Holders over time
- BBIO
- JNJ
| Quarter | BBIO | JNJ |
|---|---|---|
| Q3 2020 | 4 holders, $1.1bn | 30 holders, $26.2bn |
| Q4 2020 | 5 holders, $2.0bn | 32 holders, $26.6bn |
| Q1 2021 | 5 holders, $1.9bn | 31 holders, $25.3bn |
| Q2 2021 | 5 holders, $1.8bn | 37 holders, $25.6bn |
| Q3 2021 | 4 holders, $1.4bn | 40 holders, $24.1bn |
| Q4 2021 | 2 holders, $452m | 33 holders, $25.2bn |
| Q1 2022 | 2 holders, $276m | 35 holders, $28.2bn |
| Q2 2022 | 2 holders, $246m | 33 holders, $26.9bn |
| Q3 2022 | 3 holders, $271m | 36 holders, $25.4bn |
| Q4 2022 | 2 holders, $204m | 35 holders, $27.6bn |
| Q1 2023 | 4 holders, $477m | 42 holders, $24.5bn |
| Q2 2023 | 2 holders, $463m | 38 holders, $25.0bn |
| Q3 2023 | 9 holders, $898m | 37 holders, $18.9bn |
| Q4 2023 | 9 holders, $1.3bn | 31 holders, $19.0bn |
| Q1 2024 | 7 holders, $1.1bn | 32 holders, $19.7bn |
| Q2 2024 | 4 holders, $826m | 35 holders, $20.4bn |
| Q3 2024 | 8 holders, $927m | 28 holders, $22.3bn |
| Q4 2024 | 7 holders, $1.2bn | 37 holders, $20.4bn |
| Q1 2025 | 9 holders, $1.6bn | 32 holders, $20.5bn |
| Q2 2025 | 15 holders, $2.3bn | 31 holders, $18.4bn |
| Q3 2025 | 14 holders, $2.3bn | 32 holders, $23.7bn |
| Q4 2025 | 18 holders, $4.3bn | 29 holders, $27.8bn |
| Q1 2026 | 20 holders, $4.4bn | 34 holders, $35.6bn |
| Q2 2026 | 18 holders, $4.5bn | 33 holders, $39.1bn |
Bridgebio Pharma Inc
- Holders
- 9
- Reported value
- $1.6bn
- Buyers
- 6
- Sellers
- 3
Breadth +3 among 95 comparable managers.
Johnson & Johnson
- Holders
- 32
- Reported value
- $20.5bn
- Buyers
- 16
- Sellers
- 15
Breadth +1 among 95 comparable managers.
Who holds both, Q1 2025
Both (5)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Janus Henderson Group Ltd, Woodline Partners LP
Only BBIO (4)
Artisan Partners LP, Farallon Capital Management LLC, Two Sigma Investments LP, Viking Global Investors LP
Only JNJ (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund 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.