Holders over time
- PODD
- JNJ
| Quarter | PODD | JNJ |
|---|---|---|
| Q3 2020 | 17 holders, $6.7bn | 30 holders, $26.2bn |
| Q4 2020 | 20 holders, $7.2bn | 32 holders, $26.6bn |
| Q1 2021 | 17 holders, $7.8bn | 31 holders, $25.3bn |
| Q2 2021 | 14 holders, $8.6bn | 37 holders, $25.6bn |
| Q3 2021 | 14 holders, $9.1bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $8.7bn | 33 holders, $25.2bn |
| Q1 2022 | 14 holders, $8.4bn | 35 holders, $28.2bn |
| Q2 2022 | 13 holders, $7.1bn | 33 holders, $26.9bn |
| Q3 2022 | 15 holders, $7.5bn | 36 holders, $25.4bn |
| Q4 2022 | 16 holders, $9.5bn | 35 holders, $27.6bn |
| Q1 2023 | 17 holders, $9.2bn | 42 holders, $24.5bn |
| Q2 2023 | 15 holders, $7.7bn | 38 holders, $25.0bn |
| Q3 2023 | 20 holders, $4.0bn | 37 holders, $18.9bn |
| Q4 2023 | 15 holders, $5.4bn | 31 holders, $19.0bn |
| Q1 2024 | 18 holders, $3.5bn | 32 holders, $19.7bn |
| Q2 2024 | 22 holders, $4.1bn | 35 holders, $20.4bn |
| Q3 2024 | 13 holders, $4.8bn | 28 holders, $22.3bn |
| Q4 2024 | 15 holders, $5.6bn | 37 holders, $20.4bn |
| Q1 2025 | 16 holders, $5.3bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $6.2bn | 31 holders, $18.4bn |
| Q3 2025 | 21 holders, $5.6bn | 32 holders, $23.7bn |
| Q4 2025 | 21 holders, $5.1bn | 29 holders, $27.8bn |
| Q1 2026 | 20 holders, $3.1bn | 34 holders, $35.6bn |
| Q2 2026 | 18 holders, $1.7bn | 33 holders, $39.1bn |
Insulet Corp
- Holders
- 15
- Reported value
- $5.4bn
- Buyers
- 10
- Sellers
- 6
Breadth +4 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 (5)
Bridgewater Associates LP, Capital Research Global Investors, Fidelity (FMR LLC), Man Group PLC, Wellington Management Group LLP
Only PODD (10)
Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, D1 Capital Partners LP, Marshall Wace LLP, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Winton Group Ltd
Only JNJ (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, 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, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 1 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.