Holders over time
- GMED
- VRTX
| Quarter | GMED | VRTX |
|---|---|---|
| Q3 2020 | 8 holders, $639m | 31 holders, $21.9bn |
| Q4 2020 | 6 holders, $855m | 30 holders, $18.4bn |
| Q1 2021 | 7 holders, $779m | 31 holders, $15.4bn |
| Q2 2021 | 10 holders, $997m | 30 holders, $12.7bn |
| Q3 2021 | 9 holders, $871m | 35 holders, $10.1bn |
| Q4 2021 | 10 holders, $912m | 28 holders, $12.4bn |
| Q1 2022 | 10 holders, $934m | 23 holders, $16.1bn |
| Q2 2022 | 7 holders, $684m | 25 holders, $18.1bn |
| Q3 2022 | 6 holders, $781m | 22 holders, $18.4bn |
| Q4 2022 | 6 holders, $840m | 28 holders, $18.4bn |
| Q1 2023 | 15 holders, $720m | 26 holders, $21.4bn |
| Q2 2023 | 21 holders, $946m | 27 holders, $24.7bn |
| Q3 2023 | 17 holders, $881m | 33 holders, $24.3bn |
| Q4 2023 | 12 holders, $912m | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $772m | 31 holders, $29.8bn |
| Q2 2024 | 13 holders, $1.0bn | 29 holders, $33.4bn |
| Q3 2024 | 12 holders, $868m | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $1.4bn | 26 holders, $28.5bn |
| Q1 2025 | 13 holders, $951m | 21 holders, $35.4bn |
| Q2 2025 | 12 holders, $897m | 21 holders, $32.3bn |
| Q3 2025 | 11 holders, $765m | 22 holders, $25.9bn |
| Q4 2025 | 13 holders, $1.6bn | 26 holders, $31.8bn |
| Q1 2026 | 14 holders, $1.6bn | 25 holders, $31.8bn |
| Q2 2026 | 10 holders, $1.1bn | 26 holders, $34.6bn |
Globus Medical Inc
- Holders
- 14
- Reported value
- $1.6bn
- Buyers
- 19
- Sellers
- 15
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 (9)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP
Only GMED (5)
Farallon Capital Management LLC, GAMCO Investors Inc, Maverick Capital Ltd, Millennium Management LLC, Ruane Cunniff & Goldfarb LP
Only VRTX (16)
Acadian Asset Management LLC, Baillie Gifford & Co, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, 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, 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.