Holders over time
- WST
- VRTX
| Quarter | WST | VRTX |
|---|---|---|
| Q3 2020 | 20 holders, $3.8bn | 31 holders, $21.9bn |
| Q4 2020 | 18 holders, $3.9bn | 30 holders, $18.4bn |
| Q1 2021 | 15 holders, $3.6bn | 31 holders, $15.4bn |
| Q2 2021 | 16 holders, $4.9bn | 30 holders, $12.7bn |
| Q3 2021 | 21 holders, $5.9bn | 35 holders, $10.1bn |
| Q4 2021 | 18 holders, $6.8bn | 28 holders, $12.4bn |
| Q1 2022 | 20 holders, $6.3bn | 23 holders, $16.1bn |
| Q2 2022 | 19 holders, $4.4bn | 25 holders, $18.1bn |
| Q3 2022 | 23 holders, $2.9bn | 22 holders, $18.4bn |
| Q4 2022 | 20 holders, $2.2bn | 28 holders, $18.4bn |
| Q1 2023 | 19 holders, $3.9bn | 26 holders, $21.4bn |
| Q2 2023 | 19 holders, $4.1bn | 27 holders, $24.7bn |
| Q3 2023 | 20 holders, $4.3bn | 33 holders, $24.3bn |
| Q4 2023 | 16 holders, $3.5bn | 32 holders, $28.6bn |
| Q1 2024 | 17 holders, $4.1bn | 31 holders, $29.8bn |
| Q2 2024 | 14 holders, $3.2bn | 29 holders, $33.4bn |
| Q3 2024 | 14 holders, $2.9bn | 27 holders, $33.5bn |
| Q4 2024 | 17 holders, $3.0bn | 26 holders, $28.5bn |
| Q1 2025 | 12 holders, $1.4bn | 21 holders, $35.4bn |
| Q2 2025 | 13 holders, $1.3bn | 21 holders, $32.3bn |
| Q3 2025 | 13 holders, $2.1bn | 22 holders, $25.9bn |
| Q4 2025 | 16 holders, $1.6bn | 26 holders, $31.8bn |
| Q1 2026 | 12 holders, $1.3bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $3.1bn | 26 holders, $34.6bn |
West Pharmaceutical SVSC Inc
- Holders
- 12
- Reported value
- $1.3bn
- Buyers
- 21
- Sellers
- 20
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 (8)
Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, ExodusPoint Capital Management LP, Holocene Advisors LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Two Sigma Investments LP
Only WST (4)
Artisan Partners LP, Point72 Asset Management LP, Viking Global Investors LP, Winton Group Ltd
Only VRTX (17)
Acadian Asset Management LLC, AllianceBernstein LP, Baillie Gifford & Co, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, 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.