Holders over time
- CYTK
- JNJ
| Quarter | CYTK | JNJ |
|---|---|---|
| Q3 2020 | 5 holders, $114m | 30 holders, $26.2bn |
| Q4 2020 | 3 holders, $90m | 32 holders, $26.6bn |
| Q1 2021 | 3 holders, $90m | 31 holders, $25.3bn |
| Q2 2021 | 2 holders, $74m | 37 holders, $25.6bn |
| Q3 2021 | 7 holders, $643m | 40 holders, $24.1bn |
| Q4 2021 | 10 holders, $794m | 33 holders, $25.2bn |
| Q1 2022 | 6 holders, $624m | 35 holders, $28.2bn |
| Q2 2022 | 10 holders, $1.0bn | 33 holders, $26.9bn |
| Q3 2022 | 9 holders, $1.0bn | 36 holders, $25.4bn |
| Q4 2022 | 12 holders, $1.1bn | 35 holders, $27.6bn |
| Q1 2023 | 11 holders, $895m | 42 holders, $24.5bn |
| Q2 2023 | 8 holders, $781m | 38 holders, $25.0bn |
| Q3 2023 | 10 holders, $753m | 37 holders, $18.9bn |
| Q4 2023 | 12 holders, $2.4bn | 31 holders, $19.0bn |
| Q1 2024 | 15 holders, $1.8bn | 32 holders, $19.7bn |
| Q2 2024 | 16 holders, $1.5bn | 35 holders, $20.4bn |
| Q3 2024 | 15 holders, $1.5bn | 28 holders, $22.3bn |
| Q4 2024 | 11 holders, $1.1bn | 37 holders, $20.4bn |
| Q1 2025 | 9 holders, $544m | 32 holders, $20.5bn |
| Q2 2025 | 4 holders, $268m | 31 holders, $18.4bn |
| Q3 2025 | 6 holders, $1.3bn | 32 holders, $23.7bn |
| Q4 2025 | 8 holders, $1.5bn | 29 holders, $27.8bn |
| Q1 2026 | 11 holders, $1.5bn | 34 holders, $35.6bn |
| Q2 2026 | 12 holders, $1.3bn | 33 holders, $39.1bn |
Cytokinetics Inc
- Holders
- 12
- Reported value
- $1.3bn
- Buyers
- 23
- Sellers
- 12
Breadth +11 among 91 comparable managers.
Johnson & Johnson
- Holders
- 33
- Reported value
- $39.1bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 91 comparable managers.
Who holds both, Q2 2026
Both (8)
Balyasny Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Holocene Advisors LP, Marshall Wace LLP, Wellington Management Group LLP, Woodline Partners LP
Only CYTK (4)
ExodusPoint Capital Management LP, Moore Capital Management LP, Point72 Asset Management LP, Walleye Capital LLC
Only JNJ (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Voloridge Investment Management 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.