Holders over time
- BSX
- LLY
| Quarter | BSX | LLY |
|---|---|---|
| Q3 2020 | 31 holders, $15.0bn | 33 holders, $14.1bn |
| Q4 2020 | 35 holders, $13.6bn | 29 holders, $17.3bn |
| Q1 2021 | 29 holders, $15.7bn | 24 holders, $23.0bn |
| Q2 2021 | 27 holders, $18.2bn | 24 holders, $27.8bn |
| Q3 2021 | 27 holders, $18.2bn | 31 holders, $29.9bn |
| Q4 2021 | 26 holders, $17.4bn | 31 holders, $34.7bn |
| Q1 2022 | 32 holders, $17.4bn | 24 holders, $35.3bn |
| Q2 2022 | 30 holders, $14.0bn | 33 holders, $42.7bn |
| Q3 2022 | 29 holders, $14.5bn | 31 holders, $43.4bn |
| Q4 2022 | 26 holders, $16.6bn | 31 holders, $46.6bn |
| Q1 2023 | 32 holders, $18.5bn | 33 holders, $44.3bn |
| Q2 2023 | 37 holders, $19.6bn | 37 holders, $59.6bn |
| Q3 2023 | 33 holders, $19.7bn | 44 holders, $67.6bn |
| Q4 2023 | 30 holders, $20.6bn | 45 holders, $73.6bn |
| Q1 2024 | 33 holders, $24.0bn | 41 holders, $95.3bn |
| Q2 2024 | 35 holders, $26.8bn | 43 holders, $110bn |
| Q3 2024 | 40 holders, $28.3bn | 45 holders, $107bn |
| Q4 2024 | 40 holders, $29.4bn | 46 holders, $93.9bn |
| Q1 2025 | 44 holders, $33.1bn | 42 holders, $98.4bn |
| Q2 2025 | 44 holders, $33.6bn | 43 holders, $93.2bn |
| Q3 2025 | 48 holders, $29.5bn | 39 holders, $86.7bn |
| Q4 2025 | 49 holders, $28.5bn | 41 holders, $123bn |
| Q1 2026 | 45 holders, $17.2bn | 39 holders, $106bn |
| Q2 2026 | 40 holders, $13.0bn | 44 holders, $132bn |
Boston Scientific Corp
- Holders
- 30
- Reported value
- $20.6bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 among 93 comparable managers.
Eli Lilly & Co
- Holders
- 45
- Reported value
- $73.6bn
- Buyers
- 27
- Sellers
- 21
Breadth +6 among 93 comparable managers.
Who holds both, Q4 2023
Both (25)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
Only BSX (5)
Eisler Capital Management Ltd, Farallon Capital Management LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Walleye Capital LLC
Only LLY (20)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Moore Capital Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund 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.