Holders over time
- BCRX
- ARGX
| Quarter | BCRX | ARGX |
|---|---|---|
| Q3 2020 | 2 holders, $4.8m | 8 holders, $3.6bn |
| Q4 2020 | 3 holders, $33m | 7 holders, $4.1bn |
| Q1 2021 | 1 holders, $31m | 8 holders, $4.1bn |
| Q2 2021 | 3 holders, $88m | 9 holders, $4.6bn |
| Q3 2021 | 6 holders, $119m | 8 holders, $4.5bn |
| Q4 2021 | 4 holders, $79m | 9 holders, $5.3bn |
| Q1 2022 | 5 holders, $83m | 8 holders, $5.3bn |
| Q2 2022 | 4 holders, $60m | 13 holders, $6.5bn |
| Q3 2022 | 7 holders, $85m | 14 holders, $5.3bn |
| Q4 2022 | 8 holders, $111m | 13 holders, $5.5bn |
| Q1 2023 | 6 holders, $59m | 13 holders, $5.9bn |
| Q2 2023 | 4 holders, $53m | 18 holders, $6.6bn |
| Q3 2023 | 4 holders, $44m | 21 holders, $8.7bn |
| Q4 2023 | 2 holders, $15m | 17 holders, $6.3bn |
| Q1 2024 | 3 holders, $16m | 13 holders, $6.8bn |
| Q2 2024 | 3 holders, $30m | 14 holders, $7.9bn |
| Q3 2024 | 3 holders, $34m | 13 holders, $10.7bn |
| Q4 2024 | 2 holders, $23m | 14 holders, $12.3bn |
| Q1 2025 | 4 holders, $50m | 17 holders, $11.8bn |
| Q2 2025 | 7 holders, $170m | 18 holders, $10.8bn |
| Q3 2025 | 5 holders, $74m | 16 holders, $13.8bn |
| Q4 2025 | 6 holders, $138m | 16 holders, $14.8bn |
| Q1 2026 | 6 holders, $170m | 11 holders, $12.3bn |
| Q2 2026 | 7 holders, $187m | 14 holders, $15.0bn |
Biocryst Pharmaceuticals Inc
- Holders
- 7
- Reported value
- $187m
- Buyers
- 22
- Sellers
- 12
Breadth +10 among 91 comparable managers.
Argenx Se
- Holders
- 14
- Reported value
- $15.0bn
- Buyers
- 16
- Sellers
- 15
Breadth +1 among 91 comparable managers.
Who holds both, Q2 2026
Only BCRX (5)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Moore Capital Management LP, PDT Partners LLC, Winton Group Ltd
Only ARGX (12)
AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management 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.