Holders over time
- RMD
- JNJ
| Quarter | RMD | JNJ |
|---|---|---|
| Q3 2020 | 15 holders, $3.0bn | 30 holders, $26.2bn |
| Q4 2020 | 9 holders, $3.7bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $2.9bn | 31 holders, $25.3bn |
| Q2 2021 | 12 holders, $3.7bn | 37 holders, $25.6bn |
| Q3 2021 | 15 holders, $4.2bn | 40 holders, $24.1bn |
| Q4 2021 | 18 holders, $3.5bn | 33 holders, $25.2bn |
| Q1 2022 | 10 holders, $4.0bn | 35 holders, $28.2bn |
| Q2 2022 | 11 holders, $3.4bn | 33 holders, $26.9bn |
| Q3 2022 | 13 holders, $3.9bn | 36 holders, $25.4bn |
| Q4 2022 | 19 holders, $3.7bn | 35 holders, $27.6bn |
| Q1 2023 | 21 holders, $3.9bn | 42 holders, $24.5bn |
| Q2 2023 | 26 holders, $3.7bn | 38 holders, $25.0bn |
| Q3 2023 | 17 holders, $1.9bn | 37 holders, $18.9bn |
| Q4 2023 | 10 holders, $1.0bn | 31 holders, $19.0bn |
| Q1 2024 | 8 holders, $513m | 32 holders, $19.7bn |
| Q2 2024 | 9 holders, $574m | 35 holders, $20.4bn |
| Q3 2024 | 11 holders, $1.0bn | 28 holders, $22.3bn |
| Q4 2024 | 9 holders, $914m | 37 holders, $20.4bn |
| Q1 2025 | 9 holders, $844m | 32 holders, $20.5bn |
| Q2 2025 | 7 holders, $810m | 31 holders, $18.4bn |
| Q3 2025 | 8 holders, $1.1bn | 32 holders, $23.7bn |
| Q4 2025 | 11 holders, $1.0bn | 29 holders, $27.8bn |
| Q1 2026 | 9 holders, $919m | 34 holders, $35.6bn |
| Q2 2026 | 13 holders, $1.1bn | 33 holders, $39.1bn |
Resmed Inc
- Holders
- 10
- Reported value
- $1.0bn
- Buyers
- 3
- Sellers
- 12
Breadth -9 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 (9)
Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP
Only RMD (1)
Only JNJ (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, 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, 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.