Holders over time
- GMED
- JNJ
| Quarter | GMED | JNJ |
|---|---|---|
| Q3 2020 | 8 holders, $639m | 30 holders, $26.2bn |
| Q4 2020 | 6 holders, $855m | 32 holders, $26.6bn |
| Q1 2021 | 7 holders, $779m | 31 holders, $25.3bn |
| Q2 2021 | 10 holders, $997m | 37 holders, $25.6bn |
| Q3 2021 | 9 holders, $871m | 40 holders, $24.1bn |
| Q4 2021 | 10 holders, $912m | 33 holders, $25.2bn |
| Q1 2022 | 10 holders, $934m | 35 holders, $28.2bn |
| Q2 2022 | 7 holders, $684m | 33 holders, $26.9bn |
| Q3 2022 | 6 holders, $781m | 36 holders, $25.4bn |
| Q4 2022 | 6 holders, $840m | 35 holders, $27.6bn |
| Q1 2023 | 15 holders, $720m | 42 holders, $24.5bn |
| Q2 2023 | 21 holders, $946m | 38 holders, $25.0bn |
| Q3 2023 | 17 holders, $881m | 37 holders, $18.9bn |
| Q4 2023 | 12 holders, $912m | 31 holders, $19.0bn |
| Q1 2024 | 8 holders, $772m | 32 holders, $19.7bn |
| Q2 2024 | 13 holders, $1.0bn | 35 holders, $20.4bn |
| Q3 2024 | 12 holders, $868m | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $1.4bn | 37 holders, $20.4bn |
| Q1 2025 | 13 holders, $951m | 32 holders, $20.5bn |
| Q2 2025 | 12 holders, $897m | 31 holders, $18.4bn |
| Q3 2025 | 11 holders, $765m | 32 holders, $23.7bn |
| Q4 2025 | 13 holders, $1.6bn | 29 holders, $27.8bn |
| Q1 2026 | 14 holders, $1.6bn | 34 holders, $35.6bn |
| Q2 2026 | 10 holders, $1.1bn | 33 holders, $39.1bn |
Globus Medical Inc
- Holders
- 8
- Reported value
- $772m
- Buyers
- 2
- Sellers
- 5
Breadth -3 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 (6)
GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only GMED (2)
Only JNJ (26)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd, 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.