Holders over time
- IONS
- JNJ
| Quarter | IONS | JNJ |
|---|---|---|
| Q3 2020 | 15 holders, $2.1bn | 30 holders, $26.2bn |
| Q4 2020 | 14 holders, $2.5bn | 32 holders, $26.6bn |
| Q1 2021 | 9 holders, $1.9bn | 31 holders, $25.3bn |
| Q2 2021 | 10 holders, $1.8bn | 37 holders, $25.6bn |
| Q3 2021 | 8 holders, $1.4bn | 40 holders, $24.1bn |
| Q4 2021 | 9 holders, $1.3bn | 33 holders, $25.2bn |
| Q1 2022 | 9 holders, $1.6bn | 35 holders, $28.2bn |
| Q2 2022 | 12 holders, $1.6bn | 33 holders, $26.9bn |
| Q3 2022 | 11 holders, $1.5bn | 36 holders, $25.4bn |
| Q4 2022 | 9 holders, $1.2bn | 35 holders, $27.6bn |
| Q1 2023 | 7 holders, $1.0bn | 42 holders, $24.5bn |
| Q2 2023 | 10 holders, $1.3bn | 38 holders, $25.0bn |
| Q3 2023 | 12 holders, $1.4bn | 37 holders, $18.9bn |
| Q4 2023 | 14 holders, $1.9bn | 31 holders, $19.0bn |
| Q1 2024 | 15 holders, $1.7bn | 32 holders, $19.7bn |
| Q2 2024 | 17 holders, $2.1bn | 35 holders, $20.4bn |
| Q3 2024 | 16 holders, $2.1bn | 28 holders, $22.3bn |
| Q4 2024 | 11 holders, $1.7bn | 37 holders, $20.4bn |
| Q1 2025 | 10 holders, $1.5bn | 32 holders, $20.5bn |
| Q2 2025 | 13 holders, $2.1bn | 31 holders, $18.4bn |
| Q3 2025 | 18 holders, $3.6bn | 32 holders, $23.7bn |
| Q4 2025 | 15 holders, $4.9bn | 29 holders, $27.8bn |
| Q1 2026 | 16 holders, $5.0bn | 34 holders, $35.6bn |
| Q2 2026 | 13 holders, $5.5bn | 33 holders, $39.1bn |
Ionis Pharmaceuticals Inc
- Holders
- 15
- Reported value
- $1.7bn
- Buyers
- 9
- Sellers
- 5
Breadth +4 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 (8)
Fidelity (FMR LLC), Hudson Bay Capital Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
Only IONS (7)
ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Schonfeld Strategic Advisors LLC
Only JNJ (24)
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, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Winton Group Ltd, 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.