Holders over time
- NVO
- JNJ
| Quarter | NVO | JNJ |
|---|---|---|
| Q3 2020 | 7 holders, $2.2bn | 30 holders, $26.2bn |
| Q4 2020 | 5 holders, $2.0bn | 32 holders, $26.6bn |
| Q1 2021 | 4 holders, $1.8bn | 31 holders, $25.3bn |
| Q2 2021 | 5 holders, $2.2bn | 37 holders, $25.6bn |
| Q3 2021 | 7 holders, $2.4bn | 40 holders, $24.1bn |
| Q4 2021 | 6 holders, $2.5bn | 33 holders, $25.2bn |
| Q1 2022 | 7 holders, $2.4bn | 35 holders, $28.2bn |
| Q2 2022 | 10 holders, $2.5bn | 33 holders, $26.9bn |
| Q3 2022 | 7 holders, $1.8bn | 36 holders, $25.4bn |
| Q4 2022 | 12 holders, $3.1bn | 35 holders, $27.6bn |
| Q1 2023 | 14 holders, $3.8bn | 42 holders, $24.5bn |
| Q2 2023 | 17 holders, $4.3bn | 38 holders, $25.0bn |
| Q3 2023 | 20 holders, $5.6bn | 37 holders, $18.9bn |
| Q4 2023 | 23 holders, $6.0bn | 31 holders, $19.0bn |
| Q1 2024 | 17 holders, $7.3bn | 32 holders, $19.7bn |
| Q2 2024 | 24 holders, $8.7bn | 35 holders, $20.4bn |
| Q3 2024 | 23 holders, $6.5bn | 28 holders, $22.3bn |
| Q4 2024 | 21 holders, $4.3bn | 37 holders, $20.4bn |
| Q1 2025 | 18 holders, $2.8bn | 32 holders, $20.5bn |
| Q2 2025 | 15 holders, $2.4bn | 31 holders, $18.4bn |
| Q3 2025 | 15 holders, $1.6bn | 32 holders, $23.7bn |
| Q4 2025 | 12 holders, $1.6bn | 29 holders, $27.8bn |
| Q1 2026 | 17 holders, $2.9bn | 34 holders, $35.6bn |
| Q2 2026 | 15 holders, $3.0bn | 33 holders, $39.1bn |
Novo-nordisk A S
- Holders
- 23
- Reported value
- $6.0bn
- Buyers
- 14
- Sellers
- 8
Breadth +6 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 (10)
Acadian Asset Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP
Only NVO (13)
Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Coatue Management LLC, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Soros Fund Management LLC, Tiger Global Management LLC, Walleye Capital LLC
Only JNJ (21)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.