Holders over time
- ARWR
- VRTX
| Quarter | ARWR | VRTX |
|---|---|---|
| Q3 2020 | 4 holders, $221m | 31 holders, $21.9bn |
| Q4 2020 | 5 holders, $372m | 30 holders, $18.4bn |
| Q1 2021 | 5 holders, $336m | 31 holders, $15.4bn |
| Q2 2021 | 6 holders, $253m | 30 holders, $12.7bn |
| Q3 2021 | 5 holders, $133m | 35 holders, $10.1bn |
| Q4 2021 | 3 holders, $249m | 28 holders, $12.4bn |
| Q1 2022 | 5 holders, $161m | 23 holders, $16.1bn |
| Q2 2022 | 3 holders, $122m | 25 holders, $18.1bn |
| Q3 2022 | 3 holders, $118m | 22 holders, $18.4bn |
| Q4 2022 | 2 holders, $121m | 28 holders, $18.4bn |
| Q1 2023 | 4 holders, $69m | 26 holders, $21.4bn |
| Q2 2023 | 4 holders, $67m | 27 holders, $24.7bn |
| Q3 2023 | 3 holders, $62m | 33 holders, $24.3bn |
| Q4 2023 | 4 holders, $87m | 32 holders, $28.6bn |
| Q1 2024 | 4 holders, $67m | 31 holders, $29.8bn |
| Q2 2024 | 4 holders, $61m | 29 holders, $33.4bn |
| Q3 2024 | 3 holders, $29m | 27 holders, $33.5bn |
| Q4 2024 | 3 holders, $40m | 26 holders, $28.5bn |
| Q1 2025 | 2 holders, $7.4m | 21 holders, $35.4bn |
| Q2 2025 | 5 holders, $56m | 21 holders, $32.3bn |
| Q3 2025 | 10 holders, $232m | 22 holders, $25.9bn |
| Q4 2025 | 6 holders, $275m | 26 holders, $31.8bn |
| Q1 2026 | 8 holders, $257m | 25 holders, $31.8bn |
| Q2 2026 | 9 holders, $969m | 26 holders, $34.6bn |
Arrowhead Pharmaceuticals In
- Holders
- 9
- Reported value
- $969m
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 91 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 26
- Reported value
- $34.6bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 among 91 comparable managers.
Who holds both, Q2 2026
Both (7)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Renaissance Technologies LLC, Woodline Partners LP
Only ARWR (2)
Only VRTX (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, 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.