Holders over time
- ONC
- VRTX
| Quarter | ONC | VRTX |
|---|---|---|
| Q3 2020 | 5 holders, $2.9bn | 31 holders, $21.9bn |
| Q4 2020 | 9 holders, $2.9bn | 30 holders, $18.4bn |
| Q1 2021 | 9 holders, $4.7bn | 31 holders, $15.4bn |
| Q2 2021 | 9 holders, $4.2bn | 30 holders, $12.7bn |
| Q3 2021 | 6 holders, $4.4bn | 35 holders, $10.1bn |
| Q4 2021 | 6 holders, $3.2bn | 28 holders, $12.4bn |
| Q1 2022 | 4 holders, $2.0bn | 23 holders, $16.1bn |
| Q2 2022 | 4 holders, $1.5bn | 25 holders, $18.1bn |
| Q3 2022 | 5 holders, $1.2bn | 22 holders, $18.4bn |
| Q4 2022 | 6 holders, $2.1bn | 28 holders, $18.4bn |
| Q1 2023 | 7 holders, $1.8bn | 26 holders, $21.4bn |
| Q2 2023 | 6 holders, $1.5bn | 27 holders, $24.7bn |
| Q3 2023 | 4 holders, $1.7bn | 33 holders, $24.3bn |
| Q4 2023 | 2 holders, $1.0bn | 32 holders, $28.6bn |
| Q1 2024 | 4 holders, $926m | 31 holders, $29.8bn |
| Q2 2024 | 7 holders, $949m | 29 holders, $33.4bn |
| Q3 2024 | 7 holders, $1.6bn | 27 holders, $33.5bn |
| Q4 2024 | 4 holders, $1.3bn | 26 holders, $28.5bn |
| Q1 2025 | 14 holders, $3.4bn | 21 holders, $35.4bn |
| Q2 2025 | 6 holders, $1.3bn | 21 holders, $32.3bn |
| Q3 2025 | 8 holders, $2.1bn | 22 holders, $25.9bn |
| Q4 2025 | 9 holders, $1.8bn | 26 holders, $31.8bn |
| Q1 2026 | 9 holders, $2.1bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $2.5bn | 26 holders, $34.6bn |
Beone Medicines LTD
- Holders
- 9
- Reported value
- $1.8bn
- Buyers
- 15
- Sellers
- 8
Breadth +7 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 (6)
Baillie Gifford & Co, Fidelity (FMR LLC), Man Group PLC, Marshall Wace LLP, T. Rowe Price Associates Inc, Woodline Partners LP
Only VRTX (20)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops 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.