Holders over time
- EW
- JNJ
| Quarter | EW | JNJ |
|---|---|---|
| Q3 2020 | 21 holders, $6.1bn | 30 holders, $26.2bn |
| Q4 2020 | 14 holders, $6.3bn | 32 holders, $26.6bn |
| Q1 2021 | 22 holders, $6.0bn | 31 holders, $25.3bn |
| Q2 2021 | 25 holders, $7.7bn | 37 holders, $25.6bn |
| Q3 2021 | 22 holders, $8.5bn | 40 holders, $24.1bn |
| Q4 2021 | 20 holders, $9.2bn | 33 holders, $25.2bn |
| Q1 2022 | 22 holders, $7.9bn | 35 holders, $28.2bn |
| Q2 2022 | 22 holders, $6.6bn | 33 holders, $26.9bn |
| Q3 2022 | 29 holders, $6.2bn | 36 holders, $25.4bn |
| Q4 2022 | 28 holders, $5.8bn | 35 holders, $27.6bn |
| Q1 2023 | 26 holders, $5.8bn | 42 holders, $24.5bn |
| Q2 2023 | 25 holders, $5.9bn | 38 holders, $25.0bn |
| Q3 2023 | 25 holders, $4.6bn | 37 holders, $18.9bn |
| Q4 2023 | 22 holders, $5.1bn | 31 holders, $19.0bn |
| Q1 2024 | 23 holders, $7.0bn | 32 holders, $19.7bn |
| Q2 2024 | 20 holders, $6.8bn | 35 holders, $20.4bn |
| Q3 2024 | 19 holders, $3.8bn | 28 holders, $22.3bn |
| Q4 2024 | 22 holders, $5.0bn | 37 holders, $20.4bn |
| Q1 2025 | 23 holders, $5.0bn | 32 holders, $20.5bn |
| Q2 2025 | 23 holders, $5.2bn | 31 holders, $18.4bn |
| Q3 2025 | 22 holders, $5.0bn | 32 holders, $23.7bn |
| Q4 2025 | 23 holders, $5.9bn | 29 holders, $27.8bn |
| Q1 2026 | 25 holders, $6.0bn | 34 holders, $35.6bn |
| Q2 2026 | 25 holders, $6.9bn | 33 holders, $39.1bn |
Edwards Lifesciences Corp
- Holders
- 23
- Reported value
- $5.2bn
- Buyers
- 17
- Sellers
- 7
Breadth +10 among 95 comparable managers.
Johnson & Johnson
- Holders
- 31
- Reported value
- $18.4bn
- Buyers
- 15
- Sellers
- 16
Breadth -1 among 95 comparable managers.
Who holds both, Q2 2025
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only EW (8)
Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Schonfeld Strategic Advisors LLC
Only JNJ (16)
Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments 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.