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IDYA · JNJ in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • IDYA
  • JNJ
0204060202120222023202420252026
Holders and value by quarter
QuarterIDYAJNJ
Q3 20201 holders, $15m30 holders, $26.2bn
Q4 20201 holders, $16m32 holders, $26.6bn
Q1 20213 holders, $31m31 holders, $25.3bn
Q2 20213 holders, $26m37 holders, $25.6bn
Q3 20213 holders, $37m40 holders, $24.1bn
Q4 20213 holders, $50m33 holders, $25.2bn
Q1 20221 holders, $21m35 holders, $28.2bn
Q2 20221 holders, $21m33 holders, $26.9bn
Q3 2022none listed holders, n.a.36 holders, $25.4bn
Q4 2022none listed holders, n.a.35 holders, $27.6bn
Q1 2023none listed holders, n.a.42 holders, $24.5bn
Q2 20233 holders, $60m38 holders, $25.0bn
Q3 20234 holders, $118m37 holders, $18.9bn
Q4 20235 holders, $275m31 holders, $19.0bn
Q1 202410 holders, $1.0bn32 holders, $19.7bn
Q2 20248 holders, $479m35 holders, $20.4bn
Q3 20246 holders, $309m28 holders, $22.3bn
Q4 20245 holders, $245m37 holders, $20.4bn
Q1 20253 holders, $159m32 holders, $20.5bn
Q2 20253 holders, $374m31 holders, $18.4bn
Q3 20254 holders, $458m32 holders, $23.7bn
Q4 20253 holders, $495m29 holders, $27.8bn
Q1 20262 holders, $414m34 holders, $35.6bn
Q2 20263 holders, $533m33 holders, $39.1bn
IDYA

Ideaya Biosciences Inc

Holders
6
Reported value
$309m
Buyers
5
Sellers
1

Breadth +4 among 94 comparable managers.

JNJ

Johnson & Johnson

Holders
28
Reported value
$22.3bn
Buyers
13
Sellers
16

Breadth -3 among 94 comparable managers.

Who holds both, Q3 2024

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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