Holders over time
- IRWD
- JNJ
| Quarter | IRWD | JNJ |
|---|---|---|
| Q3 2020 | 7 holders, $251m | 30 holders, $26.2bn |
| Q4 2020 | 7 holders, $302m | 32 holders, $26.6bn |
| Q1 2021 | 3 holders, $272m | 31 holders, $25.3bn |
| Q2 2021 | 6 holders, $331m | 37 holders, $25.6bn |
| Q3 2021 | 3 holders, $236m | 40 holders, $24.1bn |
| Q4 2021 | 4 holders, $251m | 33 holders, $25.2bn |
| Q1 2022 | 3 holders, $240m | 35 holders, $28.2bn |
| Q2 2022 | 3 holders, $236m | 33 holders, $26.9bn |
| Q3 2022 | 4 holders, $204m | 36 holders, $25.4bn |
| Q4 2022 | 8 holders, $287m | 35 holders, $27.6bn |
| Q1 2023 | 6 holders, $108m | 42 holders, $24.5bn |
| Q2 2023 | 8 holders, $161m | 38 holders, $25.0bn |
| Q3 2023 | 5 holders, $108m | 37 holders, $18.9bn |
| Q4 2023 | 7 holders, $147m | 31 holders, $19.0bn |
| Q1 2024 | 5 holders, $108m | 32 holders, $19.7bn |
| Q2 2024 | 4 holders, $83m | 35 holders, $20.4bn |
| Q3 2024 | 2 holders, $35m | 28 holders, $22.3bn |
| Q4 2024 | 3 holders, $41m | 37 holders, $20.4bn |
| Q1 2025 | 1 holders, $19k | 32 holders, $20.5bn |
| Q2 2025 | 1 holders, $9k | 31 holders, $18.4bn |
| Q3 2025 | 1 holders, $17k | 32 holders, $23.7bn |
| Q4 2025 | 3 holders, $49m | 29 holders, $27.8bn |
| Q1 2026 | 2 holders, $23m | 34 holders, $35.6bn |
| Q2 2026 | 2 holders, $58m | 33 holders, $39.1bn |
Ironwood Pharmaceuticals Inc
- Holders
- 7
- Reported value
- $147m
- Buyers
- 5
- Sellers
- 2
Breadth +3 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 (4)
ExodusPoint Capital Management LP, Man Group PLC, Renaissance Technologies LLC, Two Sigma Advisers LP
Only IRWD (3)
Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Point72 Asset Management LP
Only JNJ (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 2 more
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.