Holders over time
- GEHC
- JNJ
| Quarter | GEHC | JNJ |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $26.2bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $26.6bn |
| Q1 2021 | none listed holders, n.a. | 31 holders, $25.3bn |
| Q2 2021 | none listed holders, n.a. | 37 holders, $25.6bn |
| Q3 2021 | none listed holders, n.a. | 40 holders, $24.1bn |
| Q4 2021 | none listed holders, n.a. | 33 holders, $25.2bn |
| Q1 2022 | none listed holders, n.a. | 35 holders, $28.2bn |
| Q2 2022 | none listed holders, n.a. | 33 holders, $26.9bn |
| Q3 2022 | none listed holders, n.a. | 36 holders, $25.4bn |
| Q4 2022 | 1 holders, $371m | 35 holders, $27.6bn |
| Q1 2023 | 13 holders, $8.0bn | 42 holders, $24.5bn |
| Q2 2023 | 21 holders, $8.7bn | 38 holders, $25.0bn |
| Q3 2023 | 14 holders, $6.6bn | 37 holders, $18.9bn |
| Q4 2023 | 13 holders, $7.3bn | 31 holders, $19.0bn |
| Q1 2024 | 17 holders, $9.7bn | 32 holders, $19.7bn |
| Q2 2024 | 17 holders, $8.0bn | 35 holders, $20.4bn |
| Q3 2024 | 20 holders, $10.7bn | 28 holders, $22.3bn |
| Q4 2024 | 18 holders, $8.8bn | 37 holders, $20.4bn |
| Q1 2025 | 18 holders, $8.4bn | 32 holders, $20.5bn |
| Q2 2025 | 22 holders, $7.2bn | 31 holders, $18.4bn |
| Q3 2025 | 14 holders, $6.3bn | 32 holders, $23.7bn |
| Q4 2025 | 13 holders, $8.1bn | 29 holders, $27.8bn |
| Q1 2026 | 11 holders, $6.3bn | 34 holders, $35.6bn |
| Q2 2026 | 9 holders, $4.9bn | 33 holders, $39.1bn |
Ge Healthcare Technologies I
- Holders
- 20
- Reported value
- $10.7bn
- Buyers
- 9
- Sellers
- 11
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, Capital Research Global Investors, Dodge & Cox, Invesco Ltd, Man Group PLC, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only GEHC (10)
Citadel Advisors LLC, D1 Capital Partners LP, Discovery Capital Management LLC, Egerton Capital UK LLP, Harris Associates LP, Jane Street Group LLC, PDT Partners LLC, Steadfast Capital Management LP, Trian Fund Management LP, Winton Group Ltd
Only JNJ (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP
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.