Holders over time
- UTHR
- JNJ
| Quarter | UTHR | JNJ |
|---|---|---|
| Q3 2020 | 10 holders, $797m | 30 holders, $26.2bn |
| Q4 2020 | 11 holders, $1.2bn | 32 holders, $26.6bn |
| Q1 2021 | 10 holders, $1.4bn | 31 holders, $25.3bn |
| Q2 2021 | 11 holders, $1.5bn | 37 holders, $25.6bn |
| Q3 2021 | 16 holders, $1.5bn | 40 holders, $24.1bn |
| Q4 2021 | 14 holders, $1.9bn | 33 holders, $25.2bn |
| Q1 2022 | 14 holders, $1.7bn | 35 holders, $28.2bn |
| Q2 2022 | 18 holders, $2.3bn | 33 holders, $26.9bn |
| Q3 2022 | 17 holders, $2.2bn | 36 holders, $25.4bn |
| Q4 2022 | 18 holders, $2.9bn | 35 holders, $27.6bn |
| Q1 2023 | 16 holders, $2.5bn | 42 holders, $24.5bn |
| Q2 2023 | 12 holders, $2.5bn | 38 holders, $25.0bn |
| Q3 2023 | 13 holders, $2.4bn | 37 holders, $18.9bn |
| Q4 2023 | 14 holders, $2.3bn | 31 holders, $19.0bn |
| Q1 2024 | 19 holders, $2.2bn | 32 holders, $19.7bn |
| Q2 2024 | 14 holders, $2.5bn | 35 holders, $20.4bn |
| Q3 2024 | 10 holders, $2.9bn | 28 holders, $22.3bn |
| Q4 2024 | 14 holders, $3.3bn | 37 holders, $20.4bn |
| Q1 2025 | 14 holders, $2.1bn | 32 holders, $20.5bn |
| Q2 2025 | 14 holders, $1.9bn | 31 holders, $18.4bn |
| Q3 2025 | 16 holders, $2.6bn | 32 holders, $23.7bn |
| Q4 2025 | 14 holders, $3.8bn | 29 holders, $27.8bn |
| Q1 2026 | 18 holders, $5.1bn | 34 holders, $35.6bn |
| Q2 2026 | 14 holders, $3.5bn | 33 holders, $39.1bn |
United Therapeutics Corp Del
- Holders
- 14
- Reported value
- $3.3bn
- Buyers
- 8
- Sellers
- 4
Breadth +4 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 (11)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only JNJ (26)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, 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, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 1 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.