2bn | 22 holders, $18.4bn |
| Q4 2022 | 35 holders, $25.2bn | 28 holders, $18.4bn |
| Q1 2023 | 33 holders, $26.6bn | 26 holders, $21.4bn |
| Q2 2023 | 34 holders, $30.1bn | 27 holders, $24.7bn |
| Q3 2023 | 39 holders, $26.7bn | 33 holders, $24.3bn |
| Q4 2023 | 41 holders, $29.3bn | 32 holders, $28.6bn |
| Q1 2024 | 37 holders, $37.1bn | 31 holders, $29.8bn |
| Q2 2024 | 38 holders, $33.0bn | 29 holders, $33.4bn |
| Q3 2024 | 38 holders, $29.1bn | 27 holders, $33.5bn |
| Q4 2024 | 35 holders, $23.7bn | 26 holders, $28.5bn |
| Q1 2025 | 36 holders, $20.8bn | 21 holders, $35.4bn |
| Q2 2025 | 31 holders, $18.5bn | 21 holders, $32.3bn |
| Q3 2025 | 36 holders, $19.0bn | 22 holders, $25.9bn |
| Q4 2025 | 32 holders, $26.8bn | 26 holders, $31.8bn |
| Q1 2026 | 30 holders, $28.9bn | 25 holders, $31.8bn |
| Q2 2026 | 25 holders, $29.2bn | 26 holders, $34.6bn |
Merck & Co Inc
- Holders
- 32
- Reported value
- $26.8bn
- Buyers
- 25
- Sellers
- 19
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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MRK (14)
AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management 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.