Holders over time
- INSM
- JNJ
| Quarter | INSM | JNJ |
|---|---|---|
| Q3 2020 | 9 holders, $1.2bn | 30 holders, $26.2bn |
| Q4 2020 | 8 holders, $1.0bn | 32 holders, $26.6bn |
| Q1 2021 | 6 holders, $816m | 31 holders, $25.3bn |
| Q2 2021 | 6 holders, $800m | 37 holders, $25.6bn |
| Q3 2021 | 7 holders, $803m | 40 holders, $24.1bn |
| Q4 2021 | 7 holders, $760m | 33 holders, $25.2bn |
| Q1 2022 | 8 holders, $680m | 35 holders, $28.2bn |
| Q2 2022 | 7 holders, $566m | 33 holders, $26.9bn |
| Q3 2022 | 10 holders, $379m | 36 holders, $25.4bn |
| Q4 2022 | 8 holders, $360m | 35 holders, $27.6bn |
| Q1 2023 | 6 holders, $282m | 42 holders, $24.5bn |
| Q2 2023 | 6 holders, $353m | 38 holders, $25.0bn |
| Q3 2023 | 7 holders, $415m | 37 holders, $18.9bn |
| Q4 2023 | 8 holders, $539m | 31 holders, $19.0bn |
| Q1 2024 | 8 holders, $437m | 32 holders, $19.7bn |
| Q2 2024 | 16 holders, $2.2bn | 35 holders, $20.4bn |
| Q3 2024 | 18 holders, $2.3bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $1.6bn | 37 holders, $20.4bn |
| Q1 2025 | 14 holders, $1.9bn | 32 holders, $20.5bn |
| Q2 2025 | 23 holders, $3.7bn | 31 holders, $18.4bn |
| Q3 2025 | 20 holders, $5.8bn | 32 holders, $23.7bn |
| Q4 2025 | 19 holders, $6.6bn | 29 holders, $27.8bn |
| Q1 2026 | 19 holders, $7.0bn | 34 holders, $35.6bn |
| Q2 2026 | 21 holders, $5.0bn | 33 holders, $39.1bn |
Insmed Inc
- Holders
- 16
- Reported value
- $2.2bn
- Buyers
- 10
- Sellers
- 6
Breadth +4 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 (9)
AllianceBernstein LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Voloridge Investment Management LLC, Woodline Partners LP
Only INSM (7)
Artisan Partners LP, Farallon Capital Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Viking Global Investors LP, Winton Group Ltd
Only JNJ (26)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, 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.