Holders over time
- SOLV
- VRTX
| Quarter | SOLV | 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 | 2 holders, $4.5m | 31 holders, $29.8bn |
| Q2 2024 | 9 holders, $532m | 29 holders, $33.4bn |
| Q3 2024 | 8 holders, $863m | 27 holders, $33.5bn |
| Q4 2024 | 5 holders, $829m | 26 holders, $28.5bn |
| Q1 2025 | 6 holders, $925m | 21 holders, $35.4bn |
| Q2 2025 | 4 holders, $802m | 21 holders, $32.3bn |
| Q3 2025 | 7 holders, $769m | 22 holders, $25.9bn |
| Q4 2025 | 9 holders, $821m | 26 holders, $31.8bn |
| Q1 2026 | 6 holders, $648m | 25 holders, $31.8bn |
| Q2 2026 | 4 holders, $655m | 26 holders, $34.6bn |
Solventum Corp
- Holders
- 9
- Reported value
- $821m
- Buyers
- 25
- Sellers
- 13
Breadth +12 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 (4)
Acadian Asset Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Winton Group Ltd
Only SOLV (5)
Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Quantbot Technologies LP, Trian Fund Management LP
Only VRTX (22)
AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, 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, 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.