Holders over time
- CYTK
- VRTX
| Quarter | CYTK | VRTX |
|---|---|---|
| Q3 2020 | 5 holders, $114m | 31 holders, $21.9bn |
| Q4 2020 | 3 holders, $90m | 30 holders, $18.4bn |
| Q1 2021 | 3 holders, $90m | 31 holders, $15.4bn |
| Q2 2021 | 2 holders, $74m | 30 holders, $12.7bn |
| Q3 2021 | 7 holders, $643m | 35 holders, $10.1bn |
| Q4 2021 | 10 holders, $794m | 28 holders, $12.4bn |
| Q1 2022 | 6 holders, $624m | 23 holders, $16.1bn |
| Q2 2022 | 10 holders, $1.0bn | 25 holders, $18.1bn |
| Q3 2022 | 9 holders, $1.0bn | 22 holders, $18.4bn |
| Q4 2022 | 12 holders, $1.1bn | 28 holders, $18.4bn |
| Q1 2023 | 11 holders, $895m | 26 holders, $21.4bn |
| Q2 2023 | 8 holders, $781m | 27 holders, $24.7bn |
| Q3 2023 | 10 holders, $753m | 33 holders, $24.3bn |
| Q4 2023 | 12 holders, $2.4bn | 32 holders, $28.6bn |
| Q1 2024 | 15 holders, $1.8bn | 31 holders, $29.8bn |
| Q2 2024 | 16 holders, $1.5bn | 29 holders, $33.4bn |
| Q3 2024 | 15 holders, $1.5bn | 27 holders, $33.5bn |
| Q4 2024 | 11 holders, $1.1bn | 26 holders, $28.5bn |
| Q1 2025 | 9 holders, $544m | 21 holders, $35.4bn |
| Q2 2025 | 4 holders, $268m | 21 holders, $32.3bn |
| Q3 2025 | 6 holders, $1.3bn | 22 holders, $25.9bn |
| Q4 2025 | 8 holders, $1.5bn | 26 holders, $31.8bn |
| Q1 2026 | 11 holders, $1.5bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $1.3bn | 26 holders, $34.6bn |
Cytokinetics Inc
- Holders
- 11
- Reported value
- $1.5bn
- Buyers
- 15
- Sellers
- 16
Breadth -1 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 (5)
Capital Research Global Investors, Fidelity (FMR LLC), Marshall Wace LLP, Wellington Management Group LLP, Woodline Partners LP
Only CYTK (6)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only VRTX (20)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital 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.