Holders over time
- BBIO
- VRTX
| Quarter | BBIO | VRTX |
|---|---|---|
| Q3 2020 | 4 holders, $1.1bn | 31 holders, $21.9bn |
| Q4 2020 | 5 holders, $2.0bn | 30 holders, $18.4bn |
| Q1 2021 | 5 holders, $1.9bn | 31 holders, $15.4bn |
| Q2 2021 | 5 holders, $1.8bn | 30 holders, $12.7bn |
| Q3 2021 | 4 holders, $1.4bn | 35 holders, $10.1bn |
| Q4 2021 | 2 holders, $452m | 28 holders, $12.4bn |
| Q1 2022 | 2 holders, $276m | 23 holders, $16.1bn |
| Q2 2022 | 2 holders, $246m | 25 holders, $18.1bn |
| Q3 2022 | 3 holders, $271m | 22 holders, $18.4bn |
| Q4 2022 | 2 holders, $204m | 28 holders, $18.4bn |
| Q1 2023 | 4 holders, $477m | 26 holders, $21.4bn |
| Q2 2023 | 2 holders, $463m | 27 holders, $24.7bn |
| Q3 2023 | 9 holders, $898m | 33 holders, $24.3bn |
| Q4 2023 | 9 holders, $1.3bn | 32 holders, $28.6bn |
| Q1 2024 | 7 holders, $1.1bn | 31 holders, $29.8bn |
| Q2 2024 | 4 holders, $826m | 29 holders, $33.4bn |
| Q3 2024 | 8 holders, $927m | 27 holders, $33.5bn |
| Q4 2024 | 7 holders, $1.2bn | 26 holders, $28.5bn |
| Q1 2025 | 9 holders, $1.6bn | 21 holders, $35.4bn |
| Q2 2025 | 15 holders, $2.3bn | 21 holders, $32.3bn |
| Q3 2025 | 14 holders, $2.3bn | 22 holders, $25.9bn |
| Q4 2025 | 18 holders, $4.3bn | 26 holders, $31.8bn |
| Q1 2026 | 20 holders, $4.4bn | 25 holders, $31.8bn |
| Q2 2026 | 18 holders, $4.5bn | 26 holders, $34.6bn |
Bridgebio Pharma Inc
- Holders
- 20
- Reported value
- $4.4bn
- Buyers
- 20
- Sellers
- 14
Breadth +6 among 91 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 25
- Reported value
- $31.8bn
- Buyers
- 17
- Sellers
- 21
Breadth -4 among 91 comparable managers.
Who holds both, Q1 2026
Both (11)
AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only BBIO (9)
Artisan Partners LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, Farallon Capital Management LLC, Polen Capital Management LLC, Squarepoint Ops LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Winton Group Ltd
Only VRTX (14)
Acadian Asset Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC
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.