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
- 33
- Reported value
- $24.0bn
- Buyers
- 13
- Sellers
- 19
Breadth -6 among 93 comparable managers.
Johnson & Johnson
- Holders
- 32
- Reported value
- $19.7bn
- Buyers
- 16
- Sellers
- 13
Breadth +3 among 93 comparable managers.
Who holds both, Q1 2024
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only BSX (13)
Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Holocene Advisors LP, Maverick Capital Ltd, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Tudor Investment Corp, Viking Global Investors LP
Only JNJ (12)
Brevan Howard Capital Management LP, Caxton Associates LLP, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
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.