Holders over time
- EW
- JNJ
| Quarter | EW | JNJ |
|---|---|---|
| Q3 2020 | 21 holders, $6.1bn | 30 holders, $26.2bn |
| Q4 2020 | 14 holders, $6.3bn | 32 holders, $26.6bn |
| Q1 2021 | 22 holders, $6.0bn | 31 holders, $25.3bn |
| Q2 2021 | 25 holders, $7.7bn | 37 holders, $25.6bn |
| Q3 2021 | 22 holders, $8.5bn | 40 holders, $24.1bn |
| Q4 2021 | 20 holders, $9.2bn | 33 holders, $25.2bn |
| Q1 2022 | 22 holders, $7.9bn | 35 holders, $28.2bn |
| Q2 2022 | 22 holders, $6.6bn | 33 holders, $26.9bn |
| Q3 2022 | 29 holders, $6.2bn | 36 holders, $25.4bn |
| Q4 2022 | 28 holders, $5.8bn | 35 holders, $27.6bn |
| Q1 2023 | 26 holders, $5.8bn | 42 holders, $24.5bn |
| Q2 2023 | 25 holders, $5.9bn | 38 holders, $25.0bn |
| Q3 2023 | 25 holders, $4.6bn | 37 holders, $18.9bn |
| Q4 2023 | 22 holders, $5.1bn | 31 holders, $19.0bn |
| Q1 2024 | 23 holders, $7.0bn | 32 holders, $19.7bn |
| Q2 2024 | 20 holders, $6.8bn | 35 holders, $20.4bn |
| Q3 2024 | 19 holders, $3.8bn | 28 holders, $22.3bn |
| Q4 2024 | 22 holders, $5.0bn | 37 holders, $20.4bn |
| Q1 2025 | 23 holders, $5.0bn | 32 holders, $20.5bn |
| Q2 2025 | 23 holders, $5.2bn | 31 holders, $18.4bn |
| Q3 2025 | 22 holders, $5.0bn | 32 holders, $23.7bn |
| Q4 2025 | 23 holders, $5.9bn | 29 holders, $27.8bn |
| Q1 2026 | 25 holders, $6.0bn | 34 holders, $35.6bn |
| Q2 2026 | 25 holders, $6.9bn | 33 holders, $39.1bn |
Edwards Lifesciences Corp
- Holders
- 19
- Reported value
- $3.8bn
- Buyers
- 11
- Sellers
- 9
Breadth +2 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 (10)
AllianceBernstein LP, Bridgewater Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only EW (9)
Baillie Gifford & Co, Balyasny Asset Management LLC, D. E. Shaw & Co., Maverick Capital Ltd, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only JNJ (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Walleye Capital 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.