Holders over time
- NVO
- JNJ
| Quarter | NVO | JNJ |
|---|---|---|
| Q3 2020 | 7 holders, $2.2bn | 30 holders, $26.2bn |
| Q4 2020 | 5 holders, $2.0bn | 32 holders, $26.6bn |
| Q1 2021 | 4 holders, $1.8bn | 31 holders, $25.3bn |
| Q2 2021 | 5 holders, $2.2bn | 37 holders, $25.6bn |
| Q3 2021 | 7 holders, $2.4bn | 40 holders, $24.1bn |
| Q4 2021 | 6 holders, $2.5bn | 33 holders, $25.2bn |
| Q1 2022 | 7 holders, $2.4bn | 35 holders, $28.2bn |
| Q2 2022 | 10 holders, $2.5bn | 33 holders, $26.9bn |
| Q3 2022 | 7 holders, $1.8bn | 36 holders, $25.4bn |
| Q4 2022 | 12 holders, $3.1bn | 35 holders, $27.6bn |
| Q1 2023 | 14 holders, $3.8bn | 42 holders, $24.5bn |
| Q2 2023 | 17 holders, $4.3bn | 38 holders, $25.0bn |
| Q3 2023 | 20 holders, $5.6bn | 37 holders, $18.9bn |
| Q4 2023 | 23 holders, $6.0bn | 31 holders, $19.0bn |
| Q1 2024 | 17 holders, $7.3bn | 32 holders, $19.7bn |
| Q2 2024 | 24 holders, $8.7bn | 35 holders, $20.4bn |
| Q3 2024 | 23 holders, $6.5bn | 28 holders, $22.3bn |
| Q4 2024 | 21 holders, $4.3bn | 37 holders, $20.4bn |
| Q1 2025 | 18 holders, $2.8bn | 32 holders, $20.5bn |
| Q2 2025 | 15 holders, $2.4bn | 31 holders, $18.4bn |
| Q3 2025 | 15 holders, $1.6bn | 32 holders, $23.7bn |
| Q4 2025 | 12 holders, $1.6bn | 29 holders, $27.8bn |
| Q1 2026 | 17 holders, $2.9bn | 34 holders, $35.6bn |
| Q2 2026 | 15 holders, $3.0bn | 33 holders, $39.1bn |
Novo-nordisk A S
- Holders
- 23
- Reported value
- $6.5bn
- Buyers
- 12
- Sellers
- 11
Breadth +1 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 (12)
Acadian Asset Management LLC, Capital Research Global Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Walleye Capital LLC
Only NVO (11)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Tiger Global Management LLC, Voloridge Investment Management LLC
Only JNJ (16)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Wellington Management Group LLP, Woodline Partners LP
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.