Holders over time
- MEDP
- VRTX
| Quarter | MEDP | VRTX |
|---|---|---|
| Q3 2020 | 12 holders, $218m | 31 holders, $21.9bn |
| Q4 2020 | 8 holders, $187m | 30 holders, $18.4bn |
| Q1 2021 | 9 holders, $153m | 31 holders, $15.4bn |
| Q2 2021 | 8 holders, $156m | 30 holders, $12.7bn |
| Q3 2021 | 11 holders, $413m | 35 holders, $10.1bn |
| Q4 2021 | 12 holders, $668m | 28 holders, $12.4bn |
| Q1 2022 | 6 holders, $107m | 23 holders, $16.1bn |
| Q2 2022 | 5 holders, $97m | 25 holders, $18.1bn |
| Q3 2022 | 3 holders, $59m | 22 holders, $18.4bn |
| Q4 2022 | 10 holders, $269m | 28 holders, $18.4bn |
| Q1 2023 | 14 holders, $275m | 26 holders, $21.4bn |
| Q2 2023 | 17 holders, $468m | 27 holders, $24.7bn |
| Q3 2023 | 15 holders, $378m | 33 holders, $24.3bn |
| Q4 2023 | 14 holders, $501m | 32 holders, $28.6bn |
| Q1 2024 | 17 holders, $1.2bn | 31 holders, $29.8bn |
| Q2 2024 | 18 holders, $1.3bn | 29 holders, $33.4bn |
| Q3 2024 | 15 holders, $918m | 27 holders, $33.5bn |
| Q4 2024 | 15 holders, $1.2bn | 26 holders, $28.5bn |
| Q1 2025 | 12 holders, $986m | 21 holders, $35.4bn |
| Q2 2025 | 14 holders, $1.2bn | 21 holders, $32.3bn |
| Q3 2025 | 17 holders, $1.9bn | 22 holders, $25.9bn |
| Q4 2025 | 14 holders, $2.1bn | 26 holders, $31.8bn |
| Q1 2026 | 12 holders, $1.8bn | 25 holders, $31.8bn |
| Q2 2026 | 9 holders, $2.7bn | 26 holders, $34.6bn |
Medpace HLDGS Inc
- Holders
- 12
- Reported value
- $1.8bn
- Buyers
- 12
- Sellers
- 21
Breadth -9 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 (8)
Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, D. E. Shaw & Co., Janus Henderson Group Ltd, Man Group PLC, Renaissance Technologies LLC, Two Sigma Investments LP
Only MEDP (4)
AQR Capital Management LLC, PDT Partners LLC, Quantbot Technologies LP, Voloridge Investment Management LLC
Only VRTX (17)
Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, 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.