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
- 14
- Reported value
- $1.2bn
- Buyers
- 12
- Sellers
- 3
Breadth +9 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 (9)
AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only MEDP (5)
Baillie Gifford & Co, Jane Street Group LLC, PDT Partners LLC, Polen Capital Management LLC, Voloridge Investment Management LLC
Only JNJ (22)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, 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.