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
- 18
- Reported value
- $4.3bn
- Buyers
- 22
- Sellers
- 12
Breadth +10 among 92 comparable managers.
Johnson & Johnson
- Holders
- 29
- Reported value
- $27.8bn
- Buyers
- 13
- Sellers
- 26
Breadth -13 among 92 comparable managers.
Who holds both, Q4 2025
Both (11)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
Only BBIO (7)
Artisan Partners LP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Polen Capital Management LLC, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC
Only JNJ (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC
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.