Holders over time
- MDLN
- VRTX
| Quarter | MDLN | VRTX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 31 holders, $21.9bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $18.4bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $15.4bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $12.7bn |
| Q3 2021 | none listed holders, n.a. | 35 holders, $10.1bn |
| Q4 2021 | none listed holders, n.a. | 28 holders, $12.4bn |
| Q1 2022 | none listed holders, n.a. | 23 holders, $16.1bn |
| Q2 2022 | none listed holders, n.a. | 25 holders, $18.1bn |
| Q3 2022 | none listed holders, n.a. | 22 holders, $18.4bn |
| Q4 2022 | none listed holders, n.a. | 28 holders, $18.4bn |
| Q1 2023 | none listed holders, n.a. | 26 holders, $21.4bn |
| Q2 2023 | none listed holders, n.a. | 27 holders, $24.7bn |
| Q3 2023 | none listed holders, n.a. | 33 holders, $24.3bn |
| Q4 2023 | none listed holders, n.a. | 32 holders, $28.6bn |
| Q1 2024 | none listed holders, n.a. | 31 holders, $29.8bn |
| Q2 2024 | none listed holders, n.a. | 29 holders, $33.4bn |
| Q3 2024 | none listed holders, n.a. | 27 holders, $33.5bn |
| Q4 2024 | none listed holders, n.a. | 26 holders, $28.5bn |
| Q1 2025 | none listed holders, n.a. | 21 holders, $35.4bn |
| Q2 2025 | none listed holders, n.a. | 21 holders, $32.3bn |
| Q3 2025 | none listed holders, n.a. | 22 holders, $25.9bn |
| Q4 2025 | 28 holders, $5.5bn | 26 holders, $31.8bn |
| Q1 2026 | 28 holders, $7.9bn | 25 holders, $31.8bn |
| Q2 2026 | 21 holders, $9.1bn | 26 holders, $34.6bn |
Medline Inc
- Holders
- 21
- Reported value
- $9.1bn
- Buyers
- 22
- Sellers
- 23
Breadth -1 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 (8)
AllianceBernstein LP, Baillie Gifford & Co, Capital Research Global Investors, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Woodline Partners LP
Only MDLN (13)
Artisan Partners LP, Davidson Kempner Capital Management LP, Durable Capital Partners LP, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Lone Pine Capital LLC, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd
Only VRTX (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies 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.