Holders over time
- BSX
- JNJ
| Quarter | BSX | JNJ |
|---|---|---|
| Q3 2020 | 31 holders, $15.0bn | 30 holders, $26.2bn |
| Q4 2020 | 35 holders, $13.6bn | 32 holders, $26.6bn |
| Q1 2021 | 29 holders, $15.7bn | 31 holders, $25.3bn |
| Q2 2021 | 27 holders, $18.2bn | 37 holders, $25.6bn |
| Q3 2021 | 27 holders, $18.2bn | 40 holders, $24.1bn |
| Q4 2021 | 26 holders, $17.4bn | 33 holders, $25.2bn |
| Q1 2022 | 32 holders, $17.4bn | 35 holders, $28.2bn |
| Q2 2022 | 30 holders, $14.0bn | 33 holders, $26.9bn |
| Q3 2022 | 29 holders, $14.5bn | 36 holders, $25.4bn |
| Q4 2022 | 26 holders, $16.6bn | 35 holders, $27.6bn |
| Q1 2023 | 32 holders, $18.5bn | 42 holders, $24.5bn |
| Q2 2023 | 37 holders, $19.6bn | 38 holders, $25.0bn |
| Q3 2023 | 33 holders, $19.7bn | 37 holders, $18.9bn |
| Q4 2023 | 30 holders, $20.6bn | 31 holders, $19.0bn |
| Q1 2024 | 33 holders, $24.0bn | 32 holders, $19.7bn |
| Q2 2024 | 35 holders, $26.8bn | 35 holders, $20.4bn |
| Q3 2024 | 40 holders, $28.3bn | 28 holders, $22.3bn |
| Q4 2024 | 40 holders, $29.4bn | 37 holders, $20.4bn |
| Q1 2025 | 44 holders, $33.1bn | 32 holders, $20.5bn |
| Q2 2025 | 44 holders, $33.6bn | 31 holders, $18.4bn |
| Q3 2025 | 48 holders, $29.5bn | 32 holders, $23.7bn |
| Q4 2025 | 49 holders, $28.5bn | 29 holders, $27.8bn |
| Q1 2026 | 45 holders, $17.2bn | 34 holders, $35.6bn |
| Q2 2026 | 40 holders, $13.0bn | 33 holders, $39.1bn |
Boston Scientific Corp
- Holders
- 30
- Reported value
- $20.6bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 among 93 comparable managers.
Johnson & Johnson
- Holders
- 31
- Reported value
- $19.0bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 93 comparable managers.
Who holds both, Q4 2023
Both (14)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP, Woodline Partners LP
Only BSX (16)
Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Farallon Capital Management LLC, Holocene Advisors LP, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Viking Global Investors LP, Walleye Capital LLC
Only JNJ (17)
Acadian Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC
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.