Holders over time
- NVO
- VRTX
| Quarter | NVO | VRTX |
|---|---|---|
| Q3 2020 | 7 holders, $2.2bn | 31 holders, $21.9bn |
| Q4 2020 | 5 holders, $2.0bn | 30 holders, $18.4bn |
| Q1 2021 | 4 holders, $1.8bn | 31 holders, $15.4bn |
| Q2 2021 | 5 holders, $2.2bn | 30 holders, $12.7bn |
| Q3 2021 | 7 holders, $2.4bn | 35 holders, $10.1bn |
| Q4 2021 | 6 holders, $2.5bn | 28 holders, $12.4bn |
| Q1 2022 | 7 holders, $2.4bn | 23 holders, $16.1bn |
| Q2 2022 | 10 holders, $2.5bn | 25 holders, $18.1bn |
| Q3 2022 | 7 holders, $1.8bn | 22 holders, $18.4bn |
| Q4 2022 | 12 holders, $3.1bn | 28 holders, $18.4bn |
| Q1 2023 | 14 holders, $3.8bn | 26 holders, $21.4bn |
| Q2 2023 | 17 holders, $4.3bn | 27 holders, $24.7bn |
| Q3 2023 | 20 holders, $5.6bn | 33 holders, $24.3bn |
| Q4 2023 | 23 holders, $6.0bn | 32 holders, $28.6bn |
| Q1 2024 | 17 holders, $7.3bn | 31 holders, $29.8bn |
| Q2 2024 | 24 holders, $8.7bn | 29 holders, $33.4bn |
| Q3 2024 | 23 holders, $6.5bn | 27 holders, $33.5bn |
| Q4 2024 | 21 holders, $4.3bn | 26 holders, $28.5bn |
| Q1 2025 | 18 holders, $2.8bn | 21 holders, $35.4bn |
| Q2 2025 | 15 holders, $2.4bn | 21 holders, $32.3bn |
| Q3 2025 | 15 holders, $1.6bn | 22 holders, $25.9bn |
| Q4 2025 | 12 holders, $1.6bn | 26 holders, $31.8bn |
| Q1 2026 | 17 holders, $2.9bn | 25 holders, $31.8bn |
| Q2 2026 | 15 holders, $3.0bn | 26 holders, $34.6bn |
Novo-nordisk A S
- Holders
- 15
- Reported value
- $3.0bn
- Buyers
- 13
- Sellers
- 18
Breadth -5 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 (10)
Acadian Asset Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Hudson Bay Capital Management LP, Marshall Wace LLP, Renaissance Technologies LLC, T. Rowe Price Associates Inc
Only NVO (5)
Dodge & Cox, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Markel Group Inc, Maverick Capital Ltd
Only VRTX (16)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Two Sigma Investments LP, 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.