Holders over time
- BSX
- VRTX
| Quarter | BSX | VRTX |
|---|---|---|
| Q3 2020 | 31 holders, $15.0bn | 31 holders, $21.9bn |
| Q4 2020 | 35 holders, $13.6bn | 30 holders, $18.4bn |
| Q1 2021 | 29 holders, $15.7bn | 31 holders, $15.4bn |
| Q2 2021 | 27 holders, $18.2bn | 30 holders, $12.7bn |
| Q3 2021 | 27 holders, $18.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $17.4bn | 28 holders, $12.4bn |
| Q1 2022 | 32 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 30 holders, $14.0bn | 25 holders, $18.1bn |
| Q3 2022 | 29 holders, $14.5bn | 22 holders, $18.4bn |
| Q4 2022 | 26 holders, $16.6bn | 28 holders, $18.4bn |
| Q1 2023 | 32 holders, $18.5bn | 26 holders, $21.4bn |
| Q2 2023 | 37 holders, $19.6bn | 27 holders, $24.7bn |
| Q3 2023 | 33 holders, $19.7bn | 33 holders, $24.3bn |
| Q4 2023 | 30 holders, $20.6bn | 32 holders, $28.6bn |
| Q1 2024 | 33 holders, $24.0bn | 31 holders, $29.8bn |
| Q2 2024 | 35 holders, $26.8bn | 29 holders, $33.4bn |
| Q3 2024 | 40 holders, $28.3bn | 27 holders, $33.5bn |
| Q4 2024 | 40 holders, $29.4bn | 26 holders, $28.5bn |
| Q1 2025 | 44 holders, $33.1bn | 21 holders, $35.4bn |
| Q2 2025 | 44 holders, $33.6bn | 21 holders, $32.3bn |
| Q3 2025 | 48 holders, $29.5bn | 22 holders, $25.9bn |
| Q4 2025 | 49 holders, $28.5bn | 26 holders, $31.8bn |
| Q1 2026 | 45 holders, $17.2bn | 25 holders, $31.8bn |
| Q2 2026 | 40 holders, $13.0bn | 26 holders, $34.6bn |
Boston Scientific Corp
- Holders
- 45
- Reported value
- $17.2bn
- Buyers
- 23
- Sellers
- 27
Breadth -4 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 (23)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only BSX (22)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Jane Street Group LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd
Only VRTX (2)
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.