Holders over time
- VTRS
- VRTX
| Quarter | VTRS | VRTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 31 holders, $21.9bn |
| Q4 2020 | 14 holders, $2.4bn | 30 holders, $18.4bn |
| Q1 2021 | 16 holders, $1.5bn | 31 holders, $15.4bn |
| Q2 2021 | 9 holders, $1.3bn | 30 holders, $12.7bn |
| Q3 2021 | 11 holders, $1.0bn | 35 holders, $10.1bn |
| Q4 2021 | 11 holders, $1.1bn | 28 holders, $12.4bn |
| Q1 2022 | 9 holders, $832m | 23 holders, $16.1bn |
| Q2 2022 | 13 holders, $1.0bn | 25 holders, $18.1bn |
| Q3 2022 | 12 holders, $714m | 22 holders, $18.4bn |
| Q4 2022 | 13 holders, $1.3bn | 28 holders, $18.4bn |
| Q1 2023 | 11 holders, $984m | 26 holders, $21.4bn |
| Q2 2023 | 13 holders, $1.1bn | 27 holders, $24.7bn |
| Q3 2023 | 13 holders, $1.1bn | 33 holders, $24.3bn |
| Q4 2023 | 10 holders, $1.1bn | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $1.3bn | 31 holders, $29.8bn |
| Q2 2024 | 12 holders, $1.1bn | 29 holders, $33.4bn |
| Q3 2024 | 13 holders, $1.2bn | 27 holders, $33.5bn |
| Q4 2024 | 9 holders, $1.4bn | 26 holders, $28.5bn |
| Q1 2025 | 9 holders, $819m | 21 holders, $35.4bn |
| Q2 2025 | 13 holders, $914m | 21 holders, $32.3bn |
| Q3 2025 | 9 holders, $1.1bn | 22 holders, $25.9bn |
| Q4 2025 | 10 holders, $1.3bn | 26 holders, $31.8bn |
| Q1 2026 | 13 holders, $1.4bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $3.1bn | 26 holders, $34.6bn |
Viatris Inc
- Holders
- 13
- Reported value
- $1.4bn
- Buyers
- 19
- Sellers
- 17
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 (8)
Acadian Asset Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Caxton Associates LLP, Man Group PLC, Marshall Wace LLP, T. Rowe Price Associates Inc, Woodline Partners LP
Only VTRS (5)
Brevan Howard Capital Management LP, GAMCO Investors Inc, Glenview Capital Management LLC, Greenlight Capital, Quantbot Technologies LP
Only VRTX (17)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World 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, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Two Sigma Investments LP, Walleye Capital LLC, 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.