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
- 40
- Reported value
- $28.3bn
- Buyers
- 25
- Sellers
- 15
Breadth +10 among 94 comparable managers.
Johnson & Johnson
- Holders
- 28
- Reported value
- $22.3bn
- Buyers
- 13
- Sellers
- 16
Breadth -3 among 94 comparable managers.
Who holds both, Q3 2024
Both (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only BSX (16)
Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Farallon Capital Management LLC, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Soros Fund Management LLC, Steadfast Capital Management LP, Tudor Investment Corp, Two Sigma Investments LP, Viking Global Investors LP, Winton Group Ltd
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.