Holders over time
- MDLN
- VRTX
| Quarter | MDLN | VRTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 31 holders, $21.9bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $18.4bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $15.4bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $12.7bn |
| Q3 2021 | none listed holders, n.a. | 35 holders, $10.1bn |
| Q4 2021 | none listed holders, n.a. | 28 holders, $12.4bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $16.1bn |
| Q2 2022 | none listed holders, n.a. | 25 holders, $18.1bn |
| Q3 2022 | none listed holders, n.a. | 22 holders, $18.4bn |
| Q4 2022 | none listed holders, n.a. | 28 holders, $18.4bn |
| Q1 2023 | none listed holders, n.a. | 26 holders, $21.4bn |
| Q2 2023 | none listed holders, n.a. | 27 holders, $24.7bn |
| Q3 2023 | none listed holders, n.a. | 33 holders, $24.3bn |
| Q4 2023 | none listed holders, n.a. | 32 holders, $28.6bn |
| Q1 2024 | none listed holders, n.a. | 31 holders, $29.8bn |
| Q2 2024 | none listed holders, n.a. | 29 holders, $33.4bn |
| Q3 2024 | none listed holders, n.a. | 27 holders, $33.5bn |
| Q4 2024 | none listed holders, n.a. | 26 holders, $28.5bn |
| Q1 2025 | none listed holders, n.a. | 21 holders, $35.4bn |
| Q2 2025 | none listed holders, n.a. | 21 holders, $32.3bn |
| Q3 2025 | none listed holders, n.a. | 22 holders, $25.9bn |
| Q4 2025 | 28 holders, $5.5bn | 26 holders, $31.8bn |
| Q1 2026 | 28 holders, $7.9bn | 25 holders, $31.8bn |
| Q2 2026 | 21 holders, $9.1bn | 26 holders, $34.6bn |
Medline Inc
- Holders
- 28
- Reported value
- $7.9bn
- Buyers
- 29
- Sellers
- 15
Breadth +14 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 (12)
Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Walleye Capital LLC, Woodline Partners LP
Only MDLN (16)
Artisan Partners LP, Brevan Howard Capital Management LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Durable Capital Partners LP, Egerton Capital UK LLP, Element Capital Management LLC, Freestone Grove Partners LP, Lone Pine Capital LLC, Maverick Capital Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd
Only VRTX (13)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, 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.