Holders over time
- MEDP
- JNJ
| Quarter | MEDP | JNJ |
|---|---|---|
| Q3 2020 | 12 holders, $218m | 30 holders, $26.2bn |
| Q4 2020 | 8 holders, $187m | 32 holders, $26.6bn |
| Q1 2021 | 9 holders, $153m | 31 holders, $25.3bn |
| Q2 2021 | 8 holders, $156m | 37 holders, $25.6bn |
| Q3 2021 | 11 holders, $413m | 40 holders, $24.1bn |
| Q4 2021 | 12 holders, $668m | 33 holders, $25.2bn |
| Q1 2022 | 6 holders, $107m | 35 holders, $28.2bn |
| Q2 2022 | 5 holders, $97m | 33 holders, $26.9bn |
| Q3 2022 | 3 holders, $59m | 36 holders, $25.4bn |
| Q4 2022 | 10 holders, $269m | 35 holders, $27.6bn |
| Q1 2023 | 14 holders, $275m | 42 holders, $24.5bn |
| Q2 2023 | 17 holders, $468m | 38 holders, $25.0bn |
| Q3 2023 | 15 holders, $378m | 37 holders, $18.9bn |
| Q4 2023 | 14 holders, $501m | 31 holders, $19.0bn |
| Q1 2024 | 17 holders, $1.2bn | 32 holders, $19.7bn |
| Q2 2024 | 18 holders, $1.3bn | 35 holders, $20.4bn |
| Q3 2024 | 15 holders, $918m | 28 holders, $22.3bn |
| Q4 2024 | 15 holders, $1.2bn | 37 holders, $20.4bn |
| Q1 2025 | 12 holders, $986m | 32 holders, $20.5bn |
| Q2 2025 | 14 holders, $1.2bn | 31 holders, $18.4bn |
| Q3 2025 | 17 holders, $1.9bn | 32 holders, $23.7bn |
| Q4 2025 | 14 holders, $2.1bn | 29 holders, $27.8bn |
| Q1 2026 | 12 holders, $1.8bn | 34 holders, $35.6bn |
| Q2 2026 | 9 holders, $2.7bn | 33 holders, $39.1bn |
Medpace HLDGS Inc
- Holders
- 12
- Reported value
- $986m
- Buyers
- 11
- Sellers
- 1
Breadth +10 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 (7)
AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Invesco Ltd, Renaissance Technologies LLC, Two Sigma Advisers LP, Winton Group Ltd
Only MEDP (5)
Baillie Gifford & Co, Maverick Capital Ltd, Polen Capital Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only JNJ (25)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management 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.