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
- $29.4bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 94 comparable managers.
Johnson & Johnson
- Holders
- 37
- Reported value
- $20.4bn
- Buyers
- 23
- Sellers
- 12
Breadth +11 among 94 comparable managers.
Who holds both, Q4 2024
Both (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only BSX (12)
Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Soros Fund Management LLC, Steadfast Capital Management LP, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC, 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.