Holders over time
- INSM
- VRTX
| Quarter | INSM | VRTX |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 31 holders, $21.9bn |
| Q4 2020 | 8 holders, $1.0bn | 30 holders, $18.4bn |
| Q1 2021 | 6 holders, $816m | 31 holders, $15.4bn |
| Q2 2021 | 6 holders, $800m | 30 holders, $12.7bn |
| Q3 2021 | 7 holders, $803m | 35 holders, $10.1bn |
| Q4 2021 | 7 holders, $760m | 28 holders, $12.4bn |
| Q1 2022 | 8 holders, $680m | 23 holders, $16.1bn |
| Q2 2022 | 7 holders, $566m | 25 holders, $18.1bn |
| Q3 2022 | 10 holders, $379m | 22 holders, $18.4bn |
| Q4 2022 | 8 holders, $360m | 28 holders, $18.4bn |
| Q1 2023 | 6 holders, $282m | 26 holders, $21.4bn |
| Q2 2023 | 6 holders, $353m | 27 holders, $24.7bn |
| Q3 2023 | 7 holders, $415m | 33 holders, $24.3bn |
| Q4 2023 | 8 holders, $539m | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $437m | 31 holders, $29.8bn |
| Q2 2024 | 16 holders, $2.2bn | 29 holders, $33.4bn |
| Q3 2024 | 18 holders, $2.3bn | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $1.6bn | 26 holders, $28.5bn |
| Q1 2025 | 14 holders, $1.9bn | 21 holders, $35.4bn |
| Q2 2025 | 23 holders, $3.7bn | 21 holders, $32.3bn |
| Q3 2025 | 20 holders, $5.8bn | 22 holders, $25.9bn |
| Q4 2025 | 19 holders, $6.6bn | 26 holders, $31.8bn |
| Q1 2026 | 19 holders, $7.0bn | 25 holders, $31.8bn |
| Q2 2026 | 21 holders, $5.0bn | 26 holders, $34.6bn |
Insmed Inc
- Holders
- 19
- Reported value
- $7.0bn
- Buyers
- 16
- Sellers
- 17
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 (13)
AllianceBernstein LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, Woodline Partners LP
Only INSM (6)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, Millennium Management LLC, Schonfeld Strategic Advisors LLC
Only VRTX (12)
Acadian Asset Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Caxton Associates LLP, Holocene Advisors LP, Hudson Bay Capital Management LP, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Wellington Management Group LLP
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.