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
- 25
- Reported value
- $6.9bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only EW (7)
Artisan Partners LP, Baillie Gifford & Co, Davidson Kempner Capital Management LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP
Only JNJ (15)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, GAMCO Investors Inc, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Soros Fund Management LLC, Squarepoint Ops 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.