Holders over time
- UTHR
- VRTX
| Quarter | UTHR | VRTX |
|---|---|---|
| Q3 2020 | 10 holders, $797m | 31 holders, $21.9bn |
| Q4 2020 | 11 holders, $1.2bn | 30 holders, $18.4bn |
| Q1 2021 | 10 holders, $1.4bn | 31 holders, $15.4bn |
| Q2 2021 | 11 holders, $1.5bn | 30 holders, $12.7bn |
| Q3 2021 | 16 holders, $1.5bn | 35 holders, $10.1bn |
| Q4 2021 | 14 holders, $1.9bn | 28 holders, $12.4bn |
| Q1 2022 | 14 holders, $1.7bn | 23 holders, $16.1bn |
| Q2 2022 | 18 holders, $2.3bn | 25 holders, $18.1bn |
| Q3 2022 | 17 holders, $2.2bn | 22 holders, $18.4bn |
| Q4 2022 | 18 holders, $2.9bn | 28 holders, $18.4bn |
| Q1 2023 | 16 holders, $2.5bn | 26 holders, $21.4bn |
| Q2 2023 | 12 holders, $2.5bn | 27 holders, $24.7bn |
| Q3 2023 | 13 holders, $2.4bn | 33 holders, $24.3bn |
| Q4 2023 | 14 holders, $2.3bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $2.2bn | 31 holders, $29.8bn |
| Q2 2024 | 14 holders, $2.5bn | 29 holders, $33.4bn |
| Q3 2024 | 10 holders, $2.9bn | 27 holders, $33.5bn |
| Q4 2024 | 14 holders, $3.3bn | 26 holders, $28.5bn |
| Q1 2025 | 14 holders, $2.1bn | 21 holders, $35.4bn |
| Q2 2025 | 14 holders, $1.9bn | 21 holders, $32.3bn |
| Q3 2025 | 16 holders, $2.6bn | 22 holders, $25.9bn |
| Q4 2025 | 14 holders, $3.8bn | 26 holders, $31.8bn |
| Q1 2026 | 18 holders, $5.1bn | 25 holders, $31.8bn |
| Q2 2026 | 14 holders, $3.5bn | 26 holders, $34.6bn |
United Therapeutics Corp Del
- Holders
- 18
- Reported value
- $5.1bn
- Buyers
- 18
- 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 (12)
Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Bridgewater Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only UTHR (6)
AQR Capital Management LLC, Citadel Advisors LLC, Freestone Grove Partners LP, Millennium Management LLC, Point72 Asset Management LP, Winton Group Ltd
Only VRTX (13)
Arrowstreet Capital 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, MFS Investment Management, Neuberger Berman Group LLC, Two Sigma Investments LP, Walleye Capital LLC, 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.