Holders over time
- MRK
- VRTX
| Quarter | MRK | VRTX |
|---|---|---|
| Q3 2020 | 35 holders, $20.2bn | 31 holders, $21.9bn |
| Q4 2020 | 34 holders, $19.1bn | 30 holders, $18.4bn |
| Q1 2021 | 33 holders, $16.6bn | 31 holders, $15.4bn |
| Q2 2021 | 31 holders, $15.1bn | 30 holders, $12.7bn |
| Q3 2021 | 31 holders, $15.2bn | 35 holders, $10.1bn |
| Q4 2021 | 26 holders, $15.0bn | 28 holders, $12.4bn |
| Q1 2022 | 34 holders, $17.4bn | 23 holders, $16.1bn |
| Q2 2022 | 34 holders, $19.0bn | 25 holders, $18.1bn |
| Q3 2022 | 35 holders, $17.2bn | 22 holders, $18.4bn |
| Q4 2022 | 35 holders, $25.2bn | 28 holders, $18.4bn |
| Q1 2023 | 33 holders, $26.6bn | 26 holders, $21.4bn |
| Q2 2023 | 34 holders, $30.1bn | 27 holders, $24.7bn |
| Q3 2023 | 39 holders, $26.7bn | 33 holders, $24.3bn |
| Q4 2023 | 41 holders, $29.3bn | 32 holders, $28.6bn |
| Q1 2024 | 37 holders, $37.1bn | 31 holders, $29.8bn |
| Q2 2024 | 38 holders, $33.0bn | 29 holders, $33.4bn |
| Q3 2024 | 38 holders, $29.1bn | 27 holders, $33.5bn |
| Q4 2024 | 35 holders, $23.7bn | 26 holders, $28.5bn |
| Q1 2025 | 36 holders, $20.8bn | 21 holders, $35.4bn |
| Q2 2025 | 31 holders, $18.5bn | 21 holders, $32.3bn |
| Q3 2025 | 36 holders, $19.0bn | 22 holders, $25.9bn |
| Q4 2025 | 32 holders, $26.8bn | 26 holders, $31.8bn |
| Q1 2026 | 30 holders, $28.9bn | 25 holders, $31.8bn |
| Q2 2026 | 25 holders, $29.2bn | 26 holders, $34.6bn |
Merck & Co Inc
- Holders
- 30
- Reported value
- $28.9bn
- Buyers
- 13
- Sellers
- 27
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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only MRK (12)
AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Millennium Management LLC, Point72 Asset Management LP, Squarepoint Ops 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.