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
- 18
- Reported value
- $3.5bn
- Buyers
- 9
- Sellers
- 9
Breadth 0 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)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Fidelity (FMR LLC), Man Group PLC, Wellington Management Group LLP, Winton Group Ltd
Only PODD (10)
Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, Citadel Advisors LLC, D1 Capital Partners LP, Eisler Capital Management Ltd, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only JNJ (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, 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.