Holders over time
- PODD
- JNJ
| Quarter | PODD | JNJ |
|---|---|---|
| Q3 2020 | 17 holders, $6.7bn | 30 holders, $26.2bn |
| Q4 2020 | 20 holders, $7.2bn | 32 holders, $26.6bn |
| Q1 2021 | 17 holders, $7.8bn | 31 holders, $25.3bn |
| Q2 2021 | 14 holders, $8.6bn | 37 holders, $25.6bn |
| Q3 2021 | 14 holders, $9.1bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $8.7bn | 33 holders, $25.2bn |
| Q1 2022 | 14 holders, $8.4bn | 35 holders, $28.2bn |
| Q2 2022 | 13 holders, $7.1bn | 33 holders, $26.9bn |
| Q3 2022 | 15 holders, $7.5bn | 36 holders, $25.4bn |
| Q4 2022 | 16 holders, $9.5bn | 35 holders, $27.6bn |
| Q1 2023 | 17 holders, $9.2bn | 42 holders, $24.5bn |
| Q2 2023 | 15 holders, $7.7bn | 38 holders, $25.0bn |
| Q3 2023 | 20 holders, $4.0bn | 37 holders, $18.9bn |
| Q4 2023 | 15 holders, $5.4bn | 31 holders, $19.0bn |
| Q1 2024 | 18 holders, $3.5bn | 32 holders, $19.7bn |
| Q2 2024 | 22 holders, $4.1bn | 35 holders, $20.4bn |
| Q3 2024 | 13 holders, $4.8bn | 28 holders, $22.3bn |
| Q4 2024 | 15 holders, $5.6bn | 37 holders, $20.4bn |
| Q1 2025 | 16 holders, $5.3bn | 32 holders, $20.5bn |
| Q2 2025 | 21 holders, $6.2bn | 31 holders, $18.4bn |
| Q3 2025 | 21 holders, $5.6bn | 32 holders, $23.7bn |
| Q4 2025 | 21 holders, $5.1bn | 29 holders, $27.8bn |
| Q1 2026 | 20 holders, $3.1bn | 34 holders, $35.6bn |
| Q2 2026 | 18 holders, $1.7bn | 33 holders, $39.1bn |
Insulet Corp
- Holders
- 15
- Reported value
- $5.6bn
- Buyers
- 6
- Sellers
- 7
Breadth -1 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 (10)
Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC
Only PODD (5)
Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, PDT Partners LLC, Winton Group Ltd
Only JNJ (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 2 more
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.