Holders over time
- WST
- VRTX
| Quarter | WST | VRTX |
|---|---|---|
| Q3 2020 | 20 holders, $3.8bn | 31 holders, $21.9bn |
| Q4 2020 | 18 holders, $3.9bn | 30 holders, $18.4bn |
| Q1 2021 | 15 holders, $3.6bn | 31 holders, $15.4bn |
| Q2 2021 | 16 holders, $4.9bn | 30 holders, $12.7bn |
| Q3 2021 | 21 holders, $5.9bn | 35 holders, $10.1bn |
| Q4 2021 | 18 holders, $6.8bn | 28 holders, $12.4bn |
| Q1 2022 | 20 holders, $6.3bn | 23 holders, $16.1bn |
| Q2 2022 | 19 holders, $4.4bn | 25 holders, $18.1bn |
| Q3 2022 | 23 holders, $2.9bn | 22 holders, $18.4bn |
| Q4 2022 | 20 holders, $2.2bn | 28 holders, $18.4bn |
| Q1 2023 | 19 holders, $3.9bn | 26 holders, $21.4bn |
| Q2 2023 | 19 holders, $4.1bn | 27 holders, $24.7bn |
| Q3 2023 | 20 holders, $4.3bn | 33 holders, $24.3bn |
| Q4 2023 | 16 holders, $3.5bn | 32 holders, $28.6bn |
| Q1 2024 | 17 holders, $4.1bn | 31 holders, $29.8bn |
| Q2 2024 | 14 holders, $3.2bn | 29 holders, $33.4bn |
| Q3 2024 | 14 holders, $2.9bn | 27 holders, $33.5bn |
| Q4 2024 | 17 holders, $3.0bn | 26 holders, $28.5bn |
| Q1 2025 | 12 holders, $1.4bn | 21 holders, $35.4bn |
| Q2 2025 | 13 holders, $1.3bn | 21 holders, $32.3bn |
| Q3 2025 | 13 holders, $2.1bn | 22 holders, $25.9bn |
| Q4 2025 | 16 holders, $1.6bn | 26 holders, $31.8bn |
| Q1 2026 | 12 holders, $1.3bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $3.1bn | 26 holders, $34.6bn |
West Pharmaceutical SVSC Inc
- Holders
- 16
- Reported value
- $1.6bn
- Buyers
- 25
- Sellers
- 14
Breadth +11 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)
Arrowstreet Capital LP, Hudson Bay Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC
Only WST (12)
AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Steadfast Capital Management LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC
Only VRTX (22)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World 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, 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.