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
- 22
- Reported value
- $5.0bn
- Buyers
- 9
- Sellers
- 15
Breadth -6 among 95 comparable managers.
Johnson & Johnson
- Holders
- 32
- Reported value
- $23.7bn
- Buyers
- 17
- Sellers
- 13
Breadth +4 among 95 comparable managers.
Who holds both, Q3 2025
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Fidelity (FMR LLC), Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Wellington Management Group LLP, Woodline Partners LP
Only EW (7)
Baillie Gifford & Co, Holocene Advisors LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd
Only JNJ (17)
Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, 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.