Holders over time
- MDGL
- VRTX
| Quarter | MDGL | VRTX |
|---|---|---|
| Q3 2020 | 3 holders, $311m | 31 holders, $21.9bn |
| Q4 2020 | 2 holders, $234m | 30 holders, $18.4bn |
| Q1 2021 | 4 holders, $281m | 31 holders, $15.4bn |
| Q2 2021 | 2 holders, $67m | 30 holders, $12.7bn |
| Q3 2021 | 1 holders, $18m | 35 holders, $10.1bn |
| Q4 2021 | 1 holders, $19m | 28 holders, $12.4bn |
| Q1 2022 | 1 holders, $22m | 23 holders, $16.1bn |
| Q2 2022 | 2 holders, $21m | 25 holders, $18.1bn |
| Q3 2022 | 2 holders, $14m | 22 holders, $18.4bn |
| Q4 2022 | 4 holders, $204m | 28 holders, $18.4bn |
| Q1 2023 | 9 holders, $384m | 26 holders, $21.4bn |
| Q2 2023 | 5 holders, $589m | 27 holders, $24.7bn |
| Q3 2023 | 6 holders, $579m | 33 holders, $24.3bn |
| Q4 2023 | 5 holders, $820m | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $1.1bn | 31 holders, $29.8bn |
| Q2 2024 | 7 holders, $1.1bn | 29 holders, $33.4bn |
| Q3 2024 | 6 holders, $788m | 27 holders, $33.5bn |
| Q4 2024 | 6 holders, $1.1bn | 26 holders, $28.5bn |
| Q1 2025 | 7 holders, $1.2bn | 21 holders, $35.4bn |
| Q2 2025 | 6 holders, $961m | 21 holders, $32.3bn |
| Q3 2025 | 9 holders, $1.3bn | 22 holders, $25.9bn |
| Q4 2025 | 12 holders, $1.8bn | 26 holders, $31.8bn |
| Q1 2026 | 10 holders, $2.2bn | 25 holders, $31.8bn |
| Q2 2026 | 11 holders, $2.3bn | 26 holders, $34.6bn |
Madrigal Pharmaceuticals Inc
- Holders
- 11
- Reported value
- $2.3bn
- Buyers
- 18
- Sellers
- 15
Breadth +3 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 (9)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Marshall Wace LLP, Wellington Management Group LLP, Woodline Partners LP
Only MDGL (2)
Only VRTX (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Investments 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.