Holders over time
- MDGL
- VRTX
| Quarter | MDGL | VRTX |
|---|---|---|
| Q3 2020 | 3 holders, $311m | 31 holders, $21.9bn |
| Q4 2020 | 2 holders, $234m | 30 holders, $18.4bn |
| Q1 2021 | 4 holders, $281m | 31 holders, $15.4bn |
| Q2 2021 | 2 holders, $67m | 30 holders, $12.7bn |
| Q3 2021 | 1 holders, $18m | 35 holders, $10.1bn |
| Q4 2021 | 1 holders, $19m | 28 holders, $12.4bn |
| Q1 2022 | 1 holders, $22m | 23 holders, $16.1bn |
| Q2 2022 | 2 holders, $21m | 25 holders, $18.1bn |
| Q3 2022 | 2 holders, $14m | 22 holders, $18.4bn |
| Q4 2022 | 4 holders, $204m | 28 holders, $18.4bn |
| Q1 2023 | 9 holders, $384m | 26 holders, $21.4bn |
| Q2 2023 | 5 holders, $589m | 27 holders, $24.7bn |
| Q3 2023 | 6 holders, $579m | 33 holders, $24.3bn |
| Q4 2023 | 5 holders, $820m | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $1.1bn | 31 holders, $29.8bn |
| Q2 2024 | 7 holders, $1.1bn | 29 holders, $33.4bn |
| Q3 2024 | 6 holders, $788m | 27 holders, $33.5bn |
| Q4 2024 | 6 holders, $1.1bn | 26 holders, $28.5bn |
| Q1 2025 | 7 holders, $1.2bn | 21 holders, $35.4bn |
| Q2 2025 | 6 holders, $961m | 21 holders, $32.3bn |
| Q3 2025 | 9 holders, $1.3bn | 22 holders, $25.9bn |
| Q4 2025 | 12 holders, $1.8bn | 26 holders, $31.8bn |
| Q1 2026 | 10 holders, $2.2bn | 25 holders, $31.8bn |
| Q2 2026 | 11 holders, $2.3bn | 26 holders, $34.6bn |
Madrigal Pharmaceuticals Inc
- Holders
- 10
- Reported value
- $2.2bn
- Buyers
- 13
- Sellers
- 15
Breadth -2 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 (6)
AllianceBernstein LP, Janus Henderson Group Ltd, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MDGL (4)
Artisan Partners LP, Citadel Advisors LLC, Farallon Capital Management LLC, Point72 Asset Management LP
Only VRTX (19)
Acadian Asset Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, 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.