Holders over time
- ZBH
- VRTX
| Quarter | ZBH | VRTX |
|---|---|---|
| Q3 2020 | 21 holders, $5.3bn | 31 holders, $21.9bn |
| Q4 2020 | 22 holders, $6.0bn | 30 holders, $18.4bn |
| Q1 2021 | 22 holders, $5.5bn | 31 holders, $15.4bn |
| Q2 2021 | 23 holders, $5.6bn | 30 holders, $12.7bn |
| Q3 2021 | 23 holders, $4.4bn | 35 holders, $10.1bn |
| Q4 2021 | 20 holders, $3.4bn | 28 holders, $12.4bn |
| Q1 2022 | 17 holders, $3.4bn | 23 holders, $16.1bn |
| Q2 2022 | 16 holders, $3.1bn | 25 holders, $18.1bn |
| Q3 2022 | 19 holders, $3.7bn | 22 holders, $18.4bn |
| Q4 2022 | 20 holders, $4.6bn | 28 holders, $18.4bn |
| Q1 2023 | 26 holders, $4.7bn | 26 holders, $21.4bn |
| Q2 2023 | 23 holders, $5.1bn | 27 holders, $24.7bn |
| Q3 2023 | 27 holders, $4.0bn | 33 holders, $24.3bn |
| Q4 2023 | 21 holders, $4.3bn | 32 holders, $28.6bn |
| Q1 2024 | 19 holders, $5.7bn | 31 holders, $29.8bn |
| Q2 2024 | 17 holders, $4.5bn | 29 holders, $33.4bn |
| Q3 2024 | 15 holders, $4.3bn | 27 holders, $33.5bn |
| Q4 2024 | 17 holders, $4.8bn | 26 holders, $28.5bn |
| Q1 2025 | 17 holders, $5.1bn | 21 holders, $35.4bn |
| Q2 2025 | 12 holders, $4.5bn | 21 holders, $32.3bn |
| Q3 2025 | 12 holders, $4.9bn | 22 holders, $25.9bn |
| Q4 2025 | 8 holders, $4.9bn | 26 holders, $31.8bn |
| Q1 2026 | 8 holders, $4.2bn | 25 holders, $31.8bn |
| Q2 2026 | 12 holders, $4.3bn | 26 holders, $34.6bn |
Zimmer Biomet Holdings Inc
- Holders
- 12
- Reported value
- $4.3bn
- Buyers
- 22
- Sellers
- 10
Breadth +12 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 (5)
Arrowstreet Capital LP, Citadel Advisors LLC, Holocene Advisors LP, T. Rowe Price Associates Inc, Woodline Partners LP
Only ZBH (7)
Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only VRTX (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, 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.