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
- 35
- Reported value
- $26.8bn
- Buyers
- 21
- Sellers
- 15
Breadth +6 among 94 comparable managers.
Johnson & Johnson
- Holders
- 35
- Reported value
- $20.4bn
- Buyers
- 24
- Sellers
- 8
Breadth +16 among 94 comparable managers.
Who holds both, Q2 2024
Both (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, 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, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only BSX (11)
Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Holocene Advisors LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Winton Group Ltd
Only JNJ (11)
Acadian Asset Management LLC, Caxton Associates LLP, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Renaissance Technologies LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Voloridge Investment Management LLC
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.